DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
SGS North America Inc. Pension Plan
Corporate pensionBloomfield, NJ
Assets
$141M
Total assets, Dec 31, 2024 reported
Funded
102.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: SGS North America Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 79.4%
- Corporate debt instruments (preferred) 3.7%
- U.S. Government securities 9.4%
- Insurance company general account 1.3%
- Other investments 3.8%
Consultants and advisers
5 firms
- Definiti Actuarythrough Dec 31, 2023 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2023 Form 5500
- Pension Live, LLC Actuarythrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
- JP Morgan Chase Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- Cohn Reznickplan years 2024
- Goldman Sachs Asset Managementplan years 2023
- Prudential Retirement & Annuity Insplan years 2022
- Cohnreznickplan years 2022
- Raymond James & Associates, Inc.plan years 2022
- Proloan Bond Fundplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$312,698 (2023-12) · $318,500 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,155 | $171M | $155M | 102.8% | $141M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,222 | $169M | $156M | 100.7% | $171M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,223 | $219M | $156M | 126.8% | $169M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers LLP codes 11 50 $473,695 PY2024
- Goldman Sachs Asset Management codes 28 $255,283 PY2024
- JP Morgan Chase Bank codes 21 28 50 51 62 $150,000 PY2024
- Definiti LLC codes 11 $79,102 PY2024
- Inspira codes 49 $26,555 PY2024
- Cohn Reznick codes 28 51 $26,250 PY2024
- Prudential codes 28 51 $10,470 PY2024
- PWC US Consulting LLP codes 11 PY2024
- Pricewaterhousecoopers LLP codes 11 50 $605,111 PY2023
- Richmond Capital Management codes 28 51 $155,582 PY2023
- JP Morgan Chase Bank codes 21 28 50 51 62 $150,878 PY2023
- Prudential codes 28 51 $120,151 PY2023
- Goldman Sachs Asset Management codes 28 $97,277 PY2023
- Raymond James & Associates codes 28 51 $59,839 PY2023
- Cohn Reznick codes 28 51 $25,725 PY2023
- Definiti LLC codes 11 $18,925 PY2023
- PWC US Consulting LLP codes 11 PY2023
- Richmond Capital Management codes 28 51 $308,624 PY2022
- Pricewaterhousecoopers LLP codes 11 50 $279,464 PY2022
- JP Morgan Chase Bank codes 21 28 50 51 62 $152,108 PY2022
- Prudential codes 28 51 $28,594 PY2022
- Cohn Reznick codes 28 51 $24,675 PY2022
- Pension Live codes 11 50 $24,000 PY2022
- Raymond James & Associates codes 28 51 $9,877 PY2022
- Pricewaterhousecoopers, L.L.P. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceRichmond Capital Management no longer appears on SGS North America Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Proloan Bond Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRaymond James & Associates no longer appears on SGS North America Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Raymond James & Associates, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedSGS North America Inc. Pension Plan total assets $171M -> $141M (-17.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSGS North America Inc. Pension Plan funded ratio 100.7% -> 102.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedGoldman Sachs Asset Management appears on SGS North America Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedSGS North America Inc. Pension Plan funded ratio 126.8% -> 100.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSGS North America Inc. Pension Plan plan assets $219M -> $169M (-23.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133041390-007
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.