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

Freeport-Mcmoran Pension Plan

Corporate pensionPhoenix, AZ
Assets
$39.0M
Total assets, Nov 30, 2024 reported
Funded
123.0%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Freeport Minerals Corporation
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
1 firms
  • Mercer Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
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
22 readings
Total assets
$39.0M Nov 30, 2024 reported Form 5500
$39.8M (2023-11)
Plan assets
$39.7M Dec 1, 2023 reported Form 5500
$42.5M (2022-12)
Net assets
$38.9M Nov 30, 2024 reported Form 5500
$39.7M (2023-11)
Funded ratio
123.0% Dec 1, 2023 reported Form 5500
120.5% (2022-12)
Funding target
$32.3M Dec 1, 2023 reported Form 5500
$35.2M (2022-12)
Discount rate
5.74% Dec 1, 2023 reported Form 5500
5.37% (2022-12)
Participants
2,772 Dec 1, 2023 reported Form 5500
2,935 (2022-12)
Contributions
$0 Nov 30, 2024 reported Form 5500
$0 (2023-11)
Benefits paid
$3.4M Nov 30, 2024 reported Form 5500
$3.5M (2023-11)
Net investment income
$-807,163 Nov 30, 2024 reported Form 5500
$-2.8M (2023-11)
Investment management fees
$75,843 Nov 30, 2024 reported Form 5500
$83,794 (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 20242,772$39.7M$32.3M123.0%$39.0Mn/a$39.0Mn/a
2022 to Nov 30, 20232,935$42.5M$35.2M120.5%$39.8Mn/a$39.8Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Dec 1, 2023Funded status changed
    Freeport-Mcmoran Pension Plan funded ratio 120.5% -> 123.0% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131808503-016
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.