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

Employee Retirement Plan of S&p Global Inc and Its Subsidiaries

Corporate pensionNEW York, NY
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
94.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
1 managers on Schedule C
Plan sponsor: S&p Global Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Corporate debt instruments (other) 61.6%
  • U.S. Government securities 27.3%
  • Other investments 0.5%
  • Common/collective trusts 8.8%
  • Common stock 0.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Govt Short Term Invtcollective trustNorthern Trust Collective Eafe IndeCash$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$35.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Acwi Ex-Us Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Coltv S&p 600 Index Fd - Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Govt Short Term Invtcollective trustNorthern Trust Collective Eafe IndeCash$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$34.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci Acwi Ex-Us Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$32.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Coltv S&p 600 Index Fd - Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Govt Short Term Invtcollective trustNorthern Trust Collective Eafe IndeCash$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$41.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci Acwi Ex-Us Indexcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$35.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$6.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.2B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.2B (2022-12)
Plan assets
$1.2B Jan 1, 2024 reported Form 5500
$1.2B (2023-01) · $1.6B (2022-01)
Net assets
$1.1B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.2B (2022-12)
Funded ratio
94.7% Jan 1, 2024 reported Form 5500
94.0% (2023-01) · 112.4% (2022-01)
Funding target
$964M Jan 1, 2024 reported Form 5500
$1.0B (2023-01) · $1.0B (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.29% (2023-01) · 5.46% (2022-01)
Participants
10,111 Jan 1, 2024 reported Form 5500
11,420 (2023-01) · 11,444 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$58.6M Dec 31, 2024 reported Form 5500
$119M (2023-12) · $53.9M (2022-12)
Net investment income
$-52.2M Dec 31, 2024 reported Form 5500
$-7.2M (2023-12) · $-410M (2022-12)
Investment management fees
$2.1M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $2.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202410,111$1.2B$964M94.7%$1.2Bn/an/a$0
2023 to Dec 31, 202311,420$1.2B$1.0B94.0%$1.2Bn/an/a$5,000
2022 to Dec 31, 202211,444$1.6B$1.0B112.4%$1.2Bn/an/a$7,000
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    Callan LLC no longer appears on Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's Schedule C as general consultant (plan year 2024 vs 2023)
    with Callan LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Wellington Trust Company appears on Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Employee Retirement Plan of S&p Global Inc and Its Subsidiaries no longer reports NT Collective Short Term Investment (Northern Trust Collective Eafe Inde) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Employee Retirement Plan of S&p Global Inc and Its Subsidiaries first reports an interest in NT Coltv S&p 600 Index Fd - Nl (Northern Trust Collective Eafe Inde): $7M at 2023-12-31
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc, LLC appears on Employee Retirement Plan of S&p Global Inc and Its Subsidiaries's Schedule C as general consultant (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Employee Retirement Plan of S&p Global Inc and Its Subsidiaries funded ratio 112.4% -> 94.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Employee Retirement Plan of S&p Global Inc and Its Subsidiaries plan assets $1.6B -> $1.2B (-25.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131026995-001
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.