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
American Postal Workers Union Health Plan Employee Pension Plan
Corporate pensionElkridge, MD
Assets
$67.1M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: American Postal Workers Union Afl-Cio Health Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.4%
- Partnership/joint venture interests 18.8%
- 103-12 investment entities 75.1%
- Registered investment companies 4.7%
Consultants and advisers
3 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Angelo, Gordon & Co. Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- American Realty Advisorsplan years 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Equity Group Trust103 12 ie | Marco Consulting Group | Public equity | $27.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fixed Income Group Trust103 12 ie | Marco Consulting Group | Fixed income | $22.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Equity Group Trust103 12 ie | Marco Consulting Group | Public equity | $26.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fixed Income Group Trust103 12 ie | Marco Consulting Group | Fixed income | $21.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Equity Group Trust103 12 ie | Marco Consulting Group | Public equity | $30.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fixed Income Group Trust103 12 ie | Marco Consulting Group | Fixed income | $14.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$89,898 (2023-12) · $78,709 (2022-12)
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 | 411 | $65.2M | $50.6M | 106.0% | $67.1M | $12.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 408 | $61.8M | $51.7M | 106.8% | $65.2M | $13.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 419 | $73.4M | $49.0M | 112.1% | $61.9M | $14.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal Marco Advisors codes 27 31 50 $116,673 PY2024
- American Realty Advisors codes 28 51 $77,304 PY2024
- Willis Towers Watson codes 11 17 50 $56,790 PY2024
- Withumsmith + Brown PC codes 10 50 $33,800 PY2024
- Equity Group Trust Sched. D E $27.5M PY2024
- Fixed Income Group Trust Sched. D E $22.9M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- American Realty Advisors codes 28 51 $92,815 PY2023
- Segal Marco Advisors codes 27 31 50 $86,956 PY2023
- Willis Towers Watson codes 11 17 50 $54,948 PY2023
- Withumsmith + Brown PC codes 10 50 $33,789 PY2023
- Equity Group Trust Sched. D E $26.3M PY2023
- Fixed Income Group Trust Sched. D E $21.6M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- American Realty Advisors codes 28 51 $105,789 PY2022
- Segal Marco Advisors codes 27 31 50 $75,290 PY2022
- Willis Towers Watson codes 11 17 50 $57,388 PY2022
- Withumsmith + Brown PC codes 10 50 $32,240 PY2022
- Fixed Income Group Trust Sched. D E $14.7M PY2022
- Equity Group Trust Sched. D E $30.6M PY2022
- Alternatives Group Trust Sched. D E PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedAmerican Postal Workers Union Health Plan Employee Pension Plan funded ratio 112.1% -> 106.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Postal Workers Union Health Plan Employee Pension Plan plan assets $73M -> $62M (-15.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520940594-001
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.