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
Rwjbarnabas Health Retirement Income Plan
Corporate pensionOceanport, NJ
Assets
$756M
Total assets, Dec 31, 2024 reported
Funded
91.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: RWJ Barnabas Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 40.2%
- Corporate debt instruments (preferred) 0.4%
- U.S. Government securities 17.5%
- Other investments 25.7%
- Common/collective trusts 1.6%
- Registered investment companies 11.8%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Pacific Investmt Management Co LLCplan years 2023
- Pimcoplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $13.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 16,996 | $784M | $858M | 91.8% | $756M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 17,482 | $780M | $882M | 91.7% | $797M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 19,578 | $1.0B | $886M | 110.3% | $792M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 11 $2.0M PY2024
- Pacific Investment Management Comp codes 28 51 $1.3M PY2024
- Northern Trust Company codes 20 50 $720,558 PY2024
- Winston and Strawn codes 29 $41,570 PY2024
- NT Collective Govt Stif Sched. D C $12.2M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Pacific Investment Management Comp codes 28 51 $1.7M PY2023
- Willis Towers Watson codes 11 $1.6M PY2023
- Northern Trust Company codes 20 50 $500,345 PY2023
- Winston and Strawn codes 29 $107,768 PY2023
- NT Collective Govt Stif Sched. D C $9.0M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson codes 11 $3.2M PY2022
- Pimco codes 28 51 $1.7M PY2022
- Northern Trust Company codes 20 50 $1.1M PY2022
- Winston and Strawn codes 29 $23,000 PY2022
- NT Collective Govt Stif Sched. D C $13.4M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship startedPacific Investment Management Comp appears on Rwjbarnabas Health Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePimco no longer appears on Rwjbarnabas Health Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pimcoaskebsa.dol.gov
- Jan 1, 2023Funded status changedRwjbarnabas Health Retirement Income Plan funded ratio 110.2% -> 91.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRwjbarnabas Health Retirement Income Plan plan assets $1.0B -> $780M (-25.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222405279-001
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.