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
Acco Brands Corporation Pension Plan
Corporate pensionLake Zurich, IL
Assets
$151M
Total assets, Nov 30, 2024 reported
Funded
95.0%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
2
none on the tape
Plan sponsor: Acco Brands Corporation
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 0.7%
- Registered investment companies 99.3%
Consultants and advisers
4 firms
- Capital Stratagies Invt Group LLC General consultantthrough Nov 30, 2023 Form 5500
- Aon Actuarythrough Nov 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Nov 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Nov 30, 2023 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 Inde2 rows, latest Nov 30, 2024
Commitments
2 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 Nov 30, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $1.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 3,629 | $142M | $161M | 95.0% | $151M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 3,683 | $147M | $160M | 101.2% | $142M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 50 $495,014 PY2023
- Capital Strategies Investment Group codes 16 50 $131,936 PY2023
- Northern Trust Company codes 21 50 59 $124,167 PY2023
- Crowe LLP codes 10 50 $35,175 PY2023
- Coltv Short Term Invt Fund Sched. D C $1.0M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 50 $406,707 PY2022
- Capital Strategies Investment Group codes 16 50 $163,767 PY2022
- Northern Trust Company codes 21 50 59 $119,869 PY2022
- Crowe LLP codes 10 50 $33,500 PY2022
- Coltv Short Term Invt Fund Sched. D C $1.0M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
1 events
- Dec 1, 2023Funded status changedAcco Brands Corporation Pension Plan funded ratio 101.2% -> 95.0% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362704017-010
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.