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
Disney Salaried Pension Plan D
Corporate pensionBurbank, CA
Assets
$10B
Total assets, Dec 31, 2024 reported
Funded
110.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Twdc Enterprises 18 Corp.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Master trust investment accounts 99.8%
Consultants and advisers
5 firms
- Albourne America LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Evestment Investment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Mercer Human Resources Consulting Actuarythrough Dec 31, 2022 Form 5500
- Mercer 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)
- Newport Trust Companyplan years 2022
- Blackrock Financial Management, Incplan years 2022
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
30 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 | 35,703 | $9.4B | $7.5B | 110.7% | $10B | n/a | $10B | n/a |
| 2023 to Dec 31, 2023 | 36,038 | $8.6B | $7.1B | 115.0% | $10B | n/a | $10B | n/a |
| 2022 to Dec 31, 2022 | 36,458 | $10B | $6.6B | 128.1% | $9.2B | n/a | $9.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- State Street Corporation codes 25 28 50 63 99 $504,413 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $259,829 PY2024
- Albourne America LLC codes 27 50 $152,314 PY2024
- Mercer Human Resources Consulting codes 11 50 $151,235 PY2024
- Groom Law Group codes 29 50 $97,648 PY2024
- Moss Adams LLP codes 10 50 $57,000 PY2024
- Newport Trust Company codes 28 50 $46,013 PY2024
- BSR & Co. codes 10 50 $29,389 PY2024
- Covington & Burling, LLP codes 29 50 $28,683 PY2024
- Evestment codes 27 50 $22,988 PY2024
- The Walt Disney Company Retire Mt Sched. D M $10B PY2024
- Mercer codes 11 PY2024
- State Street Corporation codes 25 28 50 63 99 $681,060 PY2023
- Mercer Human Resources Consulting codes 11 50 $146,263 PY2023
- Albourne America LLC codes 27 50 $139,611 PY2023
- Pricewaterhousecoopers LLP codes 10 50 $108,025 PY2023
- Newport Trust Company codes 28 50 $95,769 PY2023
- Groom Law Group codes 29 50 $61,573 PY2023
- Moss Adams LLP codes 10 50 $50,000 PY2023
- BSR & Co. codes 10 50 $29,405 PY2023
- Evestment codes 27 50 $22,021 PY2023
- Covington & Burling, LLP codes 29 50 $11,319 PY2023
- The Walt Disney Company Retire Mt Sched. D M $10B PY2023
- Mercer codes 11 PY2023
- State Street Corporation codes 25 28 50 63 99 $856,332 PY2022
- Moss Adams LLP codes 10 50 $104,000 PY2022
- Newport Trust Company codes 28 50 $84,903 PY2022
- Covington & Burling, LLP codes 29 50 $75,885 PY2022
- Pricewaterhousecoopers LLP codes 10 50 $75,681 PY2022
- Mercer Human Resources Consulting codes 11 50 $67,457 PY2022
- Blackrock Financial Management, Inc codes 28 50 $46,851 PY2022
- BSR & Co. codes 10 50 $40,773 PY2022
- Evestment codes 27 50 $21,300 PY2022
- The Walt Disney Company Retire Mt Sched. D M $9.2B PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedDisney Salaried Pension Plan D funded ratio 115.0% -> 110.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAlbourne America LLC appears on Disney Salaried Pension Plan D's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Albourne America LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlackrock Financial Management, Inc no longer appears on Disney Salaried Pension Plan D's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Financial Management, Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedDisney Salaried Pension Plan D funded ratio 128.1% -> 115.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDisney Salaried Pension Plan D plan assets $10.3B -> $8.6B (-16.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954545390-010
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.