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
Pension Plan for Employees of Cleveland-Cliffs Inc and Its Associated Employers
Corporate pensionCleveland, OH
Assets
$276M
Plan assets, Jan 1, 2023 reported
Funded
83.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Cleveland-Cliffs Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- SEI Investment Management Co Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 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
19 readings
Total assets
Net assets
Contributions
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 2,759 | $276M | $320M | 83.6% | n/a | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,740 | $346M | $322M | 104.8% | $276M | n/a | $276M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investment Management Corp codes 19 21 51 $896,081 PY2023
- JP Morgan Investment Management codes 27 28 $263,053 PY2023
- Willis Towers Watson US LLC codes 11 $208,325 PY2023
- BNY Mellon codes 15 21 28 72 $126,680 PY2023
- Meaden & Moore, Ltd. codes 10 $12,550 PY2023
- Cleveland-Cliffs Inc & Assoc Emp Mt Sched. D M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- SEI Investment Management Corp codes 19 21 51 $929,325 PY2022
- Towers Watson Delaware Inc. codes 11 $323,322 PY2022
- JP Morgan Investment Management codes 27 28 $258,226 PY2022
- BNY Mellon codes 15 21 28 72 $122,897 PY2022
- Meaden & Moore, Ltd. codes 10 $12,550 PY2022
- Cliffs Natural Res Master Pension T Sched. D M $276M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedPension Plan for Employees of Cleveland-Cliffs Inc and Its Associated Employers funded ratio 104.8% -> 83.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of Cleveland-Cliffs Inc and Its Associated Employers plan assets $346M -> $276M (-20.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341464672-003
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.