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
The Katten Muchin Rosenman LLP Pension Plan
Corporate pensionChicago, IL
Assets
$528,866
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Katten Muchin Rosenman LLP
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
1 firms
- U.S. Bancorp Trusteethrough Dec 31, 2022 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)
- AON Investments USA Incplan years 2022
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
13 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 248 | n/a | n/a | n/a | $528,866 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 258 | n/a | n/a | n/a | $44.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Grant Thornton LLP codes 10 50 $31,800 PY2023
- AON Investments USA Inc. codes 28 50 51 $17,438 PY2023
- AON Investments USA Inc. codes 28 50 51 $87,446 PY2022
- US Bank National Association codes 21 50 $7,949 PY2022
What changed
1 events
- Dec 31, 2023Assets changedThe Katten Muchin Rosenman LLP Pension Plan total assets $44M -> $528,866 (-98.8%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362796532-010
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.