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
Lucent Technologies Inc. Pension Plan
Corporate pensionMurray Hill, NJ
Assets
$4.0B
Total assets, Dec 31, 2024 reported
Funded
204.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Nokia of America Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 92.1%
- Registered investment companies 7.9%
Consultants and advisers
4 firms
- Richard Cash General consultantthrough Dec 31, 2023 Form 5500
- Curcio Webb General consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough 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
2 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, 2023 | Jpmcb Liquidity Fundcollective trust | Jpmorgan Chase Bank, N.A. | Cash | $123M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Liquidity Fundcollective trust | Jpmorgan Chase Bank, N.A. | Cash | $108M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 16,320 | $4.1B | $1.9B | 204.4% | $4.0B | n/a | $3.7B | n/a |
| 2023 to Dec 31, 2023 | 17,516 | $4.3B | $2.2B | 200.5% | $4.2B | n/a | $4.1B | n/a |
| 2022 to Dec 31, 2022 | 18,674 | $5.3B | $2.8B | 166.7% | $4.4B | n/a | $4.3B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 50 $3.8M PY2024
- CVS Caremark codes 13 50 $2.7M PY2024
- AON Consulting, Inc. codes 11 17 50 $601,051 PY2024
- Aetna codes 13 50 $314,874 PY2024
- Deloitte & Touche LLP codes 10 50 $256,000 PY2024
- United Healthcare codes 13 50 $207,751 PY2024
- Merative codes 15 50 $120,328 PY2024
- DAY Pitney codes 29 50 $101,225 PY2024
- Nokia of America Corporation codes 35 50 56 $51,674 PY2024
- Nokia Investment Management codes 30 49 50 $28,375 PY2024
- Universal Mailing Service codes 38 50 $19,359 PY2024
- Seyfarth Shaw codes 29 50 $14,562 PY2024
- Graphic Partners codes 38 50 $9,570 PY2024
- Candid Litho codes 36 50 $6,411 PY2024
- Curcio Webb codes 16 50 $5,714 PY2024
- Lucent Tech Inc Master Pension Trus Sched. D M $3.7B PY2024
- Jpmcb Liquidity Fund Sched. D C PY2024
- AON Consulting, Inc. codes 11 PY2024
- Alight Solutions LLC codes 15 50 $3.5M PY2023
- CVS Caremark codes 13 50 $1.2M PY2023
- AON Consulting, Inc. codes 11 17 50 $600,437 PY2023
- Aetna codes 13 50 $337,286 PY2023
- United Healthcare codes 13 50 $241,870 PY2023
- Merative codes 15 50 $123,672 PY2023
- Day Pitney codes 29 50 $118,398 PY2023
- Nokia of America Corporation codes 35 50 56 $65,495 PY2023
- Deloitte & Touche LLP codes 10 50 $61,000 PY2023
- Universal Mailing Service codes 38 50 $25,066 PY2023
- Alston & Bird codes 29 50 $12,899 PY2023
- Seyfarth Shaw codes 29 50 $10,329 PY2023
- Graphic Partners codes 38 50 $9,625 PY2023
- Candid Litho codes 36 50 $6,706 PY2023
- Richard Cash codes 16 50 $5,500 PY2023
- Lucent Tech Inc Master Pension Trus Sched. D M $4.1B PY2023
- Jpmcb Liquidity Fund Sched. D C $123M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Alight Solutions LLC codes 15 50 $3.5M PY2022
- AON Consulting, Inc. codes 11 17 50 $909,323 PY2022
- CVS Caremark codes 13 50 $794,769 PY2022
- United Healthcare codes 13 50 $453,810 PY2022
- Deloitte & Touche LLP codes 10 50 $443,000 PY2022
- Aetna codes 13 50 $371,005 PY2022
- Merative codes 15 50 $135,364 PY2022
- Day Pitney codes 29 50 $79,389 PY2022
- Nokia of America Corporation codes 35 50 56 $55,997 PY2022
- Universal Mailing Service codes 38 50 $25,802 PY2022
- Candid Litho codes 36 50 $15,809 PY2022
- Graphic Partners codes 38 50 $9,250 PY2022
- Curcio Webb codes 16 50 $6,682 PY2022
- Lucent Tech Inc Master Pension Trus Sched. D M $4.3B PY2022
- Jpmcb Liquidity Fund Sched. D C $108M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceCurcio Webb appears on Lucent Technologies Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Curcio Webbaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRichard Cash no longer appears on Lucent Technologies Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Richard Cashaskebsa.dol.gov
- Jan 1, 2024Funded status changedLucent Technologies Inc. Pension Plan funded ratio 200.5% -> 204.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCurcio Webb no longer appears on Lucent Technologies Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRichard Cash appears on Lucent Technologies Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Richard Cashaskebsa.dol.gov
- Jan 1, 2023Funded status changedLucent Technologies Inc. Pension Plan funded ratio 166.7% -> 200.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLucent Technologies Inc. Pension Plan plan assets $5.3B -> $4.3B (-19.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223408857-002
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.