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
News Corp Pension Plan
Corporate pensionNEW York, NY
Assets
$206M
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
none on the tape
Plan sponsor: NC Transaction, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Common/collective trusts 91.9%
- Registered investment companies 0.1%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough 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)
- Mercer Investments LLCplan years 2023
Commitments
20 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 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $61.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $26.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $13.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $30.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $62.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Global Low Volatility Equitycollective trust | Mercer Trust Company | Public equity | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Long Strips Fixed Incomecollective trust | Mercer Trust Company | Fixed income | $33.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $27.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $8.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 3,032 | $210M | $233M | 91.4% | $206M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,099 | $199M | $243M | 86.7% | $208M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 3,407 | $288M | $248M | 107.1% | $198M | n/a | $198M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investment Management codes 50 51 52 $341,614 PY2024
- Fidelity Inv Inst Ops Co codes 10 50 $329,267 PY2024
- Towers Watson Consulting codes 11 50 $230,708 PY2024
- Ernst & Young LLP codes 10 50 $96,213 PY2024
- JP Morgan Chase Bank Na codes 21 27 50 $75,000 PY2024
- Thompson Hine LLP codes 29 50 $55,840 PY2024
- Moss Adams LLP codes 10 50 $11,550 PY2024
- Mercer Act Int Credit Fixed Income Sched. D C $17.5M PY2024
- Mercer Act Long Corp Fixed Income Sched. D C $61.0M PY2024
- Mercer Emerging Mkts Equity Sched. D C $6.0M PY2024
- Mercer Global Low Vol Equity Sched. D C $2.4M PY2024
- Mercer Long Strips Fixed Income Sched. D C $26.5M PY2024
- Mercer Opportunistic Fixed Income Sched. D C $19.3M PY2024
- Mercer Passive Long Govt Fixed Inc Sched. D C $7.5M PY2024
- Mercer US Lg Cap Core Passive Eqty Sched. D C $30.5M PY2024
- Mercer US Small/mid Cap Equity Sched. D C $5.3M PY2024
- Mercer Non-Us Core Equity Portfolio Sched. D C $13.6M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Mercer Investment Management codes 50 51 52 $438,854 PY2023
- Fidelity Inv Inst Ops Co codes 10 50 $212,864 PY2023
- Towers Watson Consulting codes 11 50 $164,606 PY2023
- Ernst & Young LLP codes 10 50 $104,050 PY2023
- Thompson Hine LLP codes 29 50 $52,790 PY2023
- JP Morgan Chase Bank Na codes 21 27 50 $45,000 PY2023
- Moss Adams LLP codes 10 50 $19,800 PY2023
- NC Transaction, Inc. Master Trust Sched. D M PY2023
- Mercer Act Int Credit Fixed Income Sched. D C $8.0M PY2023
- Mercer Act Long Corp Fixed Income Sched. D C $62.9M PY2023
- Mercer Emerging Mkts Equity Sched. D C $12.0M PY2023
- Mercer Global Low Vol Equity Sched. D C $10.1M PY2023
- Mercer Long Strips Fixed Income Sched. D C $33.9M PY2023
- Mercer Non-Us Core Equity Portfolio Sched. D C $22.1M PY2023
- Mercer Opportunistic Fixed Income Sched. D C $9.1M PY2023
- Mercer Passive Long Govt Fixed Inc Sched. D C $2.1M PY2023
- Mercer US Lg Cap Core Passive Eqty Sched. D C $27.9M PY2023
- Mercer US Small/mid Cap Equity Sched. D C $8.1M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Fidelity Inv Inst Ops Co codes 10 50 $397,951 PY2022
- Towers Watson Consulting codes 11 50 $204,940 PY2022
- Ernst & Young LLP codes 10 50 $109,320 PY2022
- Thompson Hine LLP codes 29 50 $88,664 PY2022
- JP Morgan Chase Bank Na codes 21 27 50 $15,000 PY2022
- NC Transaction, Inc. Master Trust Sched. D M $198M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedNews Corp Pension Plan funded ratio 86.7% -> 91.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNews Corp Pension Plan funded ratio 107.1% -> 86.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNews Corp Pension Plan plan assets $288M -> $199M (-30.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 461138762-003
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.