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
Nationwide Retirement Plan - Account Balance
Corporate pensionColumbus, OH
Assets
$908M
Total assets, Dec 31, 2024 reported
Funded
87.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Nationwide Mutual Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 84.7%
Consultants and advisers
2 firms
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon2 rows, latest Dec 31, 2023
- Wellington Fd2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmt Tplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- American International Group, Inc.plan years 2022
- Polaris Capital Management LLCplan years 2022
Commitments
4 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 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $54.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II Opp Emerging Mrk Dt S1 Pcollective trust | Wellington Fd | Pooled vehicles | $79.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $67.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif II Opp Emerging Mrk Dt S1 Pcollective trust | Wellington Fd | Pooled vehicles | $183M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 30,074 | $823M | $759M | 87.0% | $908M | $0 | $769M | n/a |
| 2023 to Dec 31, 2023 | 57,570 | $4.8B | $5.0B | 80.0% | $5.3B | $1.3B | n/a | n/a |
| 2022 to Dec 31, 2022 | 57,056 | $6.5B | $4.6B | 114.1% | $5.0B | $1.5B | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nationwide Defined Benefit Mt Sched. D M $769M PY2024
- Deloitte Consulting LLP codes 11 PY2024
- FMR Corp codes 15 28 50 $2.7M PY2023
- Pimco codes 28 51 $495,073 PY2023
- Deloitte Consulting LLP codes 11 16 50 $473,382 PY2023
- The Bank of New York Mellon codes 18 19 50 $285,542 PY2023
- Goldman Sachs & Co. LLC codes 33 50 $187,160 PY2023
- EB Temporary Investment Sched. D C $54.5M PY2023
- WTC Cif II Opportunistic Emd Sched. D C $79.0M PY2023
- Deloitte Consulting LLP codes 11 PY2023
- FMR Corp codes 15 28 $2.6M PY2022
- Goldman Sachs & Co. LLC codes 33 50 $431,334 PY2022
- Polaris Capital Management codes 28 51 $380,037 PY2022
- Deloitte Consulting LLP codes 11 16 50 $379,202 PY2022
- The Bank of New York Mellon codes 18 19 50 $329,270 PY2022
- Pimco codes 28 51 $263,880 PY2022
- Kpmg LLP codes 10 50 $113,833 PY2022
- Aig codes 28 51 $59,185 PY2022
- Institutional Shareholder codes 15 65 $26,395 PY2022
- EB Temporary Investment Sched. D C $67.7M PY2022
- WTC Cif II Opportunistic Emd Sched. D C $183M PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedNationwide Retirement Plan - Account Balance total assets $5.3B -> $908M (-82.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedNationwide Retirement Plan - Account Balance funded ratio 80.0% -> 87.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNationwide Retirement Plan - Account Balance plan assets $4.8B -> $823M (-82.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceAig no longer appears on Nationwide Retirement Plan - Account Balance's Schedule C as investment manager (plan year 2023 vs 2022)with American International Group, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePolaris Capital Management no longer appears on Nationwide Retirement Plan - Account Balance's Schedule C as investment manager (plan year 2023 vs 2022)with Polaris Capital Management LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedNationwide Retirement Plan - Account Balance funded ratio 114.1% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNationwide Retirement Plan - Account Balance plan assets $6.5B -> $4.8B (-26.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314177100-333
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.