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
Cenveo Worldwide Limited Pension Plan
Corporate pensionStamford, CT
Assets
$156M
Total assets, Dec 31, 2024 reported
Funded
91.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
2 managers on Schedule C
Plan sponsor: Cenveo Worldwide Limited
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.7%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 47.7%
- U.S. Government securities 3.3%
- Other investments 0.5%
- Common/collective trusts 25.1%
- Registered investment companies 14.4%
Consultants and advisers
4 firms
- Brentwood Asset Adv Pension consultantthrough Dec 31, 2023 Form 5500
- HUB International Pension consultantthrough Dec 31, 2023 Form 5500
- Sageview Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Principal Global Investors LLC Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Wells Fargo2 rows, latest Dec 31, 2023
- Goldman Sachs Asset Management1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Nisa Investment Advisors, LLCplan years 2024
- Goldman Sachs Asset Managementplan years 2024
Commitments
14 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 | Goldman Sachs Ct - Long Cr Fd Instlcollective trust | Goldman Sachs Asset Management | Pooled vehicles | $39.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $144M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring St Investment Fund S1collective trust | Principal | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Voya Large Cap Growth Cit Ncollective trust | Principal | Public equity | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/trp Inst Lcg Mgd Cit Fcollective trust | Principal | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock Intl Eqty Indexcollective trust | Principal | Pooled vehicles | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Growth Index Cit Ncollective trust | Principal | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p Mc Indx Citcollective trust | Principal | Pooled vehicles | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexcollective trust | Principal | Pooled vehicles | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/mfs Value Cit Fcollective trust | Principal | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $92.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pfg/multi-Manager Small Cap Cit Ncollective trust | Principal | Public equity | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/t. Rowe Price Institutioncollective trust | Principal | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring St Investment Fund S1collective trust | Principal | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 | 3,244 | $170M | $200M | 91.7% | $156M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,404 | $217M | $259M | 91.9% | $171M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,236 | $275M | $249M | 104.5% | $217M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sageview Consulting Group codes 11 17 $275,880 PY2024
- Principal Financial Services codes 21 28 $192,562 PY2024
- Thompson Hine LLP codes 29 $124,141 PY2024
- Goldman Sachs Asset Management codes 28 $95,517 PY2024
- RPW Solutions, LLC codes 17 $95,136 PY2024
- PKF O'Connor Davies, LLP codes 10 $27,900 PY2024
- Nisa Investment Advisors, LLC codes 28 $25,863 PY2024
- GHP Media codes 36 38 $7,104 PY2024
- Goldman Sachs Ct - Long Cr Fd Instl Sched. D C $39.1M PY2024
- Sageview Consulting Group codes 11 PY2024
- Sageview Consulting Group codes 11 17 $447,408 PY2023
- Principal Financial Services codes 21 28 $234,329 PY2023
- RPW Solutions, LLC codes 17 $150,000 PY2023
- Thompson Hine LLP codes 29 $76,786 PY2023
- PKF O'Connor Davies, LLP codes 10 $45,450 PY2023
- Brentwood Asset Advisors Inc. codes 17 $20,000 PY2023
- Groom Law Group, Chartered codes 29 $15,265 PY2023
- GHP Media codes 36 38 $5,633 PY2023
- Princ/blckrck Short Term Investment Sched. D C $2.3M PY2023
- Princ/mm Liability Driven Sol Cit I Sched. D C $144M PY2023
- Sageview Consulting Group codes 11 PY2023
- Sageview Consulting Group codes 11 $314,100 PY2022
- Principal Financial Services codes 21 28 $283,261 PY2022
- Arnold & Porter codes 29 $36,729 PY2022
- PKF O'Connor Davies, LLP codes 10 $25,600 PY2022
- Cenveo San Antonio codes 36 38 $6,608 PY2022
- Princ/blckrck Int Eq Ind Cit N Sched. D C $9.5M PY2022
- Princ/blckrck Lcg Cit N Sched. D C $2.1M PY2022
- Princ/blckrck S&p Midcap Ind Cit N Sched. D C $13.5M PY2022
- Princ/blckrck S&p 500 Ind Cit N Sched. D C $22.1M PY2022
- Princ/mfs Value Cit N Sched. D C $4.6M PY2022
- Princ/mm Liability Driven Sol Cit I Sched. D C $92.9M PY2022
- Princ/mm Small Cap Ci Cit N Sched. D C $8.4M PY2022
- Princ/trowepr Inst Eq Inc Mgd Cit N Sched. D C $4.6M PY2022
- Princ/trowepr Inst Lcg Mgd Cit N Sched. D C $4.1M PY2022
- Princ/voya Lcg Cit N Sched. D C $4.2M PY2022
- Princ/blckrck Short Term Investment Sched. D C $3.3M PY2022
- Sageview Consulting Group codes 11 PY2022
What changed
22 events
- Dec 31, 2024Holding startedCenveo Worldwide Limited Pension Plan first reports an interest in Goldman Sachs Ct - Long Cr Fd Instl (Goldman Sachs Asset Management): $39M at 2024-12-31with Goldman Sachs Asset Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Allspring St Investment Fund S1 (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Allspring St Investment Fund S1askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Liability Driven Solution Cit I (Wells Fargo) (last held $144M at 2023-12-31; absent from the 2024-12-31 filing)with Wells Fargoaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNisa Investment Advisors, LLC appears on Cenveo Worldwide Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedGoldman Sachs Asset Management appears on Cenveo Worldwide Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBrentwood Asset Advisors Inc. no longer appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Brentwood Asset Advaskebsa.dol.gov
- Jan 1, 2024Assets changedCenveo Worldwide Limited Pension Plan plan assets $217M -> $170M (-21.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Principal/trp Inst Lcg Mgd Cit F (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Principal/trp Inst Lcg Mgd Cit Faskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Principal/blackrock Intl Eqty Index (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)with Principal/blackrock Intl Eqty Indexaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Principal/blackrock S&p Mc Indx Cit (last held $13M at 2022-12-31; absent from the 2023-12-31 filing)with Principal/blackrock S&p Mc Indx Citaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Principal/blackrock S&p 500 Index (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Pfg/multi-Manager Small Cap Cit N (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with Pfg/multi-Manager Small Cap Cit Naskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Voya Large Cap Growth Cit N (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Voya Large Cap Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Principal/mfs Value Cit F (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Principal/mfs Value Cit Faskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Principal/t. Rowe Price Institution (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Principal/t. Rowe Price Institutionaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceCenveo Worldwide Limited Pension Plan no longer reports Large Cap Growth Index Cit N (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Large Cap Growth Index Cit Naskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRPW Solutions, LLC appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with HUB Internationalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBrentwood Asset Advisors Inc. appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Brentwood Asset Advaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSageview Consulting Group appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Sageview Consulting Groupaskebsa.dol.gov
- Dec 31, 2023Assets changedCenveo Worldwide Limited Pension Plan total assets $217M -> $171M (-21.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCenveo Worldwide Limited Pension Plan funded ratio 104.5% -> 91.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCenveo Worldwide Limited Pension Plan plan assets $275M -> $217M (-20.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 831681581-008
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.