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
UPS Pension Plan
Corporate pensionAtlanta, GA
Assets
$9.3B
Total assets, Dec 31, 2024 reported
Funded
81.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: United Parcel Service of America, Inc.
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 96.7%
Consultants and advisers
6 firms
- PWC US Tax LLP General consultantthrough Dec 31, 2024 Form 5500
- Deloitte Tax LLP General consultantthrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC ActuaryGeneral consultantthrough Dec 31, 2022 Form 5500
- Pension Benefit Information, LLC General consultantthrough Dec 31, 2022 Form 5500
- Deloitte General consultantthrough 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 Schedule C
From Schedule C (investment management, code 28)
- Nisa Investment Advisors, LLCplan years 2024
- Silvant Capital Managementplan years 2024
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
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 | 243,932 | $9.7B | $11B | 81.1% | $9.3B | n/a | $9.0B | n/a |
| 2023 to Dec 31, 2023 | 240,703 | $9.6B | $9.9B | 83.0% | $9.7B | n/a | $9.6B | n/a |
| 2022 to Dec 31, 2022 | 226,093 | $13B | $9.1B | 98.9% | $9.6B | n/a | $9.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Bank of New York Mellon codes 18 28 50 $758,550 PY2024
- Conduent Incorporated codes 36 50 $627,819 PY2024
- Alston & Bird LLP codes 29 36 50 $568,509 PY2024
- Nisa Investment Advisors codes 28 50 $419,792 PY2024
- RR Donnelley codes 36 50 $226,701 PY2024
- PWC US Tax LLP codes 16 50 $152,458 PY2024
- Bloomberg Finance LP codes 50 $137,428 PY2024
- Willis Towers Watson US LLC codes 16 36 50 $127,368 PY2024
- Qdro Benefits Firm codes 29 36 50 $95,819 PY2024
- Blackrock Financial codes 50 $95,459 PY2024
- Deloitte Tax LLP codes 10 16 36 50 $91,457 PY2024
- Pension Benefit Information codes 49 50 $72,965 PY2024
- Factset Research Systems, Inc. codes 36 50 $22,151 PY2024
- Ridgeworth Capital Management codes 28 50 $19,471 PY2024
- Proskauer Rose, LLP codes 29 50 $16,129 PY2024
- Evestment Inc and Subsidiaries codes 36 50 $13,265 PY2024
- Diligend, Inc. codes 49 50 $7,247 PY2024
- UPS Group Trust Plan Sched. D M $9.0B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- The Bank of New York Mellon codes 18 28 36 50 $1.7M PY2023
- Conduent Incorporated codes 36 50 $560,114 PY2023
- Alston & Bird LLP codes 29 36 50 $414,380 PY2023
- RR Donnelley codes 36 50 $238,680 PY2023
- Blackrock Financial codes 36 50 $192,007 PY2023
- Willis Towers Watson US LLC codes 16 36 50 $147,020 PY2023
- Bloomberg Finance LP codes 36 50 $132,740 PY2023
- Qdro Benefits Firm codes 36 50 $107,587 PY2023
- Deloitte Tax LLP codes 10 16 36 50 $89,092 PY2023
- Pension Benefit Information codes 36 50 $61,396 PY2023
- Factset Research Systems, Inc. codes 36 50 $26,126 PY2023
- Evestment Inc and Subsidiaries codes 36 50 $12,085 PY2023
- Deloitte & Touche, LLP codes 36 50 $11,327 PY2023
- Proskauer Rose, LLP codes 29 50 $9,602 PY2023
- Diligend, Inc. codes 36 50 $7,337 PY2023
- Lseg US Holdco Inc codes 36 50 $5,336 PY2023
- UPS Group Trust Plan Sched. D M $9.6B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- The Bank of New York Mellon codes 18 50 $634,224 PY2022
- Conduent Incorporated codes 36 50 $570,251 PY2022
- RR Donnelley codes 36 50 $259,922 PY2022
- Alston & Bird, LLP codes 29 50 $184,917 PY2022
- Towers Watson Delaware Inc codes 16 50 $141,723 PY2022
- Qdro Benefits Firm codes 29 36 $96,815 PY2022
- Deloitte & Touche, LLP codes 16 50 $67,350 PY2022
- Pension Benefit Information codes 16 36 50 $15,207 PY2022
- UPS Group Trust Plan Sched. D M $9.2B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferencePWC US Tax LLP appears on UPS Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with PWC US Tax LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNisa Investment Advisors appears on UPS Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRidgeworth Capital Management appears on UPS Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Silvant Capital Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDeloitte & Touche, LLP no longer appears on UPS Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitteaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Benefit Information no longer appears on UPS Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Pension Benefit Information, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedThe Bank of New York Mellon appears on UPS Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of New York Mellonaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDeloitte Tax LLP appears on UPS Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Deloitte Tax LLPaskebsa.dol.gov
- Jan 1, 2023Funded status changedUPS Pension Plan funded ratio 98.9% -> 83.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUPS Pension Plan plan assets $12.7B -> $9.6B (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951732075-022
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.