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
NRG Pension Plan for Bargained Employees
Corporate pensionPrinceton, NJ
Assets
$375M
Total assets, Dec 31, 2024 reported
Funded
90.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: NRG Affiliate Services, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.8%
Consultants and advisers
3 firms
- Hewitt Associates Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough 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)
- Blackrock Institutional Trust Compaplan years 2024
- Blackrockplan 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
30 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 | 2,819 | $392M | $473M | 90.8% | $375M | n/a | $374M | n/a |
| 2023 to Dec 31, 2023 | 2,856 | $373M | $480M | 85.4% | $392M | n/a | $378M | n/a |
| 2022 to Dec 31, 2022 | 3,225 | $587M | $495M | 112.6% | $373M | n/a | $373M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Allight codes 11 15 50 $1.1M PY2024
- Northern Trust Company codes 21 50 $142,891 PY2024
- Blackrock Corp codes 51 $126,624 PY2024
- Warren Averett codes 10 $14,000 PY2024
- NRG Energy Master Retirement Trust Sched. D M $374M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Allight codes 11 15 50 $867,337 PY2023
- Northern Trust Company codes 21 50 $171,155 PY2023
- Blackrock Corp codes 51 $123,285 PY2023
- Warren Averett codes 10 $12,200 PY2023
- NRG Energy Master Retirement Trust Sched. D M $378M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Allight codes 11 15 50 $1.3M PY2022
- Blackrock Corp codes 51 $225,371 PY2022
- Northern Trust Company codes 21 50 $150,560 PY2022
- Warren Averett codes 10 $12,500 PY2022
- NRG Energy Master Retirement Trust Sched. D M $373M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedNRG Pension Plan for Bargained Employees funded ratio 85.4% -> 90.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNRG Pension Plan for Bargained Employees funded ratio 112.6% -> 85.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNRG Pension Plan for Bargained Employees plan assets $587M -> $373M (-36.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 411960764-005
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.