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
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America
Corporate pensionWashington, DC
Assets
$133M
Total assets, Dec 31, 2024 reported
Funded
111.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Chamber of Commerce of the United States of America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 54.6%
- Corporate debt instruments (preferred) 1.7%
- U.S. Government securities 33.8%
- Other investments 4.6%
- Common/collective trusts 4.5%
Consultants and advisers
4 firms
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Cbiz Actuarythrough Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde9 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Ameriprise Financial, Incplan years 2023
- Delaware Capital Managementplan years 2022
- Westfield Capital Management Companplan years 2022
- Pacific Income Advisorsplan years 2022
Commitments
12 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 | Collective Short Term Investment Fdcollective trust | Northern Trust | Cash | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Collective Short Term Investment Fdcollective trust | Northern Trust | Cash | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Eafe Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Russell 1000 Growth Icollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $13.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 2000 Equity Index Fd-Lendcollective trust | Northern Trust Collective Eafe Inde | Public equity | $962,068 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Collective Short Term Investment Fdcollective trust | Northern Trust | Cash | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Eafe Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Collective Intermed Govt Credit Bndcollective trust | Northern Trust Collective Eafe Inde | Private credit | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 2000 Equity Index Fd-Lendcollective trust | Northern Trust Collective Eafe Inde | Public equity | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Russell 1000 Growth Icollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$542,157 (2023-12) · $271,296 (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 | 1,134 | $134M | $123M | 111.2% | $133M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 1,153 | $125M | $125M | 110.7% | $134M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 1,180 | $156M | $120M | 122.4% | $126M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch Pierce Fenner Smith codes 27 50 51 $249,191 PY2024
- Cbiz codes 11 15 17 38 50 64 70 $198,608 PY2024
- Northern Trust Company codes 21 50 51 $155,693 PY2024
- Columbia Mgmt Investment Advisor codes 28 50 51 $150,238 PY2024
- Ernst & Young US LLP codes 10 50 $59,950 PY2024
- Westfield Capital Management Co. codes 28 50 51 $30,373 PY2024
- Delaware Capital Management codes 28 50 51 $19,710 PY2024
- MFB Nb Coltv Russell 1000 Growth in Sched. D C PY2024
- Collective Short Term Investment Fd Sched. D C $6.0M PY2024
- MFB Nt Collective Eafe Index Fund Sched. D C PY2024
- MFB Nt Coltv Russell 2000 Index Fd Sched. D C PY2024
- MFB Nt Coltv S&p 500 Index Fund Sched. D C PY2024
- Cbiz codes 11 PY2024
- Merrill Lynch Pierce Fenner Smith codes 27 50 51 $371,797 PY2023
- Cbiz codes 11 15 17 38 50 64 70 $164,260 PY2023
- Northern Trust Company codes 21 50 51 $133,473 PY2023
- Delaware Capital Management codes 28 50 51 $74,944 PY2023
- Ernst & Young US LLP codes 10 50 $57,200 PY2023
- Columbia Mgmt Investment Advisor codes 28 50 51 $46,700 PY2023
- Westfield Capital Management Co. codes 28 50 51 $45,218 PY2023
- MFB Nt Coltv S&p 500 Index Fund Sched. D C $9.8M PY2023
- Collective Short Term Investment Fd Sched. D C $5.7M PY2023
- MFB Nt Collective Eafe Index Fund Sched. D C $9.6M PY2023
- MFB Nb Coltv Russell 1000 Growth in Sched. D C $13.2M PY2023
- MFB Nt Coltv Russell 2000 Index Fd Sched. D C $962,068 PY2023
- MFB Nt Coltv Inter Govt/credit Bond Sched. D C PY2023
- Cbiz codes 11 PY2023
- Cbiz codes 11 15 17 38 50 64 70 $194,050 PY2022
- Merrill Lynch Pierce Fenner Smith codes 27 50 51 $192,100 PY2022
- Northern Trust Company codes 21 50 51 $111,787 PY2022
- Delaware Capital Management codes 28 50 51 $78,106 PY2022
- Ernst & Young US LLP codes 10 50 $57,200 PY2022
- Westfield Capital Management Co. codes 28 50 51 $53,775 PY2022
- Pacific Income Advisers codes 28 50 51 $27,628 PY2022
- MFB Nt Coltv Inter Govt/credit Bond Sched. D C $8.4M PY2022
- Collective Short Term Investment Fd Sched. D C $3.0M PY2022
- MFB Nt Collective Eafe Index Fund Sched. D C $9.1M PY2022
- MFB Nb Coltv Russell 1000 Growth in Sched. D C $10.4M PY2022
- MFB Nt Coltv Russell 2000 Index Fd Sched. D C $1.0M PY2022
- MFB Nt Coltv S&p 500 Index Fund Sched. D C $9.1M PY2022
- Cbiz codes 11 PY2022
What changed
9 events
- Dec 31, 2024Holding endedinferenceRetirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports NT Collective Russell 1000 Growth I (Northern Trust Collective Eafe Inde) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports Russell 2000 Equity Index Fd-Lend (Northern Trust Collective Eafe Inde) (last held $962,068 at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Income Plan for Employees of the Chamber of Commerce of the United States of America no longer reports Collective Intermed Govt Credit Bnd (Northern Trust Collective Eafe Inde) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePacific Income Advisers no longer appears on Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America's Schedule C as investment manager (plan year 2023 vs 2022)with Pacific Income Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedColumbia Mgmt Investment Advisor appears on Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America's Schedule C as investment manager (plan year 2023 vs 2022)with Ameriprise Financial, Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Income Plan for Employees of the Chamber of Commerce of the United States of America funded ratio 122.4% -> 110.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Employees of the Chamber of Commerce of the United States of America plan assets $156M -> $125M (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530045720-001
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.