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
Georgetown University Retirement Plan
Corporate pensionWashington, DC
Assets
$15.5M
Total assets, Dec 31, 2024 reported
Funded
98.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Georgetown University
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 6.5%
- Partnership/joint venture interests 4.1%
- Registered investment companies 89.1%
Consultants and advisers
5 firms
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2023 Form 5500
- PBI Research Services Pension consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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)
- Cedar Rockplan 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
26 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 | 3,532 | n/a | n/a | n/a | $15.5M | $628,978 | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,630 | $179M | $176M | 98.5% | $184M | $727,010 | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,688 | $221M | $175M | 102.6% | $179M | $1.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 11 50 $2.9M PY2024
- K&l Gates LLP codes 29 $149,276 PY2024
- Bank of New York Mellon codes 19 25 28 $70,000 PY2024
- Willis Towers Watson codes 11 50 $836,592 PY2023
- Bank of New York Mellon codes 19 25 28 $87,500 PY2023
- Cohnreznick codes 10 $84,250 PY2023
- K&l Gates LLP codes 29 $67,913 PY2023
- Pension Benefit Information codes 17 $33,658 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson codes 11 50 $315,024 PY2022
- Bank of New York Mellon codes 19 25 28 $70,000 PY2022
- Cohnreznick codes 10 $41,850 PY2022
- PBI Research Services codes 17 $35,036 PY2022
- K&l Gates LLP codes 29 $12,934 PY2022
- Cedar Rock codes 28 51 $7,630 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferencePension Benefit Information no longer appears on Georgetown University Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Pension Benefit Information, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedGeorgetown University Retirement Plan total assets $184M -> $15M (-91.6%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferencePBI Research Services no longer appears on Georgetown University Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with PBI Research Servicesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCedar Rock no longer appears on Georgetown University Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cedar Rockaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Benefit Information appears on Georgetown University Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Pension Benefit Information, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedGeorgetown University Retirement Plan funded ratio 102.6% -> 98.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGeorgetown University Retirement Plan plan assets $221M -> $179M (-19.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530196603-210
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.