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

Sirva Employees Retirement Plan

Corporate pensionOakbrook Terrace, IL

Assets

$87.2M

Total assets, Dec 31, 2024 reported

Funded

83.0%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Sirva Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Partnership/joint venture interests 5.3%
Common/collective trusts 84.0%
Pooled separate accounts 9.2%

Consultants and advisers

4 firms

AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
Agilis Partners LLC Pension consultantthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

AON Hewitt Investment Consulting, I24 rows, latest Dec 31, 2024
Principal4 rows, latest Dec 31, 2024
Bank of New York Mellon3 rows, latest Dec 31, 2024

Commitments

31 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Ldi Ext Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Credit Bond Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$36.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Large Cap Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$11.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Multi-Asset Credit Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$416,333 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Global Real Estate Fundcollective trust	AON Hewitt Investment Consulting, I	Real estate	$197,346 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Non-Us Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	20+ Year US Treasury Strips Indexcollective trust	AON Hewitt Investment Consulting, I	Fixed income	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Collective US Govt Stif 15collective trust	Bank of New York Mellon	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Multi Asset Credit Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$6.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Ldi Ext Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$9.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Small Cap Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long Credit Bond Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$31.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Large Cap Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$11.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Multi-Asset Credit Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$381,299 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Global Real Estate Fundcollective trust	AON Hewitt Investment Consulting, I	Real estate	$188,370 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Non-Us Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$7.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	20+ Year US Treasury Strips Indexcollective trust	AON Hewitt Investment Consulting, I	Fixed income	$8.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Collective US Govt Stif 15collective trust	Bank of New York Mellon	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Multi Asset Credit Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$6.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Ldi Ext Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$7.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Small Cap Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long Credit Bond Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$43.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cap Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$13.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Multi-Asset Credit Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$339,476 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Global Real Estate Fundcollective trust	AON Hewitt Investment Consulting, I	Real estate	$168,857 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Non-Us Equity Index Fundcollective trust	AON Hewitt Investment Consulting, I	Public equity	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	20+ Year US Treasury Strips Indexcollective trust	AON Hewitt Investment Consulting, I	Fixed income	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Collective US Govt Stif 15collective trust	Bank of New York Mellon	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Multi Asset Credit Fundcollective trust	AON Hewitt Investment Consulting, I	Private credit	$14.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$853,305 held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$87.2M Dec 31, 2024 reported Form 5500

$91.0M (2023-12) · $110M (2022-12)

Plan assets

$90.9M Jan 1, 2024 reported Form 5500

$110M (2023-01) · $180M (2022-01)

Net assets

$87.2M Dec 31, 2024 reported Form 5500

$91.0M (2023-12) · $110M (2022-12)

Funded ratio

83.0% Jan 1, 2024 reported Form 5500

85.4% (2023-01) · 108.6% (2022-01)

Funding target

$121M Jan 1, 2024 reported Form 5500

$139M (2023-01) · $158M (2022-01)

Discount rate

5.03% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.35% (2022-01)

Participants

1,721 Jan 1, 2024 reported Form 5500

2,531 (2023-01) · 3,637 (2022-01)

Contributions

$3.6M Dec 31, 2024 reported Form 5500

$2.9M (2023-12) · $0 (2022-12)

Benefits paid

$7.6M Dec 31, 2024 reported Form 5500

$26.5M (2023-12) · $32.9M (2022-12)

Net investment income

$-3.9M Dec 31, 2024 reported Form 5500

$-18.7M (2023-12) · $-68.8M (2022-12)

Investment management fees

$239,701 Dec 31, 2024 reported Form 5500

$343,687 (2023-12) · $278,120 (2022-12)

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	1,721	$90.9M	$121M	83.0%	$87.2M	$4.6M	n/a	n/a
2023 to Dec 31, 2023	2,531	$110M	$139M	85.4%	$91.0M	$4.4M	n/a	n/a
2022 to Dec 31, 2022	3,637	$180M	$158M	108.6%	$110M	$5.8M	$0	$0

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Hewitt Investments codes 27 50 $159,384 PY2024
Willis Towers Watson US LLC codes 11 50 $143,277 PY2024
Principal Life Insurance Company codes 13 50 64 $80,317 PY2024
Crowe LLP codes 10 50 $31,901 PY2024
Bank of New York Mellon codes 19 21 50 $28,855 PY2024
Active Graphics, Ic. codes 36 50 $5,529 PY2024
Global Real Estate Fund Sched. D C $197,346 PY2024
Non-Us Equity Index Fund Sched. D C $7.6M PY2024
20+ Year U.S. Treasury Strips Index Sched. D C $4.1M PY2024
EB Temp Inv Fd 1.147% 12/31/2049 Dd Sched. D C $1.2M PY2024
Multi Asset Credit Fund Sched. D C $3.2M PY2024
Core Real Estate Sched. D C $6.3M PY2024
Prin Ldi Ext Dur Sep Acct-Z Sched. D P $6.7M PY2024
Small Cap Equity Index Fund Sched. D C $2.0M PY2024
Long Credit Bond Fund Sched. D C $36.4M PY2024
Large Cap Equity Index Fund Sched. D C $11.8M PY2024
High Yield Plus Bond Fund Sched. D C $416,333 PY2024
Willis Towers Watson US LLC codes 11 PY2024
Willis Towers Watson US LLC codes 11 50 $649,850 PY2023
AON Hewitt Investments codes 27 50 $198,203 PY2023
Principal Life Insurance Company codes 13 50 64 $145,484 PY2023
Bank of New York Mellon codes 19 21 50 $31,011 PY2023
Crowe LLP codes 10 50 $28,250 PY2023
Active Graphics, Ic. codes 36 50 $6,621 PY2023
High Yield Plus Bond Fund Sched. D C $381,299 PY2023
Global Real Estate Fund Sched. D C $188,370 PY2023
Non-Us Equity Index Fund Sched. D C $7.4M PY2023
20+ Year U.S. Treasury Strips Index Sched. D C $8.8M PY2023
EB Temp Inv Fd 1.147% 12/31/2049 Dd Sched. D C $2.9M PY2023
Multi Asset Credit Fund Sched. D C $3.4M PY2023
Core Real Estate Sched. D C $6.4M PY2023
Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
Prin Ldi Ext Dur Sep Acct-Z Sched. D P $9.4M PY2023
Small Cap Equity Index Fund Sched. D C $1.9M PY2023
Long Credit Bond Fund Sched. D C $31.5M PY2023
Large Cap Equity Index Fund Sched. D C $11.6M PY2023
Willis Towers Watson US LLC codes 11 PY2023
AON Hewitt Investments codes 27 50 $278,120 PY2022
Willis Towers Watson US LLC codes 11 50 $195,679 PY2022
Bank of New York Mellon codes 19 21 50 $35,451 PY2022
Crowe LLP codes 10 50 $32,793 PY2022
Agilis Partners LLC codes 17 50 $8,000 PY2022
Active Graphics, Ic. codes 36 50 $7,472 PY2022
Global Real Estate Fund Sched. D C $168,857 PY2022
Non-Us Equity Index Fund Sched. D C $7.7M PY2022
20+ Year U.S. Treasury Strips Index Sched. D C $5.4M PY2022
EB Temp Inv Fd 1.147% 12/31/2049 Dd Sched. D C $4.0M PY2022
Multi Asset Credit Fund Sched. D C $5.0M PY2022
Core Real Estate Sched. D C $14.4M PY2022
Prin Liquid Assets Sep Acct-Z Sched. D P $853,305 PY2022
Prin Ldi Ext Dur Sep Acct-Z Sched. D P $7.8M PY2022
Small Cap Equity Index Fund Sched. D C $1.6M PY2022
Long Credit Bond Fund Sched. D C $43.4M PY2022
Large Cap Equity Index Fund Sched. D C $13.3M PY2022
High Yield Plus Bond Fund Sched. D C $339,476 PY2022
Willis Towers Watson US LLC codes 11 PY2022

What changed

7 events

Jan 1, 2024Funded status changed
Sirva Employees Retirement Plan funded ratio 85.4% -> 83.0% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
Sirva Employees Retirement Plan plan assets $110M -> $91M (-17.1%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Sirva Employees Retirement Plan no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $853,305 at 2022-12-31; absent from the 2023-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
Agilis Partners LLC no longer appears on Sirva Employees Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
with Agilis Partners LLCaskebsa.dol.gov
Dec 31, 2023Assets changed
Sirva Employees Retirement Plan total assets $110M -> $91M (-17.0%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Sirva Employees Retirement Plan funded ratio 108.6% -> 85.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Sirva Employees Retirement Plan plan assets $180M -> $110M (-39.2%, 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 521840893-002

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.