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
Agents Retirement Plan of the Lincoln National Life Insurance Company
Corporate pensionRadnor, PA
Assets
$73.4M
Total assets, Dec 31, 2024 reported
Funded
105.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Lincoln National Life Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
5 firms
- Callan LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- NWQ Investment Management Investment adviser (plan)through Dec 31, 2023 Form 5500
- Curcio Webb General consultantthrough Dec 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough 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
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Mitchell & Titusplan years 2022
- NWQ Investment Managementplan years 2022
- State Street Bank & Trust Companyplan years 2022
- Macquarie Investment Mgmnt Advisersplan 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
Investment management fees
$126,382 (2023-12) · $190,354 (2022-12)
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 | 1,371 | $80.0M | $76.2M | 105.3% | $73.4M | n/a | $73.4M | n/a |
| 2023 to Dec 31, 2023 | 1,517 | $76.5M | $84.8M | 92.7% | $80.3M | n/a | $71.3M | n/a |
| 2022 to Dec 31, 2022 | 1,583 | $108M | $90.4M | 108.3% | $76.5M | n/a | $76.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Macquarie Investment Management codes 51 $88,172 PY2024
- Telus Health codes 15 $72,005 PY2024
- Buck Consultants codes 11 15 $63,260 PY2024
- Northern Trust Company codes 21 51 $52,144 PY2024
- Citrin Cooperman & Co codes 10 $15,488 PY2024
- Callan codes 27 $13,893 PY2024
- State Street codes 51 $5,611 PY2024
- Curcio Webb codes 16 $4,261 PY2024
- LIN Nat Corp Empl Retirement Trust Sched. D M $73.4M PY2024
- Buck Global, LLC codes 11 PY2024
- Buck Consultants codes 11 15 $219,854 PY2023
- Macquarie Investment Management codes 51 $103,230 PY2023
- Telus Health codes 15 $87,184 PY2023
- Northern Trust Company codes 21 51 $41,024 PY2023
- Citrin Cooperman & Co codes 10 $16,013 PY2023
- Callan codes 27 $14,048 PY2023
- State Street codes 51 $9,104 PY2023
- Curcio Webb codes 16 $2,396 PY2023
- Mitchell & Titus codes 10 $1,738 PY2023
- LIN Nat Corp Empl Retirement Trust Sched. D M $71.3M PY2023
- Buck Global, LLC codes 11 PY2023
- Delaware Management Company codes 51 $118,823 PY2022
- Lifeworks codes 15 $85,723 PY2022
- Buck Consultants codes 11 $66,257 PY2022
- Northern Trust Company codes 21 51 $47,638 PY2022
- Mitchell & Titus codes 28 $34,750 PY2022
- Callan codes 28 $14,323 PY2022
- State Street codes 51 $9,570 PY2022
- LIN Nat Corp Empl Retirement Trust Sched. D M $76.5M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedAgents Retirement Plan of the Lincoln National Life Insurance Company funded ratio 92.7% -> 105.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCurcio Webb appears on Agents Retirement Plan of the Lincoln National Life Insurance Company's Schedule C as general consultant (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMitchell & Titus no longer appears on Agents Retirement Plan of the Lincoln National Life Insurance Company's Schedule C as investment manager (plan year 2023 vs 2022)with Mitchell & Titusaskebsa.dol.gov
- Jan 1, 2023Funded status changedAgents Retirement Plan of the Lincoln National Life Insurance Company funded ratio 108.3% -> 92.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAgents Retirement Plan of the Lincoln National Life Insurance Company plan assets $108M -> $76M (-29.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350472300-004
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.