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
American Institute of Certified Public Accountants Revised Staff Pension Plan
Corporate pensionDurham, NC
Assets
$2.6M
Total assets, Apr 30, 2025 reported
Funded
107.0%
May 1, 2023
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: American Institute of Certified Public Accountants
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 78.4%
Consultants and advisers
3 firms
- Hewitt Associates Pension consultantthrough Apr 30, 2023 Form 5500
- Barrow Hanley Mewhinney & Strauss Trusteethrough Apr 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Apr 30, 2023 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
28 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 Apr 30, 2025 | 1,079 | n/a | n/a | n/a | $2.6M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 1,113 | $103M | $105M | 107.0% | $105M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 1,143 | $113M | $103M | 120.5% | $103M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Hewitt Associates codes 17 $1.3M PY2024
- AON Consulting Inc codes 11 $362,887 PY2024
- Kilpatrick Townsend & Stockton LLP codes 29 $153,319 PY2024
- Barrow, Hanley, Mewhinney Strauss codes 21 $143,907 PY2024
- Cohn Reznick LLP codes 10 $105,450 PY2024
- US Bank codes 26 $79,335 PY2024
- AON Consulting Inc codes 11 $451,101 PY2023
- Hewitt Associates codes 17 $296,001 PY2023
- Barrow, Hanley, Mewhinney Strauss codes 21 $213,257 PY2023
- US Bank codes 26 $86,332 PY2023
- Cohn Reznick LLP codes 10 $32,550 PY2023
- Kilpatrick Townsend & Stockton LLP codes 29 $20,209 PY2023
- AON Consulting codes 11 PY2023
- AON Consulting Inc codes 11 $430,916 PY2022
- Barrow, Hanley, Mewhinney Strauss codes 21 $229,034 PY2022
- Hewitt Associates codes 17 $135,840 PY2022
- US Bank codes 26 $90,621 PY2022
- Cohn Reznick LLP codes 10 $29,070 PY2022
- AON Consulting codes 11 PY2022
What changed
2 events
- Apr 30, 2025Assets changedAmerican Institute of Certified Public Accountants Revised Staff Pension Plan total assets $105M -> $3M (-97.5%, 2024-04-30 to 2025-04-30)
- May 1, 2023Funded status changedAmerican Institute of Certified Public Accountants Revised Staff Pension Plan funded ratio 120.5% -> 107.0% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 130432265-333
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.