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
Hunter Douglas Employees' Retirement Plan
Corporate pensionBroomfield, CO
Assets
$15.1M
Total assets, Dec 31, 2024 reported
Funded
91.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Hunter Douglas, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 78.2%
- Non-interest-bearing cash 0.6%
- Partnership/joint venture interests 7.0%
- Common stock 13.8%
Consultants and advisers
4 firms
- Morgan Stanley Investment adviser (plan)through Dec 31, 2023 Form 5500
- Partners Capital Inv Grp, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of America 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
33 readings
Investment management fees
$748,296 (2023-12) · $864,667 (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 | 2,222 | $152M | $142M | 91.6% | $15.1M | $1.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,269 | $150M | $144M | 89.7% | $152M | $2.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,298 | $181M | $137M | 115.1% | $150M | $74.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 50 $1.0M PY2024
- Partners Capital Inv Grp, LLC codes 27 50 $554,911 PY2024
- Bank of America codes 21 50 $74,419 PY2024
- Morgan Stanley codes 27 50 $15,450 PY2024
- Bdg-Cpas codes 10 $14,150 PY2024
- October Three Consulting LLC codes 11 PY2024
- Partners Capital Inv Grp, LLC codes 27 50 $928,025 PY2023
- October Three Consulting LLC codes 11 50 $198,166 PY2023
- Bank of America codes 21 50 $75,433 PY2023
- Morgan Stanley codes 27 50 $7,725 PY2023
- October Three Consulting LLC codes 11 PY2023
- Partners Capital Inv Grp, LLC codes 27 50 $655,002 PY2022
- October Three Consulting LLC codes 11 50 $158,880 PY2022
- Bank of America codes 21 50 $28,373 PY2022
- Becher Della Torre Gitto & Co. codes 10 50 $25,700 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedHunter Douglas Employees' Retirement Plan total assets $152M -> $15M (-90.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceMorgan Stanley appears on Hunter Douglas Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanleyaskebsa.dol.gov
- Jan 1, 2023Funded status changedHunter Douglas Employees' Retirement Plan funded ratio 115.1% -> 89.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHunter Douglas Employees' Retirement Plan plan assets $181M -> $150M (-17.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132614416-002
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.