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
Retirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP
Corporate pensionLOS Angeles, CA
Assets
$192M
Total assets, Dec 31, 2024 reported
Funded
114.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Quinn Emanuel Urquhart & Sullivan, LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.1%
- U.S. Government securities 18.1%
- Other investments 0.0%
- Registered investment companies 59.2%
- Common stock 9.2%
Consultants and advisers
2 firms
- Fidelity Investments Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. 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)
- MG Trust Company DBA Matrix Trustplan years 2023
- Merrill Lynch,pierce,fenner & Smithplan 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
32 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 | 306 | $171M | $155M | 114.2% | $192M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 301 | $150M | $135M | 122.0% | $171M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 286 | $165M | $122M | 129.2% | $150M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Matrix Trust Company codes 33 49 50 51 52 59 60 62 63 72 $600,057 PY2024
- Milliman, Inc. codes 11 17 $186,647 PY2024
- Holthouse Carlin & van Trigt codes 10 $33,830 PY2024
- Milliman, Inc. codes 11 PY2024
- Matrix Trust Company codes 33 49 50 51 52 59 60 62 63 72 $511,074 PY2023
- Milliman, Inc. codes 11 17 $184,155 PY2023
- Holthouse Carlin & van Trigt codes 10 $35,638 PY2023
- Fidelity Investments codes 27 65 $22,820 PY2023
- Roland G. Simpson, a Law Corp codes 29 $9,460 PY2023
- Milliman, Inc. codes 11 PY2023
- Merrill Lynch Pierce Fenner & Smith codes 33 49 50 51 52 59 60 62 63 72 $556,107 PY2022
- Milliman, Inc. codes 11 17 $153,655 PY2022
- Fidelity Investments codes 27 65 $55,367 PY2022
- Holthouse Carlin & van Trigt codes 10 $11,533 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceFidelity Investments no longer appears on Retirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Dec 31, 2024Assets changedRetirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP total assets $171M -> $192M (+12.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedRetirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP funded ratio 122.0% -> 114.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP plan assets $150M -> $171M (+13.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP total assets $150M -> $171M (+13.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLP funded ratio 129.2% -> 122.0% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954004138-003
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.