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
Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah
Corporate pensionPhiladelphia, PA
Assets
$148M
Total assets, Dec 31, 2024 reported
Funded
107.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Essity North America Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 39.5%
- Registered investment companies 60.5%
Consultants and advisers
3 firms
- Conrad Siegel Pension consultantActuarythrough Dec 31, 2023 Form 5500
- The Vanguard Group Directed 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
No manager relationship is on the tape for this allocator.
Commitments
3 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 | Vftc Long-Term Investment Grade Trucollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $58.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Vftc Long-Term Investment Grade Trucollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $61.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Vftc Long-Term Investment Grade Trucollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $20.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 1,200 | $154M | $151M | 107.6% | $148M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,213 | $142M | $153M | 102.2% | $154M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,243 | $191M | $149M | 118.5% | $142M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Vanguard Group, Inc. codes 15 25 51 52 68 $88,040 PY2024
- Conrad Siegel codes 15 17 38 49 50 $60,600 PY2024
- Willis Towers Watson US LLC codes 11 50 $40,000 PY2024
- Vftc Long-Term Investment Grade Tru Sched. D C $58.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- The Vanguard Group, Inc. codes 15 25 51 52 68 $113,693 PY2023
- Conrad Siegel codes 15 17 38 49 50 $74,700 PY2023
- Willis Towers Watson US LLC codes 11 50 $33,000 PY2023
- Vftc Long-Term Investment Grade Tru Sched. D C $61.3M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Conrad Siegel codes 11 15 17 38 49 50 $79,384 PY2022
- The Vanguard Group, Inc. codes 15 25 51 52 68 $39,949 PY2022
- Willis Towers Watson US LLC codes 11 50 $26,915 PY2022
- Vftc Long-Term Investment Grade Tru Sched. D C $20.6M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedEssity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah funded ratio 102.2% -> 107.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEssity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah funded ratio 118.5% -> 102.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEssity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah plan assets $191M -> $142M (-25.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 233061590-005
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.