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
Brown-Forman Corporation Retirement Plan
Corporate pensionLouisville, KY
Assets
$35.0M
Total assets, Dec 31, 2024 reported
Funded
121.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Brown-Forman Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- Aon Actuarythrough Dec 31, 2024 Form 5500
- Hewitt Associates Actuarythrough 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
28 readings
Contributions
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 | 340 | $38.6M | $31.9M | 121.1% | $35.0M | n/a | $35.0M | n/a |
| 2023 to Dec 31, 2023 | 380 | $40.1M | $34.6M | 119.9% | $38.6M | n/a | $38.6M | n/a |
| 2022 to Dec 31, 2022 | 395 | $49.3M | $33.9M | 132.2% | $40.1M | n/a | $40.1M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc codes 11 $51,997 PY2024
- Crowe LLP codes 10 $15,015 PY2024
- Cherry Bekaert Advisory LLC codes 10 $8,081 PY2024
- Brown-Forman Corp Master Trust Sched. D M $35.0M PY2024
- AON Consulting, Inc codes 11 PY2024
- Hewitt Associates codes 11 $47,131 PY2023
- Crowe LLP codes 10 $14,145 PY2023
- MCM CPAS & Advisors LLP codes 10 $7,149 PY2023
- Brown-Forman Corp Master Trust Sched. D M $38.6M PY2023
- AON Consulting, Inc codes 11 PY2023
- Hewitt Associates codes 11 $46,384 PY2022
- Crowe LLP codes 10 $13,400 PY2022
- MCM CPAS & Advisors LLP codes 10 $6,630 PY2022
- Brown-Forman Corp Master Trust Sched. D M $40.1M PY2022
- AON Consulting, Inc codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedBrown-Forman Corporation Retirement Plan funded ratio 132.2% -> 119.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBrown-Forman Corporation Retirement Plan plan assets $49M -> $40M (-18.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610143150-001
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.