DFX Intelligence

Allocator Intelligence

Retirement Income Plan for the Employees of Dannon

Corporate pension· White Plains, New York

Corporate pension, based in White Plains, New York, reporting $87.9M in assets, for 1,530 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$87.9M
Funded ratio
104.6%
Fund commitments
11
Managers
2
View relationshipsAsk DFX about this allocator
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (11)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: Dec 31, 2024, Capfinancial Partners no longer appears on Retirement Income Plan for the Employees of Dannon's Schedule C as general consultant (plan year 2024 vs 2023).

2 more advisers, 17 more commitments and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Capital path

who backs this record, through what, into what; each name opens its own path
Retirement Income Plan for the Employees of Dannon
Funds committed to
All 11
Managers

Relationship network

34 connected entities20 observed commitments11 repeat counterpartiescommitments 2022 to 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$87.9M
Total assets, Dec 31, 2024 reported
Funded
104.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
11
2 managers on Schedule C
Plan sponsor: Danone North America Public Benefit Corporation

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Common/collective trusts 98.3%

Consultants and advisers

5 firms

+2 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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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
From Schedule C (investment management, code 28)

What changed

15 events
  • Dec 31, 2024Consultant changedinference
    Capfinancial Partners no longer appears on Retirement Income Plan for the Employees of Dannon's Schedule C as general consultant (plan year 2024 vs 2023)
    with Capfinancial Partners, LLCaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Income Plan for the Employees of Dannon first reports an interest in Mercer Global Low Volatility Equity: $4M at 2023-12-31
    with Mercer Global Low Volatility Equityaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Income Plan for the Employees of Dannon first reports an interest in Mercer Emerging Markets Equity Port: $5M at 2023-12-31
    with Mercer Emerging Markets Equity Portaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Income Plan for the Employees of Dannon first reports an interest in Mercer Non-Us Core Equity Portfolio: $9M at 2023-12-31
    with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Income Plan for the Employees of Dannon first reports an interest in Mercer Opportunistic Fixed Income: $11M at 2023-12-31
    with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

20 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Passive Long Government Fixecollective trustMercer Investments LLCPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer US Small/mid Cap Equity Portcollective trustMercer Investments LLCPublic equity$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Non-Us Core Equity Portfoliocollective trustMercer Investments LLCPublic equity$6.4M heldDisclosed holdingaskebsa.dol.gov

+17 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings
Total assets
$87.9M Dec 31, 2024 reported Form 5500
$89.9M (2023-12) · $94.0M (2022-12)
Plan assets
$89.9M Jan 1, 2024 reported Form 5500
$93.9M (2023-01) · $116M (2022-01)
Net assets
$87.8M Dec 31, 2024 reported Form 5500
$89.7M (2023-12) · $93.9M (2022-12)
Funded ratio
104.6% Jan 1, 2024 reported Form 5500
104.4% (2023-01) · 114.9% (2022-01)
Funding target
$87.5M Jan 1, 2024 reported Form 5500
$99.0M (2023-01) · $94.4M (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.51% (2022-01)
Participants
1,530 Jan 1, 2024 reported Form 5500
1,835 (2023-01) · 1,843 (2022-01)
Contributions
$700,010 Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $1.5M (2022-12)
Benefits paid
$3.9M Dec 31, 2024 reported Form 5500
$19.2M (2023-12) · $3.1M (2022-12)
Net investment income
-$1.9M Dec 31, 2024 reported Form 5500
-$4.2M (2023-12) · -$22.3M (2022-12)
Investment management fees
$180,814 Dec 31, 2024 reported Form 5500
$39,750 (2023-12) · $52,250 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,530$89.9M$87.5M104.6%$87.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,835$93.9M$99.0M104.4%$89.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,843$116M$94.4M114.9%$94.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+38 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 112574006-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Retirement Income Plan for the Employees of Dannon sits on 5 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

15 dated events on the change ledger, latest event first
  • Consultant changed
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2023-12-31source on record
  • Holding in a pooled vehicle started
    2023-12-31source on record

+12 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+9 connections on the graph

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