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
Philips North America Pension Plan
Corporate pensionCambridge, MA
Assets
$477M
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Philips North America LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
6 firms
- Securities Class Action Services Pension consultantthrough Dec 31, 2022 Form 5500
- Segal Marco Advisors Pension consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
29 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 | 2,991 | $489M | $439M | 100.4% | $477M | n/a | $477M | n/a |
| 2023 to Dec 31, 2023 | 3,153 | $504M | $462M | 100.3% | $489M | n/a | $489M | n/a |
| 2022 to Dec 31, 2022 | 3,356 | $705M | $471M | 100.5% | $504M | n/a | $504M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Telus Health codes 13 50 64 $417,773 PY2024
- Mercer codes 11 50 $139,800 PY2024
- Segal Advisors, Inc codes 17 50 $116,978 PY2024
- Northern Trust Company codes 25 50 60 $115,027 PY2024
- Jhson, O' Con, Ferron & Carucci LLP codes 10 50 $32,000 PY2024
- Securities Class Action Services codes 17 50 $13,919 PY2024
- Morgan Lewis & Bockius LLP codes 29 50 $5,659 PY2024
- PNA Master Retirement Trust Sched. D M $477M PY2024
- Mercer codes 11 PY2024
- Lifeworks (US) Ltd. codes 13 50 64 $407,874 PY2023
- Mercer codes 11 50 $161,250 PY2023
- Segal Advisors, Inc codes 17 50 $144,250 PY2023
- Northern Trust Company codes 25 50 60 $115,681 PY2023
- Jhson, O' Con, Ferron & Carucci LLP codes 10 50 $32,000 PY2023
- Securities Class Action Services codes 17 50 $13,919 PY2023
- PNA Master Retirement Trust Sched. D M $489M PY2023
- Mercer codes 11 PY2023
- Lifeworks (US) Ltd. codes 13 50 64 $415,685 PY2022
- Northern Trust Company codes 25 50 60 $166,658 PY2022
- Kidron Capital Securities LLC codes 29 50 $147,063 PY2022
- Mercer codes 11 50 $96,750 PY2022
- Segal Advisors, Inc codes 17 50 $71,500 PY2022
- Jhson, O' Con, Ferron & Carucci LLP codes 10 50 $27,500 PY2022
- Morgan, Lewis & Bockius LLP codes 29 50 $19,254 PY2022
- AON Consulting, Inc. codes 11 50 $18,268 PY2022
- Melting Point codes 29 50 $14,726 PY2022
- Securities Class Action Services codes 17 50 $13,919 PY2022
- State Street Bank & Trust Co. codes 25 50 $6,763 PY2022
- PNA Master Retirement Trust Sched. D M $504M PY2022
- Mercer codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedPhilips North America Pension Plan plan assets $705M -> $504M (-28.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133429115-007
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.