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
Haworth Pension Plan
Corporate pensionHolland, MI
Assets
$514M
Total assets, Dec 31, 2024 reported
Funded
89.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Haworth International, Ltd.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.5%
- Other investments 2.4%
- Partnership/joint venture interests 23.8%
- Common/collective trusts 0.9%
- Registered investment companies 67.7%
- Common stock 3.6%
- Preferred stock 0.0%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- ABS Allegiance Real Estate1 rows, latest Dec 31, 2024
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $4.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
Contributions
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 | 4,115 | $512M | $556M | 89.8% | $514M | $122M | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,139 | $488M | $544M | 85.3% | $512M | n/a | $510M | n/a |
| 2022 to Dec 31, 2022 | 4,173 | $591M | $511M | 109.9% | $488M | n/a | $486M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Haworth Master Pension Trust Sched. D M PY2024
- ASB Allegiance Real Estate Fd Sched. D C $4.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Haworth Master Pension Trust Sched. D M $510M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Haworth Master Pension Trust Sched. D M $486M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedHaworth Pension Plan funded ratio 85.3% -> 89.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedHaworth Pension Plan funded ratio 109.9% -> 85.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHaworth Pension Plan plan assets $591M -> $488M (-17.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382101981-001
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.