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
Pearson Inc. Pension Plan
Corporate pensionHoboken, NJ
Assets
$65.6M
Total assets, Dec 31, 2024 reported
Funded
84.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Pearson Education, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 16.2%
- Common/collective trusts 3.2%
- Registered investment companies 80.3%
Consultants and advisers
4 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- JP Morgan Chase Trusteethrough Dec 31, 2022 Form 5500
- Citibank Trusteethrough Dec 31, 2022 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
- SEI Core Property Collective Fund3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- SEI Investment Companyplan years 2022
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 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $6.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 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 | 2,826 | n/a | n/a | n/a | $65.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,988 | $82.0M | $95.9M | 84.5% | $91.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,200 | $109M | $98.8M | 95.4% | $82.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wtw codes 11 50 $916,516 PY2024
- JP Morgan Chase codes 21 50 $388,565 PY2024
- SEI Investment Company codes 28 51 $196,003 PY2024
- Ellenoff Grossman & Schole LLP codes 29 50 $63,543 PY2024
- Segal Advisors codes 27 50 $32,723 PY2024
- Legacy Professionals LLP codes 10 $18,000 PY2024
- SEI Core Prop Collective Inv Trust Sched. D C $2.1M PY2024
- Wtw codes 11 50 $617,404 PY2023
- Ellenoff Grossman & Schole LLP codes 29 50 $290,493 PY2023
- SEI Investment Company codes 28 51 $194,790 PY2023
- Segal Advisors codes 27 50 $21,805 PY2023
- Legacy Professionals LLP codes 10 $17,250 PY2023
- Citibank codes 21 $5,405 PY2023
- SEI Core Prop Collective Inv Trust Sched. D C $4.0M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Wtw codes 11 50 $661,319 PY2022
- SEI Investment Company codes 28 51 $252,985 PY2022
- Ellenoff Grossman & Schole LLP codes 29 50 $211,352 PY2022
- Segal Advisors codes 27 50 $58,580 PY2022
- JP Morgan Chase codes 21 $16,772 PY2022
- Citibank codes 21 $6,038 PY2022
- SEI Core Prop Collective Inv Trust Sched. D C $6.3M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedPearson Inc. Pension Plan total assets $92M -> $66M (-28.6%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedPearson Inc. Pension Plan total assets $82M -> $92M (+12.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPearson Inc. Pension Plan funded ratio 95.4% -> 84.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPearson Inc. Pension Plan plan assets $109M -> $82M (-24.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221603684-003
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.