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 Wilmer Cutler Pickering Hale and Dorr LLP
Corporate pensionBoston, MA
Assets
$230M
Total assets, Dec 31, 2024 reported
Funded
100.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Wilmer Cutler Pickering Hale and Dorr LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 60.1%
- Registered investment companies 34.1%
- Common stock 5.1%
Consultants and advisers
1 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Security Capital Research & Mgmtplan years 2024
- Security Capital Research & Managemplan years 2023
- Select Equity Groupplan years 2023
- Fortress Credit Opp Fund (b) LPplan years 2023
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
30 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 | 367 | $214M | $214M | 100.3% | $230M | $138M | n/a | n/a |
| 2023 to Dec 31, 2023 | 356 | $193M | $193M | 100.1% | $214M | $125M | n/a | n/a |
| 2022 to Dec 31, 2022 | 354 | $253M | $249M | 101.7% | $193M | $115M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Select Equity Group codes 51 $109,433 PY2024
- Security Capital Research & Managem codes 51 $13,690 PY2024
- Mercer codes 11 PY2024
- Select Equity Group codes 51 $87,969 PY2023
- Fortress Credit Opp Fund (b) LP codes 51 $11,449 PY2023
- Security Capital Research & Managem codes 51 $8,971 PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Assets changedRetirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP plan assets $193M -> $214M (+11.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP total assets $193M -> $214M (+11.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedRetirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLP plan assets $253M -> $193M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041409810-006
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.