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
Henry Crown and Company Pension Plan
Corporate pensionChicago, IL
Assets
$159M
Total assets, Dec 31, 2024 reported
Funded
190.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Henry Crown & Company S LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 0.4%
- Other investments 41.2%
- Partnership/joint venture interests 0.2%
- Common/collective trusts 11.8%
- Common stock 46.4%
Consultants and advisers
9 firms
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Select Equity Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Silchester International Investor Investment adviser (plan)through Dec 31, 2022 Form 5500
- Harris Associates L.P. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Neuberger Berman Investment adviser (plan)through Dec 31, 2022 Form 5500
- Lyrical Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Mercer (US) LLC Actuarythrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
- Silchester International Investor2 rows, latest Dec 31, 2023
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $32.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $26.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 | 749 | $144M | $75.9M | 190.0% | $159M | $281,342 | n/a | n/a |
| 2023 to Dec 31, 2023 | 960 | $130M | $78.4M | 166.3% | $144M | $278,687 | n/a | n/a |
| 2022 to Dec 31, 2022 | 957 | $156M | $73.1M | 214.1% | $130M | $274,262 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Select Equity Group LP codes 27 51 $313,666 PY2024
- Silchester International Investors codes 27 51 $284,291 PY2024
- Mercer codes 11 50 $279,759 PY2024
- Harris Associates L.P. codes 27 51 52 68 $222,504 PY2024
- Neuberger Berman, LLC codes 27 51 $150,199 PY2024
- Lyrical Asset Management codes 27 51 $97,637 PY2024
- The Northern Trust Company codes 21 27 50 51 99 $88,554 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $40,500 PY2024
- NT Collective Short Term Inv Fund Sched. D C $18.7M PY2024
- Mercer (US) LLC codes 11 PY2024
- Select Equity Group LP codes 27 51 $308,499 PY2023
- Mercer codes 11 50 $289,002 PY2023
- Silchester International Investors codes 27 51 $281,254 PY2023
- Harris Associates L.P. codes 27 51 52 68 $209,297 PY2023
- Neuberger Berman, LLC codes 27 51 $126,029 PY2023
- The Northern Trust Company codes 21 27 50 51 99 $80,923 PY2023
- Lyrical Asset Management codes 27 51 $74,901 PY2023
- Pricewaterhousecoopers LLP codes 10 50 $40,500 PY2023
- Mercer Investments LLC codes 27 51 $33,935 PY2023
- NT Collective Short Term Inv Fund Sched. D C $6.7M PY2023
- Silchester Int'l Value Equity Trust Sched. D E $32.4M PY2023
- Mercer US LLC codes 11 PY2023
- Mercer codes 11 50 $299,436 PY2022
- Select Equity Group LP codes 27 51 $274,062 PY2022
- Silchester International Investors codes 27 51 $258,300 PY2022
- Harris Associates L.P. codes 27 51 52 68 $245,157 PY2022
- Neuberger Berman, LLC codes 27 51 $125,259 PY2022
- Lyrical Asset Management codes 27 51 $74,170 PY2022
- Pricewaterhousecoopers LLP codes 10 50 $39,700 PY2022
- The Northern Trust Company codes 21 27 50 51 99 $-69,246 PY2022
- NT Collective Short Term Inv Fund Sched. D C $3.1M PY2022
- Silchester Int'l Value Equity Trust Sched. D E $26.9M PY2022
- Mercer (US) LLC codes 11 PY2022
What changed
9 events
- Dec 31, 2024Holding endedinferenceHenry Crown and Company Pension Plan no longer reports Silchester Int'l Value Equity Trust (Silchester International Investor) (last held $32M at 2023-12-31; absent from the 2024-12-31 filing)with Silchester International Investoraskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer Investments LLC no longer appears on Henry Crown and Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedHenry Crown and Company Pension Plan total assets $144M -> $159M (+10.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedHenry Crown and Company Pension Plan funded ratio 166.3% -> 190.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedHenry Crown and Company Pension Plan plan assets $130M -> $144M (+10.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMercer Investments LLC appears on Henry Crown and Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedHenry Crown and Company Pension Plan total assets $130M -> $144M (+10.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedHenry Crown and Company Pension Plan funded ratio 214.1% -> 166.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHenry Crown and Company Pension Plan plan assets $156M -> $130M (-16.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362123962-101
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.