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
Foster Wheeler Inc. Pension Plan for Certain Employees
Corporate pensionHampton, NJ
Assets
$102M
Total assets, Dec 31, 2024 reported
Funded
80.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Foster Wheeler, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.4%
Consultants and advisers
4 firms
- Kiltearn Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Trust Co. Directed trusteethrough 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
3 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2023
- Reliance Trust Companyplan years 2022
- Mercer Investments LLCplan 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
33 readings
Investment management fees
$160,407 (2023-12) · $239,887 (2022-12)
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 | 1,088 | $113M | $151M | 80.9% | $102M | n/a | $100M | n/a |
| 2023 to Dec 31, 2023 | 1,106 | $115M | $158M | 78.7% | $113M | n/a | $111M | n/a |
| 2022 to Dec 31, 2022 | 1,321 | $169M | $166M | 91.5% | $115M | n/a | $115M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 17 $328,983 PY2024
- Mercer Investments LLC codes 51 52 $142,746 PY2024
- Principal codes 25 $22,686 PY2024
- Warren Averett, LLC codes 10 $14,000 PY2024
- Haynes and Boone, LLP codes 29 $13,278 PY2024
- SLC Management codes 28 $11,639 PY2024
- Foster Wheeler Inc. Master Trust Sched. D M $100M PY2024
- Mercer codes 11 PY2024
- Mercer Investments LLC codes 51 52 $261,549 PY2023
- Mercer codes 11 17 $198,297 PY2023
- Principal codes 25 $26,315 PY2023
- Warren Averett, LLC codes 10 $14,000 PY2023
- SLC Management codes 28 $6,597 PY2023
- Haynes and Boone, LLP codes 29 $5,166 PY2023
- Foster Wheeler Inc. Master Trust Sched. D M $111M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 17 $220,399 PY2022
- Legal and General Investment Manage codes 28 $86,104 PY2022
- Haynes and Boone, LLP codes 29 $41,358 PY2022
- The Kiltearn Global Equity Fund codes 27 $34,340 PY2022
- Principal codes 25 $23,037 PY2022
- Captrust codes 27 $22,035 PY2022
- Wells Fargo Bank codes 15 $10,991 PY2022
- Warren Averett, LLC codes 10 $10,000 PY2022
- Mercer Investments LLC codes 51 52 PY2022
- Foster Wheeler Inc. Master Trust Sched. D M $115M PY2022
- Mercer codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedFoster Wheeler Inc. Pension Plan for Certain Employees funded ratio 78.7% -> 80.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceThe Kiltearn Global Equity Fund no longer appears on Foster Wheeler Inc. Pension Plan for Certain Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Kiltearn Partnersaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCaptrust no longer appears on Foster Wheeler Inc. Pension Plan for Certain Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSLC Management appears on Foster Wheeler Inc. Pension Plan for Certain Employees's Schedule C as investment manager (plan year 2023 vs 2022)with SLC Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLegal and General Investment Manage no longer appears on Foster Wheeler Inc. Pension Plan for Certain Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedFoster Wheeler Inc. Pension Plan for Certain Employees funded ratio 91.5% -> 78.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFoster Wheeler Inc. Pension Plan for Certain Employees plan assets $169M -> $115M (-31.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223800664-006
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.