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
Duke Energy Legacy Pension Plan
Corporate pensionCharlotte, NC
Assets
$2.4B
Total assets, Dec 31, 2024 reported
Funded
126.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Duke Energy Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- Cherry Bekaert & Holland, LLP General consultantthrough Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough 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
31 readings
Investment management fees
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 | 20,600 | $3.2B | $2.5B | 126.5% | $2.4B | n/a | $2.4B | n/a |
| 2023 to Dec 31, 2023 | 25,324 | $3.9B | $3.2B | 124.3% | $3.4B | n/a | $3.4B | n/a |
| 2022 to Dec 31, 2022 | 26,146 | $5.0B | $3.3B | 138.3% | $4.0B | n/a | $4.0B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northern Trust codes 21 $1.3M PY2024
- Cherry Bekaert & Holland, LLP codes 16 $9,969 PY2024
- Duke Energy Corp Master Trust Sched. D M $2.4B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Northern Trust codes 21 $1.4M PY2023
- Duke Energy Corp Master Trust Sched. D M $3.4B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Northern Trust codes 21 $212,727 PY2022
- Duke Energy Corp Master Trust Sched. D M $4.0B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceCherry Bekaert & Holland, LLP appears on Duke Energy Legacy Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Cherry Bekaert & Holland, LLPaskebsa.dol.gov
- Dec 31, 2024Assets changedDuke Energy Legacy Pension Plan total assets $3.4B -> $2.4B (-30.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedDuke Energy Legacy Pension Plan funded ratio 124.3% -> 126.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedDuke Energy Legacy Pension Plan plan assets $3.9B -> $3.2B (-17.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedDuke Energy Legacy Pension Plan total assets $4.0B -> $3.4B (-16.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedDuke Energy Legacy Pension Plan funded ratio 138.3% -> 124.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDuke Energy Legacy Pension Plan plan assets $5.0B -> $3.9B (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 202777218-012
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.