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

The 2017 Employees' Pension Plan of Battelle Memorial Institute

Corporate pensionColumbus, OH
Assets
$77,300
Total assets, Jun 30, 2025 reported
Funded
94.7%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Battelle Memorial Institute
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 managers on Schedule C
From Schedule C (investment management, code 28)
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
24 readings
Total assets
$77,300 Jun 30, 2025 reported Form 5500
$6.7M (2024-06) · $769M (2023-06)
Plan assets
$867M Jul 1, 2022 reported Form 5500
Net assets
$77,300 Jun 30, 2025 reported Form 5500
$6.7M (2024-06) · $769M (2023-06)
Funded ratio
94.7% Jul 1, 2022 reported Form 5500
Funding target
$784M Jul 1, 2022 reported Form 5500
Discount rate
5.39% Jul 1, 2022 reported Form 5500
Participants
3,523 Jul 1, 2024 reported Form 5500
6,722 (2023-07) · 6,948 (2022-07)
Contributions
$990,000 Jun 30, 2025 reported Form 5500
$102M (2024-06)
Benefits paid
$6.5M Jun 30, 2025 reported Form 5500
$805M (2024-06) · $75.9M (2023-06)
Net investment income
$-6.7M Jun 30, 2025 reported Form 5500
$-762M (2024-06) · $-98.4M (2023-06)
Investment management fees
$178,598 Jun 30, 2025 reported Form 5500
$2.5M (2024-06) · $1.4M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20253,523n/an/an/a$77,300n/a$77,300n/a
2023 to Jun 30, 20246,722n/an/an/a$6.7Mn/a$6.7Mn/a
2022 to Jun 30, 20236,948$867M$784M94.7%$769Mn/a$769Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
20 events
  • Jun 30, 2025Assets changed
    The 2017 Employees' Pension Plan of Battelle Memorial Institute total assets $7M -> $77,300 (-98.9%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Martin Conger no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Steve Young no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Leonard Essex no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Antonio Caxide no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Kent Rinker no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Jun 30, 2024Assets changed
    The 2017 Employees' Pension Plan of Battelle Memorial Institute total assets $769M -> $7M (-99.1%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Prudential Insurance Company no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Polaris Capital Management LLC no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Polaris Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Parametric Portfolio Associates LLC no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Parametric Portfolio Associatesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Clarion Lion Properties Fund no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Clarion Lion Properties Fund, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Black Creek Investment Management no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Black Creek Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Lindsell Train Limited no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lindsell Train Ltdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    River and Mercantile Group no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with River & Mercantileaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Baillie Gifford Overseas, Ltd. no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Baille Giffordaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Loomis Sayles no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Cambridge Associates no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Cambridge Associatesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Fortress Japan Opportunity Fund no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fortress Japan Opportunity Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Invesco Investment Services, Inc. no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invesco Investment Services, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Encap Investments no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Encap Investments LPaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314379427-006
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.