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
The Hartford Retirement Plan for U.S. Employees
Corporate pensionHartford, CT
Assets
$3.4B
Total assets, Dec 31, 2024 reported
Funded
98.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Hartford Financial Services Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.1%
- Corporate debt instruments (other) 56.4%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 8.4%
- Other investments 0.2%
- Other loans 3.9%
- Partnership/joint venture interests 22.9%
- Common stock 1.6%
Consultants and advisers
6 firms
- Mercer Investments LLC General consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2024 Form 5500
- Mercer (US) LLC Actuarythrough Dec 31, 2024 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- J.P. Morgan Investment Managementplan years 2023
- Blackstone Real Estateplan years 2022
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
33 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 | 21,269 | $3.6B | $3.2B | 98.9% | $3.4B | $778M | n/a | n/a |
| 2023 to Dec 31, 2023 | 21,672 | $3.5B | $3.2B | 99.8% | $3.6B | $826M | n/a | n/a |
| 2022 to Dec 31, 2022 | 22,147 | $4.5B | $3.2B | 110.7% | $3.5B | $819M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FMR LLC codes 64 $1.1M PY2024
- The Bank of New York Mellon codes 18 19 21 $340,245 PY2024
- Mercer Investments LLC codes 16 $296,290 PY2024
- Mercer (US) LLC codes 11 $74,400 PY2024
- Mercer codes 11 PY2024
- Hartford Fire Insurance codes 23 $13.0M PY2023
- FMR LLC codes 64 $1.1M PY2023
- The Bank of New York Mellon codes 18 19 $577,471 PY2023
- Mercer Investment Management codes 16 $308,516 PY2023
- Bchr US Acquisitions Inc codes 11 $150,048 PY2023
- J.P. Morgan Imvestment Management codes 28 $75,973 PY2023
- The Prudential Insurance codes 23 $7,124 PY2023
- Commingled Pension Trust Fund Sched. D C PY2023
- Buck Global, LLC codes 11 PY2023
- Hartford Fire Insurance codes 23 50 $14.9M PY2022
- FMR LLC codes 15 50 64 65 $1.4M PY2022
- The Bank of New York Mellon codes 18 49 50 62 $530,063 PY2022
- Jpmorgan Chase Bank, N.A. codes 24 27 28 50 51 $411,765 PY2022
- Blackstone Real Estate codes 28 50 51 $345,074 PY2022
- Mercer Investment Management codes 27 50 $279,282 PY2022
- Buck Global, LLC codes 11 17 34 50 70 $160,056 PY2022
- Bchr US Acquisitions Inc. codes 11 50 $159,731 PY2022
- The Prudential Insurance codes 23 50 $143,547 PY2022
- Commingled Pension Trust Fund Sched. D C PY2022
- Buck Global, LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceJ.P. Morgan Imvestment Management no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJpmorgan Chase Bank, N.A. no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBuck Global, LLC no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with Buck Global, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedJ.P. Morgan Imvestment Management appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlackstone Real Estate no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Blackstone Real Estateaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Hartford Retirement Plan for U.S. Employees funded ratio 110.7% -> 99.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Hartford Retirement Plan for U.S. Employees plan assets $4.5B -> $3.5B (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133317783-001
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.