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
Ups/ibt Full-Time Employee Pension Plan
Corporate pensionAtlanta, GA
Assets
$12B
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Board of Trustees of the Ups/ibt Full-Time Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Master trust investment accounts 94.8%
Consultants and advisers
6 firms
- PWC US Tax LLP General consultantthrough Dec 31, 2024 Form 5500
- Alan Biller and Associates Pension consultantGeneral consultantthrough Dec 31, 2024 Form 5500
- Deloitte Tax LLP General consultantthrough Dec 31, 2023 Form 5500
- Deloitte General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC General consultantActuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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)
- Nisa Investment Advisors, LLCplan years 2024
- Silvant Capital Managementplan 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
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 | 101,532 | $12B | $13B | 80.0% | $12B | n/a | $12B | n/a |
| 2023 to Dec 31, 2023 | 101,448 | $12B | $11B | 80.0% | $12B | n/a | $12B | n/a |
| 2022 to Dec 31, 2022 | 97,911 | $15B | $10B | 106.0% | $12B | n/a | $11B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa Investment Advisors codes 28 50 $988,895 PY2024
- The Bank of New York Mellon codes 18 28 50 $656,701 PY2024
- Conduent Incorporated codes 36 50 $232,724 PY2024
- Willis Towers Watson US LLC codes 16 50 $187,479 PY2024
- Bloomberg Finance LP codes 50 $162,327 PY2024
- PWC US Tax LLP codes 16 50 $160,017 PY2024
- Blackrock Financial codes 50 $121,544 PY2024
- RR Donnelley codes 36 50 $86,490 PY2024
- Pension Benefit Information codes 49 50 $34,509 PY2024
- Deloitte Tax LLP codes 10 16 36 50 $31,468 PY2024
- Factset Research Systems, Inc. codes 36 50 $28,279 PY2024
- Ridgeworth Capital Management codes 28 50 $24,960 PY2024
- Alan Biller & Associates, Inc. codes 17 50 $21,250 PY2024
- Proskauer Rose, LLP codes 29 50 $20,672 PY2024
- Evestment Inc and Subsidiaries codes 36 50 $16,916 PY2024
- Diligend, Inc. codes 49 50 $9,298 PY2024
- UPS Group Trust Sched. D M $12B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- The Bank of New York Mellon codes 18 28 36 50 $1.6M PY2023
- Conduent Incorporated codes 36 50 $274,508 PY2023
- Blackrock Financial codes 36 50 $232,521 PY2023
- Bloomberg Finance LP codes 36 50 $164,129 PY2023
- Willis Towers Watson US LLC codes 16 50 $129,578 PY2023
- Deloitte Tax LLP codes 10 16 36 50 $93,175 PY2023
- RR Donnelley codes 36 50 $76,520 PY2023
- Alan Biller & Associates, Inc. codes 36 50 $42,500 PY2023
- Factset Research Systems, Inc. codes 36 50 $32,271 PY2023
- Pension Benefit Information codes 36 50 $24,030 PY2023
- Evestment Inc and Subsidiaries codes 36 50 $14,818 PY2023
- Proskauer Rose, LLP codes 29 50 $14,770 PY2023
- Diligend, Inc. codes 36 50 $9,086 PY2023
- Lseg US Holdco Inc codes 36 50 $6,608 PY2023
- FX Transparency, LLC codes 36 50 $5,428 PY2023
- Ridgeworth Capital Management codes 28 50 $5,371 PY2023
- UPS Group Trust Sched. D M $12B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- The Bank of New York Mellon codes 18 50 $418,666 PY2022
- Conduent Incorporated codes 36 50 $274,245 PY2022
- RR Donnelley codes 36 50 $226,434 PY2022
- Towers Watson Delaware codes 16 50 $184,527 PY2022
- Alan Biller & Associates codes 16 50 $57,500 PY2022
- Deloitte & Touche, LLP codes 16 50 $55,400 PY2022
- Qdro Benefits Firm codes 36 $9,515 PY2022
- Pension Benefit Information codes 29 50 $6,418 PY2022
- UPS Group Trust Sched. D M $11B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
10 events
- Dec 31, 2024Consultant changedinferenceAlan Biller & Associates, Inc. appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Alan Biller and Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNisa Investment Advisors appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePWC US Tax LLP appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with PWC US Tax LLPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedThe Bank of New York Mellon appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of New York Mellonaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDeloitte & Touche, LLP no longer appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDeloitte Tax LLP appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitte Tax LLPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedRidgeworth Capital Management appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Silvant Capital Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAlan Biller & Associates no longer appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Alan Biller and Associatesaskebsa.dol.gov
- Jan 1, 2023Funded status changedUps/ibt Full-Time Employee Pension Plan funded ratio 106.0% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUps/ibt Full-Time Employee Pension Plan plan assets $15.0B -> $11.9B (-20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 266150755-001
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.