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
Taylor Morrison Cash Balance Pension Plan
Corporate pensionScottsdale, AZ
Assets
$27.9M
Total assets, Dec 31, 2024 reported
Funded
90.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Taylor Morrison, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 9.6%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 8.8%
- Common/collective trusts 36.6%
- Registered investment companies 45.1%
Consultants and advisers
1 firms
- Milliman, Inc. Actuarythrough 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
3 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 Dec 31, 2024 | Agilis Long Credit Fundcollective trust | Hand Benefits & Trust Company | Private credit | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Agilis Long Credit Fundcollective trust | Hand Benefits & Trust Company | Private credit | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Agilis Long Credit Fundcollective trust | Hand Benefits & Trust Company | Private credit | $7.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 760 | $25.1M | $29.7M | 90.2% | $27.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 778 | $22.9M | $30.6M | 82.4% | $25.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 797 | $31.8M | $29.3M | 103.5% | $22.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman, Inc. codes 11 13 $186,770 PY2024
- River & Mercantile Long Credit Fund Sched. D C $10.2M PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman, Inc. codes 11 13 $141,702 PY2023
- River & Mercantile Long Credit Fund Sched. D C $7.1M PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman, Inc. codes 11 13 21 $117,260 PY2022
- River & Mercantile Long Credit Fund Sched. D C $7.1M PY2022
- Milliman Inc codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedTaylor Morrison Cash Balance Pension Plan total assets $25M -> $28M (+11.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedTaylor Morrison Cash Balance Pension Plan funded ratio 82.4% -> 90.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedTaylor Morrison Cash Balance Pension Plan funded ratio 103.5% -> 82.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTaylor Morrison Cash Balance Pension Plan plan assets $32M -> $23M (-28.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581426890-003
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.