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
UPS Retirement Plan
Corporate pensionAtlanta, GA
Assets
$21B
Total assets, Dec 31, 2024 reported
Funded
81.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
2 managers on Schedule C
Plan sponsor: United Parcel Service of America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Master trust investment accounts 98.8%
- Registered investment companies 0.3%
Consultants and advisers
8 firms
- PWC US Tax LLP General consultantthrough Dec 31, 2024 Form 5500
- Mercer General consultantthrough Dec 31, 2024 Form 5500
- Deloitte Tax LLP General consultantthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC General consultantActuarythrough Dec 31, 2022 Form 5500
- Deloitte General consultantthrough Dec 31, 2022 Form 5500
- Pension Benefit Information, LLC General consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Silvant Capital Managementplan years 2024
- Nisa Investment Advisors, LLCplan years 2024
- Securian Life Insuranceplan years 2022
- Evive Health, LLCplan years 2022
- Alere Wellbeing, Incplan years 2022
Commitments
1 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 | UPS Group Trust Plancollective trust | United Parcel Service of America | Pooled vehicles | $21B held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
Form 5500 filings
2 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 | 147,029 | $23B | $26B | 81.5% | $21B | n/a | $21B | n/a |
| 2022 to Dec 31, 2022 | 152,178 | $30B | $24B | 94.0% | $22B | n/a | $22B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 16 50 $2.6M PY2024
- The Bank of New York Mellon codes 18 28 50 $1.4M PY2024
- CVS Pharmacy, Inc codes 50 65 $1.3M PY2024
- Alston & Bird LLP codes 29 36 50 $568,510 PY2024
- Nisa Investment Advisors codes 28 50 $545,651 PY2024
- Conduent Incorporated codes 36 50 $384,333 PY2024
- Bloomberg Finance LP codes 50 $252,321 PY2024
- Blackrock Financial codes 50 $217,415 PY2024
- PWC US Tax LLP codes 16 50 $187,526 PY2024
- RR Donnelley codes 36 50 $174,054 PY2024
- Mercer (US), Inc. codes 16 50 $140,000 PY2024
- Deloitte Tax LLP codes 16 36 50 $128,248 PY2024
- Qdro Benefits Firm codes 29 50 $120,005 PY2024
- Securian Life Insurance codes 50 53 $109,201 PY2024
- State Street Global Advisors codes 36 50 $100,000 PY2024
- AON Consulting Inc. codes 36 50 $79,967 PY2024
- Pension Benefit Information codes 49 50 $61,000 PY2024
- Factset Research Systems, Inc. codes 36 50 $50,398 PY2024
- Evive Health LLC codes 36 50 $48,949 PY2024
- Ridgeworth Capital Management codes 28 50 $44,230 PY2024
- K & L Gates, LLP codes 29 50 $42,766 PY2024
- Proskauer Rose, LLP codes 29 50 $36,639 PY2024
- Evestment Inc and Subsidiaries codes 36 50 $30,205 PY2024
- 4c Health Solutions Inc codes 36 50 $23,734 PY2024
- Diligend, Inc. codes 49 50 $16,456 PY2024
- Msci, Inc. codes 36 50 $8,253 PY2024
- West Publishing Corporation codes 36 50 $5,403 PY2024
- FX Transparency, LLC codes 36 50 $5,007 PY2024
- UPS Group Trust Plan Sched. D C $21B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Towers Watson Delaware codes 16 50 $7.1M PY2022
- The Bank of New York Mellon codes 18 50 $1.1M PY2022
- Conduent Incorporated codes 36 50 $517,175 PY2022
- Securian Life Insurance codes 22 23 51 $309,978 PY2022
- AON Consulting Inc. codes 11 17 50 $218,340 PY2022
- Alston & Bird, LLP codes 29 50 $184,917 PY2022
- Evive Health, LLC codes 15 51 $170,338 PY2022
- Qdro Benefits Firm codes 29 36 $98,222 PY2022
- RR Donnelley codes 36 53 $88,406 PY2022
- Deloitte & Touche, LLP codes 16 50 $67,350 PY2022
- Direct Technologies, Inc codes 36 50 $65,700 PY2022
- Pension Benefit Information codes 16 36 50 $10,844 PY2022
- Alere Wellbeing, Inc codes 26 51 $7,078 PY2022
- UPS Group Trust Plan Sched. D M $22B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedUPS Retirement Plan funded ratio 94.0% -> 81.5% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedUPS Retirement Plan plan assets $30.0B -> $22.7B (-24.6%, 2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951732075-001
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.