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
Convergys Corporation Pension Plan
Corporate pensionCincinnati, OH
Assets
$115M
Total assets, Dec 31, 2024 reported
Funded
88.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Concentrix Cvg Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.4%
Consultants and advisers
2 firms
- State Street Global Advisors Directed trusteethrough 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Russell Trust Company15 rows, latest Dec 31, 2024
Commitments
15 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 | Russell 1000 Index Fund-Series Icollective trust | Russell Trust Company | Pooled vehicles | $14.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell International Fundcollective trust | Russell Trust Company | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Equity II Fundcollective trust | Russell Trust Company | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ritc Emerging Markets Fundcollective trust | Russell Trust Company | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell Fixed Income I Fundcollective trust | Russell Trust Company | Fixed income | $57.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 1000 Index Fund-Series Icollective trust | Russell Trust Company | Pooled vehicles | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell International Fundcollective trust | Russell Trust Company | Pooled vehicles | $22.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell Equity II Fundcollective trust | Russell Trust Company | Public equity | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ritc Emerging Markets Fundcollective trust | Russell Trust Company | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell Fixed Income I Fundcollective trust | Russell Trust Company | Fixed income | $29.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 1000 Index Fund-Series Icollective trust | Russell Trust Company | Pooled vehicles | $29.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell International Fundcollective trust | Russell Trust Company | Pooled vehicles | $24.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell Equity II Fundcollective trust | Russell Trust Company | Public equity | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell Multi-Manager Bond Fundcollective trust | Russell Trust Company | Fixed income | $12.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ritc Emerging Markets Fundcollective trust | Russell Trust Company | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov |
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 | 3,648 | $118M | $126M | 88.8% | $115M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,764 | $116M | $130M | 87.6% | $118M | $9,949 | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,135 | $159M | $139M | 100.7% | $116M | $113,800 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Russell Investments Trust Company codes 25 50 51 $476,949 PY2024
- AON Consutling codes 11 13 50 $54,995 PY2024
- Russell 1000 Index Fund Sr I Sched. D C $14.5M PY2024
- Russell International Fund Sched. D C $13.0M PY2024
- Russell Equity II Fund Sched. D C $4.0M PY2024
- Ritc Emerging Markets Fund Sched. D C $2.8M PY2024
- Russel 8yr Ldi Fixed Inc Fd Sched. D C $48.6M PY2024
- Russell Fixed Income I Fund Sched. D C PY2024
- Russell 14yr Ldi Fixed Inc Fd Sched. D C $11.2M PY2024
- Russell 10-15yr Strips Fixed Inc Fd Sched. D C $12.1M PY2024
- Russell 15-20yr Strips Fixed Inc Fd Sched. D C $5.9M PY2024
- Russell 25+ Yr Strips Fixed Inc Fd Sched. D C $2.4M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Russell Investments Trust Company codes 25 50 51 $521,357 PY2023
- AON Consutling codes 11 13 50 $291,021 PY2023
- Alight Solutions LLC codes 13 50 $750 PY2023
- Russell Multi Manager Bd Fund Sched. D C PY2023
- Russell Fixed Income I Fund Sched. D C $57.9M PY2023
- Russell 1000 Index Fund Sr I Sched. D C $26.0M PY2023
- Russell International Fund Sched. D C $22.0M PY2023
- Russell Equity II Fund Sched. D C $7.1M PY2023
- Ritc Emerging Markets Fund Sched. D C $4.5M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Frank Russell Trust Co. codes 25 50 51 $645,038 PY2022
- AON Consutling codes 11 13 50 $461,805 PY2022
- Alight Solutions LLC codes 13 50 $4,050 PY2022
- Russell International Fund Sched. D C $24.0M PY2022
- Russell Equity II Fund Sched. D C $7.3M PY2022
- Russell Multi Manager Bd Fund Sched. D C $12.5M PY2022
- Ritc Emerging Markets Fund Sched. D C $5.2M PY2022
- Russell Fixed Income I Fund Sched. D C $29.1M PY2022
- Russell 1000 Index Fund Sr I Sched. D C $29.5M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Holding endedinferenceConvergys Corporation Pension Plan no longer reports Russell Fixed Income I Fund (Russell Trust Company) (last held $58M at 2023-12-31; absent from the 2024-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceConvergys Corporation Pension Plan no longer reports Russell Multi-Manager Bond Fund (Russell Trust Company) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedConvergys Corporation Pension Plan funded ratio 100.7% -> 87.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedConvergys Corporation Pension Plan plan assets $159M -> $116M (-27.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 831746894-001
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.