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 of the Pacific Northwest Laboratories Battelle Memorial Institute

Corporate pensionColumbus, OH
Assets
$1.9B
Total assets, Jun 30, 2025 reported
Funded
88.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Battelle Memorial Institute
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 98.0%
Consultants and advisers
12 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
16 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$1.9B Jun 30, 2025 reported Form 5500
$1.8B (2024-06) · $1.8B (2023-06)
Plan assets
$1.8B Jul 1, 2024 reported Form 5500
$1.8B (2023-07) · $1.9B (2022-07)
Net assets
$1.9B Jun 30, 2025 reported Form 5500
$1.8B (2024-06) · $1.8B (2023-06)
Funded ratio
88.3% Jul 1, 2024 reported Form 5500
94.7% (2023-07) · 103.9% (2022-07)
Funding target
$1.7B Jul 1, 2024 reported Form 5500
$1.7B (2023-07) · $1.6B (2022-07)
Discount rate
5.30% Jul 1, 2024 reported Form 5500
5.29% (2023-07) · 5.46% (2022-07)
Participants
9,931 Jul 1, 2024 reported Form 5500
9,618 (2023-07) · 9,151 (2022-07)
Contributions
$45.0M Jun 30, 2025 reported Form 5500
$36.0M (2024-06) · $20.0M (2023-06)
Benefits paid
$98.7M Jun 30, 2025 reported Form 5500
$96.2M (2024-06) · $93.7M (2023-06)
Net investment income
$55.2M Jun 30, 2025 reported Form 5500
$-3.6M (2024-06) · $-73.9M (2023-06)
Investment management fees
$4.4M Jun 30, 2025 reported Form 5500
$2.4M (2024-06) · $3.3M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20259,931$1.8B$1.7B88.3%$1.9Bn/a$1.8Bn/a
2023 to Jun 30, 20249,618$1.8B$1.7B94.7%$1.8Bn/a$1.8Bn/a
2022 to Jun 30, 20239,151$1.9B$1.6B103.9%$1.8Bn/a$1.8Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
19 events
  • Dec 31, 2024Consultant changedinference
    Leonard Essex no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Kent Rinker no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Prudential Insurance Co of America no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2024 vs 2023)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Strategic Non-Medical Solutions appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as general consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Agilis Partners LLC appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Agilis Partners LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Martin Conger no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Steve Young no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Brookfield no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brookfieldaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Fortress Japan Opportunity Fund no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fortress Japan Opportunity Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Invesco Investment Services, Inc. no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2024 vs 2023)
    with Invesco Investment Services, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Antonio Caxide no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Battelle Memorial Instituteaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Encap Investments LP no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2024 vs 2023)
    with Encap Investments LPaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute funded ratio 94.7% -> 88.3% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Fidelity Investments appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Fidelity Investmentsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    River and Mercantile Asset Mgmt LLP no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with River and Mercantile Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Brookfield appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Brookfieldaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Axium Infrastructure no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
    with Axium Infrastructureaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    MFS Investment Management appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with MFS Investment Managementaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute funded ratio 103.9% -> 94.7% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314379427-005
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.