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
Keysight Technologies, Inc. Retirement Plan
Corporate pensionSanta Rosa, CA
Assets
$921M
Total assets, Oct 31, 2025 reported
Funded
87.6%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: Keysight Technologies, Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Mercer General consultantthrough Oct 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmt Tplan 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
Investment management fees
$461,253 (2024-10) · $690,609 (2023-10)
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 | 4,844 | $722M | $631M | 87.6% | $921M | n/a | $921M | n/a |
| 2023 to Oct 31, 2024 | 5,043 | $622M | $635M | 91.5% | $893M | n/a | $893M | n/a |
| 2022 to Oct 31, 2023 | 5,228 | $640M | $618M | 93.6% | $775M | n/a | $775M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer, Inc codes 16 28 65 $1.3M PY2024
- FMR LLC codes 12 15 28 38 50 51 64 65 $353,251 PY2024
- Willis Towers Watson US LLC codes 10 11 17 50 $316,100 PY2024
- Moss Adams LLP codes 10 50 $144,025 PY2024
- Keysight Technologies Mt Eqty Pool Sched. D M $584M PY2024
- Keysight Technologies Mt Fxd Inc Pl Sched. D M $337M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Mercer, Inc codes 16 65 $1.1M PY2023
- FMR LLC codes 12 15 28 38 50 51 64 65 $420,838 PY2023
- Willis Towers Watson US LLC codes 10 11 17 50 $209,500 PY2023
- Moss Adams LLP codes 10 50 $137,725 PY2023
- Keysight Technologies Mt Eqty Pool Sched. D M $560M PY2023
- Keysight Technologies Mt Fxd Inc Pl Sched. D M $333M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Mercer, Inc codes 16 65 $1.5M PY2022
- FMR LLC codes 12 15 28 38 50 51 64 65 $270,424 PY2022
- Willis Towers Watson US LLC codes 10 11 17 50 $248,400 PY2022
- Moss Adams LLP codes 10 50 $182,162 PY2022
- Keysight Technologies Mt Eqty Pool Sched. D M $554M PY2022
- Keysight Technologies Mt Fxd Inc Pl Sched. D M $221M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Nov 1, 2024Funded status changedKeysight Technologies, Inc. Retirement Plan funded ratio 91.5% -> 87.6% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedKeysight Technologies, Inc. Retirement Plan plan assets $622M -> $722M (+16.0%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedKeysight Technologies, Inc. Retirement Plan total assets $775M -> $893M (+15.2%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedKeysight Technologies, Inc. Retirement Plan funded ratio 93.6% -> 91.5% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 464254555-002
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.