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
Retirement&security Program for Employees of Ntca and Its Members
Corporate pensionArlington, VA
Assets
$2.5B
Total assets, Dec 31, 2024 reported
Funded
77.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: National Telecommunications Cooperative Association
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Master trust investment accounts 93.6%
Consultants and advisers
4 firms
- Iic Investment adviser (plan)through Dec 31, 2024 Form 5500
- Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough 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
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
33 readings
Investment management fees
$142,392 (2023-12) · $140,067 (2022-12)
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 | 16,274 | $2.0B | $2.7B | 77.6% | $2.5B | n/a | $2.4B | n/a |
| 2023 to Dec 31, 2023 | 16,254 | $2.0B | $2.8B | 78.1% | $2.3B | n/a | $2.2B | n/a |
| 2022 to Dec 31, 2022 | 16,632 | $2.5B | $2.6B | 92.2% | $2.2B | n/a | $2.1B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Services Management Corporation codes 13 50 $3.6M PY2024
- Telcom Insurance Group codes 23 50 $1.4M PY2024
- Willis Towers Watson codes 11 50 $1.3M PY2024
- State Street Bank and Trust Company codes 19 51 $362,503 PY2024
- Groom Law Group codes 29 50 $278,413 PY2024
- Wilshire codes 27 50 $142,819 PY2024
- Forvis Mazars, LLP codes 10 50 $46,899 PY2024
- Clark's Printing Service codes 49 50 $33,497 PY2024
- Institutional Investment Consulting codes 27 50 $20,000 PY2024
- Bank of America codes 49 50 65 $8,457 PY2024
- Trustee #1 codes 20 50 56 $5,058 PY2024
- R&s and Sav Plan of Ntca Master Tst Sched. D M $2.4B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Services Management Corporation codes 13 50 $3.0M PY2023
- Towers Watson codes 11 50 $967,930 PY2023
- State Street Bank and Trust Company codes 19 51 $346,777 PY2023
- Groom Law Group codes 29 50 $228,409 PY2023
- Wilshire codes 27 50 $126,000 PY2023
- Forvis, LLP codes 10 50 $40,775 PY2023
- R&s and Sav Plan of Ntca Master Tst Sched. D M $2.2B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Services Management Corporation codes 13 50 $3.0M PY2022
- Towers Watson codes 11 50 $892,438 PY2022
- State Street Bank and Trust Company codes 19 51 $327,738 PY2022
- Groom Law Group codes 29 50 $248,645 PY2022
- Wilshire codes 27 50 $126,000 PY2022
- Cliftonlarsonallen, LLP codes 10 50 $37,755 PY2022
- R&s and Sav Plan of Ntca Master Tst Sched. D M $2.1B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceInstitutional Investment Consulting appears on Retirement&security Program for Employees of Ntca and Its Members's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Iicaskebsa.dol.gov
- Dec 31, 2024Assets changedRetirement&security Program for Employees of Ntca and Its Members total assets $2.3B -> $2.5B (+10.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedRetirement&security Program for Employees of Ntca and Its Members funded ratio 92.2% -> 78.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement&security Program for Employees of Ntca and Its Members plan assets $2.5B -> $2.0B (-22.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520741336-333
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.