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
Thales Pension Plan for Certain U.S. Employees
Corporate pensionArlington, VA
Assets
$10.2M
Total assets, Dec 31, 2024 reported
Funded
103.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Thales USA, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Registered investment companies 99.5%
Consultants and advisers
5 firms
- Clearstead General consultantthrough Dec 31, 2022 Form 5500
- Brentwood Advisors LLC General consultantthrough Dec 31, 2022 Form 5500
- Thompson Hine LLP Pension consultantthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$16,864 (2023-12) · $30,984 (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 | 229 | $11.2M | $11.5M | 103.4% | $10.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 234 | $11.0M | $11.8M | 102.6% | $11.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 256 | $15.4M | $12.5M | 117.2% | $11.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 50 $75,736 PY2024
- Thompson Hine LLP codes 17 29 $46,914 PY2024
- Clearstead Advisors LLC codes 16 50 51 $11,013 PY2024
- Pickett, Chaney & Mcmullen LLP codes 10 50 $10,600 PY2024
- US Bank codes 13 21 50 $5,466 PY2024
- USI Consulting Group codes 11 PY2024
- USI Consulting Group codes 11 50 $52,041 PY2023
- Pickett, Chaney & Mcmullen LLP codes 10 50 $19,650 PY2023
- Clearstead Advisors LLC codes 16 50 51 $16,864 PY2023
- Thompson Hine LLP codes 17 29 $5,649 PY2023
- US Bank codes 13 21 50 $5,224 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 50 $40,038 PY2022
- Clearstead Advisors LLC codes 16 50 51 $30,985 PY2022
- Brentwood Advisors LLC codes 16 50 $13,500 PY2022
- Thompson Hine LLP codes 17 29 $13,166 PY2022
- Pickett, Chaney & Mcmullen LLP codes 10 50 $8,350 PY2022
- US Bank codes 13 21 50 $5,715 PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceBrentwood Advisors LLC no longer appears on Thales Pension Plan for Certain U.S. Employees's Schedule C as general consultant (plan year 2023 vs 2022)with Brentwood Advisors LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedThales Pension Plan for Certain U.S. Employees funded ratio 117.2% -> 102.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThales Pension Plan for Certain U.S. Employees plan assets $15M -> $11M (-28.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060938363-001
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.