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

Hill-Rom, Inc. Pension Plan

Corporate pensionBatesville, IN
Assets
$243M
Total assets, Dec 31, 2025 reported
Funded
84.2%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
37
1 managers on Schedule C
Plan sponsor: Hill-Rom Holdings, Inc.
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.5%
  • Common/collective trusts 98.1%
Consultants and advisers
5 firms
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
From Schedule C (investment management, code 28)
Commitments
37 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025AON Mid Duration Long Credit Bond Fcollective trustAON Trust Company LLCPrivate credit$31,311 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$55.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$74.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$30.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202520+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Nisa Ultra Long Treasury Cifcollective trustGlobal Trust CompanyFixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Nisa Ultra Mid Treasury Cifcollective trustGlobal Trust CompanyFixed income$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Mid Duration Long Credit Bond Fcollective trustAON Trust Company LLCPrivate credit$28,844 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$116M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202420+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Long Treasury Cifcollective trustNisa Ultra Long Treasury CifFixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Mid Treasury Cifcollective trustNisa Ultra Mid Treasury CifFixed income$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Mid Duration Long Credit Bond Fcollective trustAON Trust Company LLCPrivate credit$27,754 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$31.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$116M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$39.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$119,469 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202320+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$38.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Mid Duration Long Credit Bond Fcollective trustAON Trust Company LLCPrivate credit$49,193 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$30.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Small Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Non-Us Equity Index Fundcollective trustAON Trust Company LLCPublic equity$39.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$108,034 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202220+ Yr U S Treas Stripscollective trustAON Trust Company LLCPooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
41 readings
Total assets
$243M Dec 31, 2025 reported Form 5500
$230M (2024-12) · $242M (2023-12) · $229M (2022-12)
Plan assets
$229M Jan 1, 2025 reported Form 5500
$241M (2024-01) · $228M (2023-01) · $306M (2022-01)
Net assets
$243M Dec 31, 2025 reported Form 5500
$230M (2024-12) · $242M (2023-12) · $228M (2022-12)
Funded ratio
84.2% Jan 1, 2025 reported Form 5500
89.9% (2024-01) · 87.8% (2023-01) · 108.1% (2022-01)
Funding target
$251M Jan 1, 2025 reported Form 5500
$258M (2024-01) · $253M (2023-01) · $242M (2022-01)
Discount rate
5.36% Jan 1, 2025 reported Form 5500
5.12% (2024-01) · 5.25% (2023-01) · 5.43% (2022-01)
Participants
2,727 Jan 1, 2025 reported Form 5500
2,761 (2024-01) · 2,772 (2023-01) · 2,834 (2022-01)
Contributions
$0 Dec 31, 2025 reported Form 5500
$0 (2024-12) · $0 (2023-12) · $0 (2022-12)
Benefits paid
$14.7M Dec 31, 2025 reported Form 5500
$14.1M (2024-12) · $13.2M (2023-12) · $12.8M (2022-12)
Net investment income
$13.7M Dec 31, 2025 reported Form 5500
$-12.2M (2024-12) · $13.4M (2023-12) · $-78.3M (2022-12)
Investment management fees
$67,576 Dec 31, 2023 reported Form 5500
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20252,727$229M$251M84.2%$243Mn/an/an/a
2024 to Dec 31, 20242,761$241M$258M89.9%$230Mn/an/an/a
2023 to Dec 31, 20232,772$228M$253M87.8%$242Mn/an/an/a
2022 to Dec 31, 20222,834$306M$242M108.1%$229Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Hewitt Associates, LLC codes 11 17 27 31 51 52 70 $293,998 PY2025
  • Fidelity Employer Services Co. LLC codes 13 50 $178,719 PY2025
  • Willis Towers Watson US LLC codes 11 17 50 $120,025 PY2025
  • Katz, Sapper, & Miller, LLP codes 10 50 $33,668 PY2025
  • Jpmorgan Chase Bank Na codes 21 25 50 $25,000 PY2025
  • Winston & Strawn LLP codes 51 $6,342 PY2025
  • US Long Govt Bond Index Fund Sched. D C $15.7M PY2025
  • US Intermediate Government Bond Ind Sched. D C $8.3M PY2025
  • 20+ Year U.S. Treasury Strips Fund Sched. D C $17.6M PY2025
  • Nisa Ultra Long Treasury Cif Sched. D C $2.7M PY2025
  • Nisa Ultra Mid Treasury Cif Sched. D C $12.3M PY2025
  • Multi-Asset Credit Fund Class Sched. D C $12.0M PY2025
  • Mid Duration Long Credit Bond Fund Sched. D C $31,311 PY2025
  • Large Cap Equity Index Fund Sched. D C $55.7M PY2025
  • Long Credit Bond Fund Sched. D C $74.6M PY2025
  • Small Cap Equity Index Fund Sched. D C $9.7M PY2025
  • Non-U.s. Equity Index Fund Sched. D C $30.5M PY2025
  • Willis Towers Watson US LLC codes 11 PY2025
  • Hewitt Associates, LLC codes 11 17 27 31 51 52 70 $368,797 PY2024
  • Fidelity Employer Services Co. LLC codes 13 50 $239,584 PY2024
  • Willis Towers Watson US LLC codes 11 17 50 $205,102 PY2024
  • Katz, Sapper, & Miller, LLP codes 10 50 $28,566 PY2024
  • Jpmorgan Chase Bank Na codes 21 25 50 $25,000 PY2024
  • Winston & Strawn LLP codes 51 $17,986 PY2024
  • US Intermediate Government Bond Ind Sched. D C $4.7M PY2024
  • 20+ Year U.S. Treasury Strips Fund Sched. D C $1.2M PY2024
  • Global Trust Company Sched. D C $3.7M PY2024
  • Global Trust Company Sched. D C $11.2M PY2024
  • MID Duration Long Credit Bond Fund Sched. D C $28,844 PY2024
  • Large Cap Equity Index Fund Sched. D C $32.6M PY2024
  • Long Credit Bond Fund Sched. D C $116M PY2024
  • Small Cap Equity Index Fund Sched. D C $8.5M PY2024
  • Non-U.s. Equity Index Fund Sched. D C $38.2M PY2024
  • US Long Govt Bond Index Fund Sched. D C $9.4M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Fidelity Employer Services Co. LLC codes 13 50 $288,465 PY2023
  • Hewitt Associates, LLC codes 11 17 27 31 51 52 70 $220,077 PY2023
  • Willis Towers Watson US LLC codes 11 17 50 $164,447 PY2023
  • Winston & Strawn LLP codes 51 $67,576 PY2023
  • Jpmorgan Chase Bank Na codes 21 25 50 $31,250 PY2023
  • Katz, Sapper, & Miller, LLP codes 10 50 $27,972 PY2023
  • US Long Govt Bond Index Fund Sched. D C $3.3M PY2023
  • US Intermediate Government Bond Ind Sched. D C $119,469 PY2023
  • 20+ Year U.S. Treasury Strips Fund Sched. D C $38.9M PY2023
  • Mid Duration Long Credit Bond Fund Sched. D C $27,754 PY2023
  • Large Cap Equity Index Fund Sched. D C $31.4M PY2023
  • Long Credit Bond Fund Sched. D C $116M PY2023
  • Small Cap Equity Index Fund Sched. D C $8.7M PY2023
  • Non-U.s. Equity Index Fund Sched. D C $39.3M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • Hewitt Associates, LLC codes 11 17 27 31 51 52 70 $472,205 PY2022
  • Fidelity Employer Services Co. LLC codes 13 50 $251,000 PY2022
  • Willis Towers Watson US LLC codes 11 17 50 $113,485 PY2022
  • Katz, Sapper, & Miller, LLP codes 10 50 $25,250 PY2022
  • Winston & Strawn LLP codes 51 $24,939 PY2022
  • Jpmorgan Chase Bank Na codes 21 25 50 $18,750 PY2022
  • Darla Pagliari codes 17 50 $12,399 PY2022
  • US Long Govt Bond Index Fund Sched. D C $13.6M PY2022
  • US Intermediate Government Bond Ind Sched. D C $108,034 PY2022
  • 20+ Year U.S. Treasury Strips Fund Sched. D C $9.7M PY2022
  • Mid Duration Long Credit Bond Fund Sched. D C $49,193 PY2022
  • Large Cap Equity Index Fund Sched. D C $30.5M PY2022
  • Long Credit Bond Fund Sched. D C $123M PY2022
  • Small Cap Equity Index Fund Sched. D C $7.2M PY2022
  • Non-U.s. Equity Index Fund Sched. D C $39.4M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
  • Dec 31, 2025Holding started
    Hill-Rom, Inc. Pension Plan first reports an interest in AON Multi-Asset Credit Fund (AON Trust Company LLC): $12M at 2025-12-31
    with AON Trust Company LLCaskebsa.dol.gov
  • Jan 1, 2025Funded status changed
    Hill-Rom, Inc. Pension Plan funded ratio 89.9% -> 84.2% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Holding started
    Hill-Rom, Inc. Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $4M at 2024-12-31
    with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Hill-Rom, Inc. Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $11M at 2024-12-31
    with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Hill-Rom, Inc. Pension Plan funded ratio 87.8% -> 89.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Darla Pagliari no longer appears on Hill-Rom, Inc. Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Darla Pagliariaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Hill-Rom, Inc. Pension Plan funded ratio 108.1% -> 87.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Hill-Rom, Inc. Pension Plan plan assets $306M -> $228M (-25.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351160484-201
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.