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
Baxter Healthcare of Puerto Rico Pension Plan
Corporate pensionDeerfield, IL
Assets
$244M
Total assets, Dec 31, 2024 reported
Funded
84.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Baxter Healthcare of Puerto Rico LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 91.5%
Consultants and advisers
3 firms
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Banco Popular Trusteethrough Dec 31, 2024 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
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Baxter International Inc.plan years 2024
- Gamco Asset Management, Inc.plan years 2024
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
31 readings
Investment management fees
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 | 6,404 | $241M | $314M | 84.5% | $244M | n/a | $223M | n/a |
| 2023 to Dec 31, 2023 | 6,473 | $231M | $312M | 80.0% | $242M | n/a | $231M | n/a |
| 2022 to Dec 31, 2022 | 6,584 | $380M | $303M | 116.5% | $231M | $0 | $231M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions codes 15 50 $268,375 PY2024
- Willis Towers Watson codes 11 50 $192,335 PY2024
- Banco Popular codes 21 50 $185,975 PY2024
- Crowe LLP codes 10 50 $63,847 PY2024
- Gamco Investors, Inc. codes 28 51 $47,152 PY2024
- Northern Trust Company codes 21 50 $25,979 PY2024
- Baxter International Inc. codes 28 51 $12,397 PY2024
- Baxter Int. Pension Master Trust Sched. D M $223M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Baxter Int. Pension Master Trust Sched. D M $231M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Russell 1000 Index Non-Lendable Fun Sched. D C PY2022
- Wtc-Cif Emerging Markets Portfolio Sched. D C PY2022
- Wtc-Cif Emrg Mkts Local Equity Sched. D C PY2022
- Baxter Int. Pension Master Trust Sched. D M $231M PY2022
- International Equity Trust Sched. D C PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedBaxter Healthcare of Puerto Rico Pension Plan funded ratio 80.0% -> 84.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBaxter Healthcare of Puerto Rico Pension Plan funded ratio 116.5% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBaxter Healthcare of Puerto Rico Pension Plan plan assets $380M -> $231M (-39.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 661048257-005
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.