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

BJC Pension Plan

Corporate pensionST. Louis, MO
Assets
$2.7B
Total assets, Dec 31, 2024 reported
Funded
94.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
1 managers on Schedule C
Plan sponsor: BJC Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 10.3%
  • Corporate debt instruments (preferred) 1.4%
  • U.S. Government securities 14.6%
  • Other investments 5.3%
  • Partnership/joint venture interests 49.2%
  • Common/collective trusts 18.9%
  • Common stock 0.0%
  • Preferred stock 0.0%
Consultants and advisers
6 firms
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
From Schedule C (investment management, code 28)
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$512M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$459M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$334M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CF Chenavari Credit Fundcollective trustChenavari Investment ManagersPrivate credit$409,030 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$2.7B Dec 31, 2024 reported Form 5500
$2.8B (2023-12) · $2.8B (2022-12)
Plan assets
$2.8B Jan 1, 2024 reported Form 5500
$2.8B (2023-01) · $3.6B (2022-01)
Net assets
$2.6B Dec 31, 2024 reported Form 5500
$2.7B (2023-12) · $2.7B (2022-12)
Funded ratio
94.1% Jan 1, 2024 reported Form 5500
93.8% (2023-01) · 113.1% (2022-01)
Funding target
$2.9B Jan 1, 2024 reported Form 5500
$2.8B (2023-01) · $2.5B (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.03% (2023-01) · 5.50% (2022-01)
Participants
41,015 Jan 1, 2024 reported Form 5500
39,282 (2023-01) · 38,078 (2022-01)
Contributions
$145M Dec 31, 2024 reported Form 5500
$95.3M (2023-12) · $148M (2022-12)
Benefits paid
$130M Dec 31, 2024 reported Form 5500
$121M (2023-12) · $113M (2022-12)
Net investment income
$-90.5M Dec 31, 2024 reported Form 5500
$46.5M (2023-12) · $-763M (2022-12)
Investment management fees
$5.4M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $2.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202441,015$2.8B$2.9B94.1%$2.7B$1.3B$0$0
2023 to Dec 31, 202339,282$2.8B$2.8B93.8%$2.8B$1.4Bn/an/a
2022 to Dec 31, 202238,078$3.6B$2.5B113.1%$2.8B$1.5Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2023Holding endedinference
    BJC Pension Plan no longer reports CF Chenavari Credit Fund (last held $409,030 at 2022-12-31; absent from the 2023-12-31 filing)
    with CF Chenavari Credit Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Acadian Asset Management Headquarte no longer appears on BJC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Acadian Asset Management Headquarteaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Lsvinternational Value Equity Trust no longer appears on BJC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with LSV Int'l Value Equity Trustaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Silchester International Investor I no longer appears on BJC Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Silchester International Investoraskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Acadian Asset Management, LLC no longer appears on BJC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Acadian Asset Managementaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    BJC Pension Plan funded ratio 113.1% -> 93.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    BJC Pension Plan plan assets $3.6B -> $2.8B (-22.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431617558-333
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.