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
Upmc Basic Retirement Plan
Corporate pensionPittsburgh, PA
Assets
$3.0B
Total assets, Dec 31, 2024 reported
Funded
107.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Upmc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 95.8%
Consultants and advisers
3 firms
- Aon Actuarythrough Dec 31, 2023 Form 5500
- Bank of New York Mellon Trusteethrough 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
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
33 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 | 98,949 | $2.8B | $2.7B | 107.3% | $3.0B | n/a | $2.9B | n/a |
| 2023 to Dec 31, 2023 | 94,292 | $2.8B | $2.6B | 117.3% | $2.8B | n/a | $2.8B | n/a |
| 2022 to Dec 31, 2022 | 91,449 | $3.2B | $2.4B | 118.2% | $2.8B | n/a | $2.6B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 99 $2.7M PY2024
- BNY Mellon, N.A. codes 21 $515,065 PY2024
- AON Consulting, Inc. codes 11 $204,550 PY2024
- Ernst & Young, LLP codes 10 $95,300 PY2024
- Cozen O'Connor codes 29 $5,424 PY2024
- Upmc Master Trust Sched. D M $2.9B PY2024
- AON Consulting, Inc. codes 11 PY2024
- Alight Solutions LLC codes 15 99 $4.7M PY2023
- AON Actuarial codes 11 $171,547 PY2023
- Ernst & Young, LLP codes 10 $94,300 PY2023
- Cozen O'Connor codes 29 $32,316 PY2023
- Upmc Master Trust Sched. D M $2.8B PY2023
- AON Consulting, Inc. codes 11 PY2023
- Alight Solutions LLC codes 15 $3.4M PY2022
- Bank of New York Mellon, N.A. codes 21 $244,595 PY2022
- Ernst & Young, LLP codes 10 $95,700 PY2022
- Cozen O'Connor codes 29 $45,719 PY2022
- Upmc Master Trust Sched. D M $2.6B PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedUpmc Basic Retirement Plan funded ratio 117.3% -> 107.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedUpmc Basic Retirement Plan plan assets $3.2B -> $2.8B (-12.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251423657-333
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.