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

Atlas Copco Pension Plan

Corporate pensionParsippany, NJ
Assets
$48.0M
Total assets, Dec 31, 2024 reported
Funded
106.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: Atlas Copco North America LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firms
  • Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Pgim Quant Sol US Brd Mkt Idxseparate accountPrudential Retirement & Annuity InsPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Blend/wellingtonseparate accountPrudential Retirement & Annuity InsPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Govt Sec Enhd Index / Pgim Fdseparate accountPrudential Retirement & Annuity InsPooled vehicles$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024INV Grade Corp Bond / Pgimseparate accountPrudential Retirement & Annuity InsFixed income$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pgim Quant Sol US Brd Mkt Idxseparate accountPrudential Retirement & Annuity InsPooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Blend/wellingtonseparate accountPrudential Retirement & Annuity InsPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Govt Sec Enhd Index / Pgim Fdseparate accountPrudential Retirement & Annuity InsPooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023INV Grade Corp Bond / Pgimseparate accountPrudential Retirement & Annuity InsFixed income$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Quant Sol US Brd Mkt Idxseparate accountPrudential Retirement & Annuity InsPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Blend/wellingtonseparate accountPrudential Retirement & Annuity InsPooled vehicles$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Corporate Bond / Pgim Fundseparate accountPrudential Retirement & Annuity InsFixed income$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Govt Sec Enhd Index / Pgim Fdseparate accountPrudential Retirement & Annuity InsPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$48.0M Dec 31, 2024 reported Form 5500
$48.3M (2023-12) · $46.9M (2022-12)
Plan assets
$48.3M Jan 1, 2024 reported Form 5500
$46.9M (2023-01) · $60.7M (2022-01)
Net assets
$48.0M Dec 31, 2024 reported Form 5500
$48.3M (2023-12) · $46.9M (2022-12)
Funded ratio
106.6% Jan 1, 2024 reported Form 5500
100.9% (2023-01) · 103.8% (2022-01)
Funding target
$43.8M Jan 1, 2024 reported Form 5500
$45.1M (2023-01) · $56.9M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 2.69% (2022-01)
Participants
1,274 Jan 1, 2024 reported Form 5500
1,329 (2023-01) · 1,384 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$2.5M Dec 31, 2024 reported Form 5500
$3.2M (2023-12) · $4.0M (2022-12)
Net investment income
$-288,397 Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $-13.8M (2022-12)
Investment management fees
$188,514 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,274$48.3M$43.8M106.6%$48.0Mn/an/an/a
2023 to Dec 31, 20231,329$46.9M$45.1M100.9%$48.3Mn/an/an/a
2022 to Dec 31, 20221,384$60.7M$56.9M103.8%$46.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Co codes 13 15 37 50 64 $107,541 PY2024
  • Pgim Quant Sol US Brd Mkt Idx Sched. D P $6.5M PY2024
  • International Blend/wellington Sched. D P $6.5M PY2024
  • Prudential Short-Term Sched. D P $2.5M PY2024
  • Govt Sec Enhd Index / Pgim Fd Sched. D P $8.1M PY2024
  • PRU Long Corporate Bond Sched. D P $3.8M PY2024
  • INV Grade Corp Bond / Pgim Sched. D P $20.7M PY2024
  • Empower codes 11 PY2024
  • Prudential Retirement Insurance and codes 13 15 37 50 64 $75,779 PY2023
  • Empower Capital Management, LLC codes $13,603 PY2023
  • Prudential Short-Term Sched. D P $2.2M PY2023
  • Pgim Quant Sol US Brd Mkt Idx Sched. D P $6.2M PY2023
  • International Blend/wellington Sched. D P $6.4M PY2023
  • Corporate Bond / Pgim Fund Sched. D P PY2023
  • Govt Sec Enhd Index / Pgim Fd Sched. D P $8.0M PY2023
  • PRU Long Corporate Bond Sched. D P $4.0M PY2023
  • INV Grade Corp Bond / Pgim Sched. D P $21.3M PY2023
  • Empower codes 11 PY2023
  • Prudential Retirement Insurance and codes 13 15 37 50 64 $80,288 PY2022
  • Global Portfolio Strategies, Inc. codes $17,608 PY2022
  • Govt Sec Enhd Index / Pgim Fd Sched. D P $7.7M PY2022
  • Pgim Quant Sol US Brd Mkt Idx Sched. D P $5.9M PY2022
  • International Blend/wellington Sched. D P $6.7M PY2022
  • PRU Long Corporate Bond Sched. D P $3.6M PY2022
  • Prudential Short-Term Sched. D P $2.7M PY2022
  • Corporate Bond / Pgim Fund Sched. D P $20.3M PY2022
  • Empower codes 11 PY2022
What changed
5 events
  • Jan 1, 2024Funded status changed
    Atlas Copco Pension Plan funded ratio 100.9% -> 106.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Atlas Copco Pension Plan first reports an interest in INV Grade Corp Bond / Pgim (Prudential Retirement & Annuity Ins): $21M at 2023-12-31
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Atlas Copco Pension Plan no longer reports Corporate Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Atlas Copco Pension Plan funded ratio 103.8% -> 100.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Atlas Copco Pension Plan plan assets $61M -> $47M (-22.7%, 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 205024915-001
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.