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

Signify North America Corporation Pension Plan

Corporate pensionBridgewater, NJ

Assets

$664,307

Total assets, Dec 31, 2024 reported

Funded

90.0%

Jan 1, 2023

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Signify North America Corporation

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 31.4%

Consultants and advisers

4 firms

Curcio Webb Pension consultantthrough Dec 31, 2022 Form 5500
State Street - Russell 2000 Custodianthrough Dec 31, 2022 Form 5500
Aon Actuarythrough 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

3 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust4 rows, latest Dec 31, 2023
Blackrock Long Duration Corporate2 rows, latest Dec 31, 2023
Blackrock1 rows, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Blackrock Institutional Trust Co,naplan years 2022

Commitments

19 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, 2023	Intermediate Govt Bond Index Nl Fdcollective trust	Blackrock Institutional Trust Company	Fixed income	$31.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long Duration Corporate Credit Screcollective trust	Blackrock Long Duration Corporate	Private credit	$169M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Treasury US 10 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$7.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Intermediate Duration Corp Nl Fundcollective trust	Blackrock Institutional Trust Company	Pooled vehicles	$144M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Treasury US 15 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Short-Term Investment Fundcollective trust	Blackrock Institutional Trust Company	Cash	$5,628 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Emerging Markets Index Non-Lendablecollective trust	Blackrock Institutional Trust Company	Public equity	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Developed Real Estate Idx Nlcollective trust	Blackrock Institutional Trust Company	Real estate	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell 3000 Index Non-Lendable Funcollective trust	Blackrock	Pooled vehicles	$20.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	BLK Msci Eafe Eq Idx Non-Lendcollective trust	Blackrock Institutional Trust Company	Pooled vehicles	$14.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	US High Yield Bd Idx Non-Lend Fdcollective trust	Blackrock Institutional Trust Company	Fixed income	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Treas. Jpm Embi Global Diversifiedcollective trust	Blackrock Institutional Trust Company	Hedge / diversifiers	$5.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Intermediate Govt Bond Index Nl Fdcollective trust	Blackrock Institutional Trust Company	Fixed income	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long Duration Corporate Credit Screcollective trust	Blackrock Long Duration Corporate	Private credit	$157M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Treasury US 10 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$12.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Treasury U.S. 5 Year Key Rate Duratcollective trust	Blackrock Institutional Trust Company	Fixed income	$6.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Intermediate Duration Corp Nl Fundcollective trust	Blackrock Institutional Trust Company	Pooled vehicles	$122M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Treasury US 15 Yr Key Rate Durationcollective trust	Blackrock Institutional Trust	Fixed income	$7.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Short-Term Investment Fundcollective trust	Blackrock Institutional Trust Company	Cash	$37,200 held	Disclosed holding	askebsa.dol.gov

Size and funding

29 readings

Total assets

$664,307 Dec 31, 2024 reported Form 5500

$362M (2023-12) · $381M (2022-12)

Plan assets

$378M Jan 1, 2023 reported Form 5500

$537M (2022-01)

Net assets

$0 Dec 31, 2024 reported Form 5500

$361M (2023-12) · $378M (2022-12)

Funded ratio

90.0% Jan 1, 2023 reported Form 5500

111.5% (2022-01)

Funding target

$425M Jan 1, 2023 reported Form 5500

$437M (2022-01)

Discount rate

5.07% Jan 1, 2023 reported Form 5500

5.30% (2022-01)

Participants

6,118 Jan 1, 2024 reported Form 5500

6,386 (2023-01) · 6,695 (2022-01)

Contributions

$43.9M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $5.0M (2022-12)

Benefits paid

$411M Dec 31, 2024 reported Form 5500

$45.1M (2023-12) · $47.6M (2022-12)

Net investment income

$-361M Dec 31, 2024 reported Form 5500

$-17.7M (2023-12) · $-158M (2022-12)

Investment management fees

$97,051 Dec 31, 2024 reported Form 5500

$536,517 (2023-12) · $836,181 (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	6,118	n/a	n/a	n/a	$664,307	n/a	n/a	n/a
2023 to Dec 31, 2023	6,386	$378M	$425M	90.0%	$362M	n/a	n/a	n/a
2022 to Dec 31, 2022	6,695	$537M	$437M	111.5%	$381M	n/a	n/a	n/a

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

Lifeworks codes 15 50 $1.4M PY2024
AON Consulting codes 11 50 $779,588 PY2024
Blackrock codes 28 50 51 $226,048 PY2024
Morgan Lewis and Bochius codes 29 50 $123,467 PY2024
Eisneramper LLP codes 10 50 $59,063 PY2024
State Street Retiree Services codes 15 50 $57,355 PY2024
State Street Bank and Trust Co. codes 19 25 50 $51,207 PY2024
Intermediate Govt Bond Fund Ser E Sched. D C PY2024
LNG Dur Corp Cr Screen Nonlend Ldi Sched. D C PY2024
TSY Us10 Yr Key Rt Dur Rate Dur Nl Sched. D C PY2024
Intermediate Dur Corpor Cl1 Mutual Sched. D C PY2024
TSY US 15 Yr Key Rate Dur Nl F Ldi Sched. D C PY2024
Short-Term Investment Fund Sched. D C PY2024
Blackrock codes 28 50 51 $546,937 PY2023
Lifeworks codes 15 50 $381,301 PY2023
State Street Retiree Services codes 15 50 $92,091 PY2023
AON Consulting codes 11 50 $80,308 PY2023
State Street Bank and Trust Co. codes 19 25 50 $69,271 PY2023
Eisneramper LLP codes 10 50 $42,787 PY2023
Morgan Lewis and Bochius codes 29 50 $39,483 PY2023
Developed Real Estate Idx Nl F Grow Sched. D C PY2023
Russell 3000 Nl Fund Growth Sched. D C PY2023
BLK Msci Eafe Eq Idx Non Lend Growt Sched. D C PY2023
US High Yield Bd Idx Fd a Growth Sched. D C PY2023
BLK Jpm Embi Glbl Div Idx Fd C Grow Sched. D C PY2023
Intermediate Govt Bond Fund Ser E Sched. D C $31.8M PY2023
LNG Dur Corp Cr Screen Nonlend Ldi Sched. D C $169M PY2023
TSY Us10 Yr Key Rt Dur Rate Dur Nl Sched. D C $7.0M PY2023
Treas Us5yr Key Rt Dur Mutual Fund Sched. D C PY2023
Intermediate Dur Corpor Cl1 Mutual Sched. D C $144M PY2023
TSY US 15 Yr Key Rate Dur Nl F Ldi Sched. D C $5.1M PY2023
Short-Term Investment Fund Sched. D C $5,628 PY2023
Emerging Markets Index Non Len Grow Sched. D C PY2023
AON Consulting, Inc. codes 11 PY2023
Blackrock codes 28 50 51 $748,466 PY2022
Lifeworks codes 15 50 $688,151 PY2022
State Street Bank and Trust Co. codes 19 21 50 $136,806 PY2022
State Street Retiree Services codes 15 50 $84,496 PY2022
Eisneramper LLP codes 10 50 $50,295 PY2022
AON Consulting codes 11 50 $48,383 PY2022
Morgan Lewis and Bochius codes 29 50 $36,295 PY2022
Curcio Web codes 17 50 $35,000 PY2022
Emerging Markets Index Non Len Grow Sched. D C $5.5M PY2022
Developed Real Estate Idx Nl F Grow Sched. D C $3.8M PY2022
Russell 3000 Nl Fund Growth Sched. D C $20.1M PY2022
BLK Msci Eafe Eq Idx Non Lend Growt Sched. D C $14.6M PY2022
US High Yield Bd Idx Fd a Growth Sched. D C $5.5M PY2022
BLK Jpm Embi Glbl Div Idx Fd C Grow Sched. D C $5.5M PY2022
Intermediate Govt Bond Fund Ser E Sched. D C $5.4M PY2022
LNG Dur Corp Cr Screen Nonlend Ldi Sched. D C $157M PY2022
TSY Us10 Yr Key Rt Dur Rate Dur Nl Sched. D C $12.3M PY2022
Treas Us5yr Key Rt Dur Mutual Fund Sched. D C $6.3M PY2022
Intermediate Dur Corpor Cl1 Mutual Sched. D C $122M PY2022
TSY US 15 Yr Key Rate Dur Nl F Ldi Sched. D C $7.4M PY2022
Long Term Government Bond Inde Ldi Sched. D C PY2022
TSY US 20 Yr Key Rate Dur Nl Ldi Sched. D C PY2022
Short-Term Investment Fund Sched. D C $37,200 PY2022
AON Consulting, Inc. codes 11 PY2022

What changed

11 events

Dec 31, 2024Assets changed
Signify North America Corporation Pension Plan total assets $362M -> $664,307 (-99.8%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Signify North America Corporation Pension Plan no longer reports Emerging Markets Index Non-Lendable (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
with Emerging Markets Index Non-Lendableaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Signify North America Corporation Pension Plan no longer reports Russell 3000 Index Non-Lendable Fun (Blackrock) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
with Blackrockaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Signify North America Corporation Pension Plan no longer reports Developed Real Estate Idx Nl (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
with Developed Real Estate Idx Nlaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Signify North America Corporation Pension Plan no longer reports US High Yield Bd Idx Non-Lend Fd (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
with US High Yield Bd Idx Non-Lend Fdaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Signify North America Corporation Pension Plan no longer reports Treas. Jpm Embi Global Diversified (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
with Treas. Jpm Embi Global Diversifiedaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Signify North America Corporation Pension Plan no longer reports BLK Msci Eafe Eq Idx Non-Lend (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
with CF Blackrock Msci Eafe Eq Idx Non-Laskebsa.dol.gov
Dec 31, 2023Holding endedinference
Signify North America Corporation Pension Plan no longer reports Treasury U.S. 5 Year Key Rate Durat (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov
Dec 31, 2023Consultant changedinference
Curcio Web no longer appears on Signify North America Corporation Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
with Curcio Webbaskebsa.dol.gov
Jan 1, 2023Funded status changed
Signify North America Corporation Pension Plan funded ratio 111.5% -> 90.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Signify North America Corporation Pension Plan plan assets $537M -> $378M (-29.6%, 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 043391805-003

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.