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
Edgewell Personal Care Company Defined Benefit Plan
Corporate pensionShelton, CT
Assets
$167M
Total assets, Sep 30, 2025 reported
Funded
95.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Edgewell Personal Care Company
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.2%
Consultants and advisers
2 firms
- Mercer Actuarythrough Sep 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
31 readings
Investment management fees
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 Sep 30, 2025 | 2,674 | $167M | $175M | 95.4% | $167M | n/a | $166M | n/a |
| 2023 to Sep 30, 2024 | 2,734 | $148M | $185M | 87.3% | $167M | n/a | $165M | n/a |
| 2022 to Sep 30, 2023 | 2,799 | $155M | $184M | 92.0% | $148M | n/a | $144M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Lifeworks Limited codes 13 50 $281,795 PY2024
- Mercer Human Resource Consulting codes 11 17 27 50 $116,123 PY2024
- Northern Trust Company codes 21 50 62 99 $56,574 PY2024
- Rubinbrown LLP codes 10 50 $13,500 PY2024
- EPC Co Ret Plans Master Trust Sched. D M $166M PY2024
- Mercer codes 11 PY2024
- Morneau Shepell Limited codes 13 50 $267,279 PY2023
- Mercer Human Resource Consulting codes 11 17 27 50 $98,345 PY2023
- Northern Trust Company codes 21 50 62 99 $57,503 PY2023
- Rubinbrown LLP codes 10 50 $19,500 PY2023
- EPC Co Ret Plans Master Trust Sched. D M $165M PY2023
- Mercer codes 11 PY2023
- Morneau Shepell Limited codes 13 50 $230,035 PY2022
- Mercer Human Resource Consulting codes 11 17 27 50 $102,070 PY2022
- Northern Trust Company codes 21 50 62 99 $76,011 PY2022
- Rubinbrown LLP codes 10 50 $19,000 PY2022
- EPC Co Ret Plans Master Trust Sched. D M $144M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Oct 1, 2024Funded status changedEdgewell Personal Care Company Defined Benefit Plan funded ratio 87.3% -> 95.4% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedEdgewell Personal Care Company Defined Benefit Plan plan assets $148M -> $167M (+12.9%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedEdgewell Personal Care Company Defined Benefit Plan total assets $148M -> $167M (+12.8%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedEdgewell Personal Care Company Defined Benefit Plan funded ratio 92.0% -> 87.3% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431863181-001
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.