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
Sumitomo Mitsui Banking Corporation Retirement Plan
Corporate pensionNEW York, NY
Assets
$342M
Total assets, Dec 31, 2024 reported
Funded
104.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Sumitomo Mitsui Banking Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 82.5%
Consultants and advisers
1 firms
- USI Consulting Group 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
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 | 5,107 | $279M | $276M | 104.4% | $342M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,273 | $240M | $233M | 113.1% | $281M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,540 | $293M | $188M | 131.6% | $242M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cohnreznick LLP codes 10 $86,800 PY2024
- USI Consulting Group codes 11 $75,564 PY2024
- Nixon Peabody LLP codes 29 $5,052 PY2024
- USI Consulting Group codes 11 PY2024
- USI Consulting Group codes 11 $93,205 PY2023
- Nixon Peabody LLP codes 29 $29,665 PY2023
- Cohnreznick LLP codes 10 $7,500 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 $59,474 PY2022
- Cohnreznick LLP codes 10 $42,450 PY2022
- Nixon Peabody LLP codes 29 $1,838 PY2022
- USI Consulting Group codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedSumitomo Mitsui Banking Corporation Retirement Plan total assets $281M -> $342M (+21.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSumitomo Mitsui Banking Corporation Retirement Plan funded ratio 113.1% -> 104.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSumitomo Mitsui Banking Corporation Retirement Plan plan assets $240M -> $279M (+16.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSumitomo Mitsui Banking Corporation Retirement Plan total assets $242M -> $281M (+16.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSumitomo Mitsui Banking Corporation Retirement Plan funded ratio 131.6% -> 113.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSumitomo Mitsui Banking Corporation Retirement Plan plan assets $293M -> $240M (-18.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135611820-001
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.