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
Accenture United States New Pension Plan
Corporate pensionChicago, IL
Assets
$237M
Total assets, May 30, 2025 reported
Funded
100.9%
May 31, 2024
Private markets target
n/a
policy May 30, 2025
Commitments
0
none on the tape
Plan sponsor: Accenture LLP
Allocation policy
Form 5500, as of May 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (other) 76.3%
- U.S. Government securities 11.1%
- Other investments 10.7%
Consultants and advisers
2 firms
- Northern Trust Co. Trusteethrough May 30, 2023 Form 5500
- Mercer Actuarythrough May 30, 2023 Form 5500
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)
- Nisa Investment Advisors, LLCplan years 2023
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
$447,654 (2024-05) · $440,489 (2023-05)
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 May 30, 2025 | 550 | $214M | $204M | 100.9% | $237M | n/a | n/a | n/a |
| 2023 to May 30, 2024 | 554 | $215M | $198M | 101.4% | $236M | n/a | n/a | n/a |
| 2022 to May 30, 2023 | 554 | $234M | $187M | 113.5% | $240M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa codes 28 50 $454,929 PY2024
- Mercer codes 11 15 50 $402,243 PY2024
- Northern Trust codes 21 50 $246,367 PY2024
- Alight Solutions codes 15 50 $181,965 PY2024
- Dugan & Lopatka codes 10 50 $18,000 PY2024
- Mercer codes 11 PY2024
- Alight Solutions codes 15 50 $518,536 PY2023
- Nisa codes 28 50 $447,654 PY2023
- Northern Trust codes 21 50 $157,659 PY2023
- Mercer codes 11 50 $148,236 PY2023
- Dugan & Lopatka codes 10 50 $21,400 PY2023
- Mercer codes 11 PY2023
- Alight Solutions codes 15 50 $525,522 PY2022
- Nisa codes 28 50 $440,489 PY2022
- Northern Trust codes 21 50 $230,694 PY2022
- Mercer codes 11 50 $123,296 PY2022
- Mercer codes 11 PY2022
What changed
1 events
- May 31, 2023Funded status changedAccenture United States New Pension Plan funded ratio 113.5% -> 101.4% (2022-05-31 to 2023-05-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 720542904-106
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.