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
HP Inc. Pension Plan
Corporate pensionSpring, TX
Assets
$4.6B
Total assets, Oct 31, 2025 reported
Funded
85.6%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: HP Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 0.1%
- Master trust investment accounts 99.9%
- Registered investment companies 0.0%
Consultants and advisers
6 firms
- Callan LLC General consultantthrough Oct 31, 2024 Form 5500
- Qdro Consultants CO.LLC General consultantthrough Oct 31, 2023 Form 5500
- 5500tax Group, Inc. General consultantthrough Oct 31, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Oct 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Oct 31, 2023 Form 5500
- Hewitt Associates Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Debevoise & Plimpton LLPplan years 2024
- HP Inc.plan years 2023
- Alterity Group LLCplan years 2023
- Aonplan years 2023
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
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 Oct 31, 2025 | 49,797 | $4.2B | $3.9B | 85.6% | $4.6B | $2.6M | $4.6B | n/a |
| 2023 to Oct 31, 2024 | 50,969 | $3.8B | $3.9B | 90.8% | $4.6B | $2.7M | $4.6B | n/a |
| 2022 to Oct 31, 2023 | 52,246 | $4.1B | $3.8B | 93.7% | $4.2B | $2.1M | $4.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Management Trust Company codes 13 50 64 $2.9M PY2024
- Alight Solutions LLC codes 11 50 64 65 $2.0M PY2024
- Bank of New York Mellon codes 18 50 72 99 $727,979 PY2024
- AON Consulting, Inc. codes 28 50 $458,913 PY2024
- HP Inc. codes 14 28 50 $309,644 PY2024
- Ernst & Young LLP codes 10 50 $297,065 PY2024
- Deloitte & Touche LLP codes 10 50 $151,902 PY2024
- Baker Tilly Advisory Group, LP codes 10 50 $69,464 PY2024
- Callan codes 16 50 $32,311 PY2024
- 5500tax Group, Inc. codes 16 50 $6,244 PY2024
- HP Inc. Master Trust Sched. D M $4.6B PY2024
- AON Consulting, Inc. codes 11 PY2024
- Fidelity Management Trust Company codes 13 50 64 $2.2M PY2023
- Alight Solutions LLC codes 11 50 64 65 $2.1M PY2023
- Bank of New York Mellon codes 18 50 72 99 $857,111 PY2023
- Aon codes 28 50 $440,340 PY2023
- HP Inc. codes 14 28 50 $337,960 PY2023
- Ernst & Young codes 10 50 $281,216 PY2023
- Deloitte codes 10 50 $130,381 PY2023
- Moss Adams codes 10 50 $72,955 PY2023
- Groom Law codes 29 $38,756 PY2023
- Callan codes 16 50 $25,645 PY2023
- Debevoise & Plimpton LLP codes 28 50 $15,825 PY2023
- Alterity codes 28 50 $13,750 PY2023
- The 5500 Tax Group codes 16 50 $6,123 PY2023
- HP Inc. Master Trust Sched. D M $4.6B PY2023
- AON Consulting, Inc. codes 11 PY2023
- Fidelity Management Trust Company codes 13 50 64 $2.4M PY2022
- Alight Solutions LLC codes 11 50 64 65 $2.1M PY2022
- Aon codes 28 50 $687,309 PY2022
- Bank of New York Mellon codes 18 50 72 99 $378,340 PY2022
- HP Inc. codes 14 28 50 $320,931 PY2022
- Ernst & Young codes 10 50 $266,729 PY2022
- Deloitte codes 10 50 $116,031 PY2022
- Moss Adams codes 10 50 $95,528 PY2022
- Alterity codes 28 50 $22,000 PY2022
- Qdro codes 16 50 65 99 $10,600 PY2022
- 5500tax Group, Inc. codes 16 50 $8,922 PY2022
- HP Inc. Master Trust Sched. D M $4.2B PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship endedinferenceDebevoise & Plimpton LLP no longer appears on HP Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Debevoise & Plimpton LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAlterity no longer appears on HP Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Alterity Group LLCaskebsa.dol.gov
- Nov 1, 2024Funded status changedHP Inc. Pension Plan funded ratio 90.8% -> 85.6% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedHP Inc. Pension Plan plan assets $3.8B -> $4.2B (+10.1%, 2023-11-01 to 2024-11-01)
- Dec 31, 2023Consultant changedinferenceCallan appears on HP Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Callan LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceQdro no longer appears on HP Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Qdro Consultants CO.LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedDebevoise & Plimpton LLP appears on HP Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Debevoise & Plimpton LLPaskebsa.dol.gov
- Nov 1, 2023Funded status changedHP Inc. Pension Plan funded ratio 93.7% -> 90.8% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941081436-003
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.