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

Shriners Hospitals for Children Employees' Retirement Plan

Corporate pensionTampa, FL
Assets
$675M
Total assets, Dec 31, 2024 reported
Funded
105.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Shriners Children's
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.2%
  • Corporate debt instruments (other) 3.0%
  • U.S. Government securities 31.1%
  • Other investments 0.5%
  • Common/collective trusts 36.0%
  • Registered investment companies 24.8%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock World Alpha Tilts L Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$51.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$25.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$90.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Cltv Emerging Mkts Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$59.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock World Alpha Tilts L Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$47.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$39.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$120M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Cltv Emerging Mkts Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock World Alpha Tilts L Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$45.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$111M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Cltv Emerging Mkts Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust CompanyPooled vehicles$29.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$675M Dec 31, 2024 reported Form 5500
$668M (2023-12) · $623M (2022-12)
Plan assets
$668M Jan 1, 2024 reported Form 5500
$623M (2023-01) · $828M (2022-01)
Net assets
$675M Dec 31, 2024 reported Form 5500
$668M (2023-12) · $623M (2022-12)
Funded ratio
105.0% Jan 1, 2024 reported Form 5500
102.0% (2023-01) · 119.0% (2022-01)
Funding target
$637M Jan 1, 2024 reported Form 5500
$625M (2023-01) · $601M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.43% (2022-01)
Participants
4,681 Jan 1, 2024 reported Form 5500
4,749 (2023-01) · 4,878 (2022-01)
Contributions
$15.0M Dec 31, 2024 reported Form 5500
$15.0M (2023-12) · $15.0M (2022-12)
Benefits paid
$38.1M Dec 31, 2024 reported Form 5500
$35.8M (2023-12) · $35.2M (2022-12)
Net investment income
$6.8M Dec 31, 2024 reported Form 5500
$44.8M (2023-12) · $-205M (2022-12)
Investment management fees
$1.6M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,681$668M$637M105.0%$675Mn/an/an/a
2023 to Dec 31, 20234,749$623M$625M102.0%$668Mn/an/an/a
2022 to Dec 31, 20224,878$828M$601M119.0%$623Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    Artio Global Inc. no longer appears on Shriners Hospitals for Children Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Artio Global Inc.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Shriners Hospitals for Children Employees' Retirement Plan funded ratio 102.0% -> 105.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Artio Global Inc. appears on Shriners Hospitals for Children Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Artio Global Inc.askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Shriners Hospitals for Children Employees' Retirement Plan funded ratio 119.0% -> 102.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Shriners Hospitals for Children Employees' Retirement Plan plan assets $828M -> $623M (-24.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362193608-001
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.