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
Ricoh Family Group Pension Equity Plan
Corporate pensionExton, PA
Assets
$157M
Total assets, Dec 31, 2024 reported
Funded
86.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Ricoh USA, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 23.4%
- Master trust investment accounts 76.6%
Consultants and advisers
7 firms
- Alight Solutions LLC General consultantthrough Dec 31, 2022 Form 5500
- Mercer General consultantthrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon 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
- Wellington Fd1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Mondrian Investment Group Inc.plan years 2022
- BNY Mellonplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- Wellington Managementplan years 2022
Commitments
1 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 | Wtc-Cif II Long Bond Portfoliocollective trust | Wellington Fd | Fixed income | $36.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$261,270 (2023-12) · $332,987 (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 | 2,974 | $166M | $166M | 86.5% | $157M | n/a | $120M | n/a |
| 2023 to Dec 31, 2023 | 3,035 | $160M | $168M | 80.2% | $166M | n/a | $166M | n/a |
| 2022 to Dec 31, 2022 | 3,790 | $284M | $203M | 112.0% | $160M | n/a | $160M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 26 50 $1.4M PY2024
- Mercer codes 16 50 $94,263 PY2024
- Nisa Investment Advisors, LLC codes 28 50 $89,882 PY2024
- Wellington Management codes 28 50 $81,901 PY2024
- Mondrian Investment Group Inc. codes 28 50 $34,603 PY2024
- Grant Thornton, LLP codes 10 50 $31,000 PY2024
- State Street Global Advisors codes 18 19 28 50 51 $26,815 PY2024
- Northern Trust codes 21 28 50 99 $19,751 PY2024
- US Bank codes 21 50 $17,928 PY2024
- Ballard Spahr LLP codes 29 50 $16,590 PY2024
- Ricoh Db Plans Master Ret. Trust Sched. D M $120M PY2024
- CIF II Long Bond Sched. D C $36.7M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting, Inc. codes 11 26 50 $1.6M PY2023
- Nisa Investment Advisors, LLC codes 28 50 $90,456 PY2023
- Wellington Management codes 28 50 $83,699 PY2023
- Mercer codes 16 50 $72,100 PY2023
- Mondrian Investment Group Inc. codes 28 50 $52,869 PY2023
- Northern Trust codes 21 28 50 99 $33,542 PY2023
- State Street Global Advisors codes 18 19 28 50 51 $28,163 PY2023
- Ballard Spahr LLP codes 29 50 $6,559 PY2023
- BNY Mellon codes 28 50 $6,082 PY2023
- Ricoh Db Plans Master Ret. Trust Sched. D M $166M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 26 50 $1.8M PY2022
- Nisa Investment Advisors, LLC codes 28 50 $108,054 PY2022
- Wellington Management codes 28 50 51 68 $107,456 PY2022
- Mondrian Investment Group Inc. codes 28 50 51 68 $78,500 PY2022
- Mercer codes 16 50 $70,000 PY2022
- Northern Trust codes 21 28 50 62 99 $50,444 PY2022
- Ballard Spahr LLP codes 29 50 $33,094 PY2022
- State Street Global Advisors codes 18 19 28 50 51 $31,428 PY2022
- BNY Mellon codes 28 50 $7,549 PY2022
- Alight Solution LLC codes 16 50 $6,390 PY2022
- Ricoh Db Plans Master Ret. Trust Sched. D M $160M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceBNY Mellon no longer appears on Ricoh Family Group Pension Equity Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BNY Mellonaskebsa.dol.gov
- Jan 1, 2024Funded status changedRicoh Family Group Pension Equity Plan funded ratio 80.2% -> 86.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAlight Solution LLC no longer appears on Ricoh Family Group Pension Equity Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Alight Solutions LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedRicoh Family Group Pension Equity Plan funded ratio 111.9% -> 80.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRicoh Family Group Pension Equity Plan plan assets $284M -> $160M (-43.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230334400-002
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.