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
ABB Inc. Pension Plan of Fischer & Porter Company
Corporate pensionCary, NC
Assets
$31.6M
Total assets, Dec 31, 2024 reported
Funded
92.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: ABB Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
8 firms
- Wellington Trust Company Investment adviser (plan)through Dec 31, 2023 Form 5500
- Invesco Emerging Mkts Equity Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
- Dodge & Cox Investment adviser (plan)through Dec 31, 2022 Form 5500
- Muzinich & Co., Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- ABB Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Neuberger Berman Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- 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 Schedule C
From Schedule C (investment management, code 28)
- Marathon Asset Management, LPplan 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
$82,576 (2023-12) · $83,917 (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 | 925 | $34.4M | $36.8M | 92.2% | $31.6M | n/a | $31.6M | n/a |
| 2023 to Dec 31, 2023 | 973 | $35.2M | $39.7M | 90.1% | $34.4M | n/a | $34.4M | n/a |
| 2022 to Dec 31, 2022 | 995 | $46.0M | $40.5M | 96.4% | $35.2M | n/a | $35.2M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 13 50 64 $58,834 PY2024
- Wellington Trust Company N.A. codes 27 50 51 52 $41,359 PY2024
- Willis Towers Watson US LLC codes 11 17 50 $28,169 PY2024
- Grant Thornton codes 10 50 $21,115 PY2024
- Muzinich & Co., Inc. codes 27 28 50 51 $16,664 PY2024
- ABB Business Services codes 27 50 $15,458 PY2024
- Dodge & Cox codes 27 28 50 51 52 $10,433 PY2024
- Neuberger Berman Inv. Advisors LLC codes 27 28 50 51 52 $6,999 PY2024
- The Bank of New York Mellon codes 21 50 $5,768 PY2024
- ABB Inc. Master Trust Sched. D M $31.6M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Alight Solutions LLC codes 13 50 64 $85,592 PY2023
- Wellington Trust Company N.A. codes 27 50 51 52 $33,598 PY2023
- Willis Towers Watson US LLC codes 11 17 50 $28,701 PY2023
- Grant Thornton codes 10 50 $20,500 PY2023
- Muzinich & Co., Inc. codes 27 28 50 51 $19,174 PY2023
- ABB Business Services codes 27 50 $15,936 PY2023
- Dodge & Cox codes 27 28 50 51 52 $14,416 PY2023
- The Bank of New York Mellon codes 21 50 $10,558 PY2023
- Neuberger Berman Inv. Advisors LLC codes 27 28 50 51 52 $6,689 PY2023
- ABB Inc. Master Trust Sched. D M $34.4M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions LLC codes 13 50 64 $83,507 PY2022
- Willis Towers Watson US LLC codes 11 17 50 $31,369 PY2022
- Invesco Emerging Mkts Equity Fund codes 27 28 51 $25,635 PY2022
- Dodge & Cox codes 27 28 51 52 $17,084 PY2022
- Muzinich & Co., Inc. codes 27 28 51 $15,331 PY2022
- ABB Business Services codes 27 50 $15,307 PY2022
- Faegre, Drinker & Biddle LLP codes 29 50 $12,062 PY2022
- Marathon codes 28 51 $10,860 PY2022
- Grant Thornton codes 10 50 $9,676 PY2022
- Neuberger Berman Inv. Advisors LLC codes 27 28 51 52 $8,458 PY2022
- The Bank of New York Mellon codes 21 50 $7,977 PY2022
- ABB Inc. Master Trust Sched. D M $35.2M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedABB Inc. Pension Plan of Fischer & Porter Company funded ratio 90.1% -> 92.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceInvesco Emerging Mkts Equity Fund no longer appears on ABB Inc. Pension Plan of Fischer & Porter Company's Schedule C as investment manager (plan year 2023 vs 2022)with Invesco Emerging Mkts Equity Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMarathon no longer appears on ABB Inc. Pension Plan of Fischer & Porter Company's Schedule C as investment manager (plan year 2023 vs 2022)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWellington Trust Company N.A. appears on ABB Inc. Pension Plan of Fischer & Porter Company's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedABB Inc. Pension Plan of Fischer & Porter Company funded ratio 96.4% -> 90.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedABB Inc. Pension Plan of Fischer & Porter Company plan assets $46M -> $35M (-23.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363100018-006
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.