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

DR Pepper Snapple Group, Inc. Personal Pension Account Plan

Corporate pensionFrisco, TX
Assets
$74.3M
Total assets, Dec 31, 2024 reported
Funded
80.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Keurig Dr Pepper Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 8.4%
  • Master trust investment accounts 91.6%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
31 readings
Total assets
$74.3M Dec 31, 2024 reported Form 5500
$84.2M (2023-12) · $87.3M (2022-12)
Plan assets
$76.1M Jan 1, 2024 reported Form 5500
$80.1M (2023-01) · $124M (2022-01)
Net assets
$74.2M Dec 31, 2024 reported Form 5500
$84.1M (2023-12) · $87.2M (2022-12)
Funded ratio
80.1% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 88.3% (2022-01)
Funding target
$76.3M Jan 1, 2024 reported Form 5500
$79.7M (2023-01) · $81.9M (2022-01)
Discount rate
4.99% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.38% (2022-01)
Participants
1,046 Jan 1, 2024 reported Form 5500
1,181 (2023-01) · 1,182 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$10.3M Dec 31, 2024 reported Form 5500
$11.3M (2023-12) · $13.2M (2022-12)
Net investment income
$-10.0M Dec 31, 2024 reported Form 5500
$-3.1M (2023-12) · $-46.7M (2022-12)
Investment management fees
$599,452 Dec 31, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,046$76.1M$76.3M80.1%$74.3Mn/a$68.0Mn/a
2023 to Dec 31, 20231,181$80.1M$79.7M80.0%$84.2Mn/a$76.1Mn/a
2022 to Dec 31, 20221,182$124M$81.9M88.3%$87.3Mn/a$80.1Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    AON Investments USA Inc appears on DR Pepper Snapple Group, Inc. Personal Pension Account Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with AON Investments USA Incaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    DR Pepper Snapple Group, Inc. Personal Pension Account Plan total assets $84M -> $74M (-11.8%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    DR Pepper Snapple Group, Inc. Personal Pension Account Plan funded ratio 88.3% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    DR Pepper Snapple Group, Inc. Personal Pension Account Plan plan assets $124M -> $80M (-35.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 980517725-001
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.