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
Loews Corporation Cash Balance Retirement Plan
Corporate pensionNew York, NY
Assets
$10.6M
Total assets, Dec 31, 2023 reported
Funded
106.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Loews Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 94.4%
- Registered investment companies 5.5%
Consultants and advisers
4 firms
- Kroll LLC General consultantthrough Dec 31, 2022 Form 5500
- Baron Capital Management Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough 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)
- Alliance Bernstein, L.P.plan 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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 1,993 | n/a | n/a | n/a | $10.6M | $10.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,071 | $136M | $99.5M | 106.8% | $109M | $18.7M | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Buck Global, LLC codes 11 50 $1.5M PY2023
- Northern Trust codes 19 21 28 50 51 52 68 $104,340 PY2023
- Seyfarth & Shaw LLP codes 29 50 $82,088 PY2023
- Deloitte & Touche LLP codes 10 50 $60,494 PY2023
- Buck Global, LLC codes 11 50 $629,536 PY2022
- Northern Trust codes 19 21 28 50 51 52 68 $140,640 PY2022
- Deloitte & Touche LLP codes 10 50 $48,500 PY2022
- Kroll LLC codes 16 50 $48,300 PY2022
- Alliance Bernstein L.P codes 52 68 $30,225 PY2022
- Seyfarth & Shaw LLP codes 29 50 $29,175 PY2022
- Baron Capital Management Inc. codes 27 50 $28,589 PY2022
- Loews Co Master Retirement Trust Sched. D M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceKroll LLC no longer appears on Loews Corporation Cash Balance Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Kroll LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBaron Capital Management Inc. no longer appears on Loews Corporation Cash Balance Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Baron Capital Management Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedLoews Corporation Cash Balance Retirement Plan total assets $109M -> $11M (-90.3%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132646102-021
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.