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
Allstate Retirement Plan
Corporate pensionDallas, TX
Assets
$4.2B
Total assets, Dec 31, 2024 reported
Funded
87.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: The Allstate Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Corporate debt instruments (other) 17.7%
- Corporate debt instruments (preferred) 7.8%
- U.S. Government securities 33.4%
- Other investments 0.0%
- Other loans 1.9%
- Partnership/joint venture interests 25.9%
- Common/collective trusts 7.7%
- Common stock 2.8%
Consultants and advisers
11 firms
- Mercer Investments LLC Pension consultantthrough Dec 31, 2024 Form 5500
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Ernst & Young LLP Pension consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Invesco Trust Company Custodianthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
- Acadian Asset Management Custodianthrough Dec 31, 2022 Form 5500
- Wellington Trust Company Custodianthrough Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Custodianthrough 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
- State Street - Russell 20002 rows, latest Dec 31, 2024
- State Street Global Advisors Trust1 rows, latest Dec 31, 2024
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 | State Street Msci Eafe Index Non-Lecollective trust | State Street - Russell 2000 | Pooled vehicles | $266M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Canada Msci Index Nlcollective trust | State Street - Russell 2000 | Pooled vehicles | $34.8M 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 | 65,044 | $4.1B | $4.1B | 87.9% | $4.2B | $1.1B | n/a | n/a |
| 2023 to Dec 31, 2023 | 65,083 | $4.1B | $4.2B | 83.0% | $4.3B | $1.0B | n/a | n/a |
| 2022 to Dec 31, 2022 | 57,517 | $6.1B | $4.3B | 97.9% | $4.4B | $942M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 50 $3.2M PY2024
- Willis Towers Watson US LLC codes 11 17 50 $284,562 PY2024
- Mercer Investments codes 17 27 50 $180,000 PY2024
- Acadian Asset Management LLC codes 18 19 28 50 51 $148,507 PY2024
- The Bank of New York Mellon codes 21 50 $118,366 PY2024
- J.P. Morgan Investment Management codes 18 19 50 51 $115,297 PY2024
- State Street Global Adv Trust Co. codes 18 19 50 51 $96,127 PY2024
- Crowe LLP codes 10 50 $42,000 PY2024
- Wellington Trust Company, Na codes 18 19 50 51 $22,157 PY2024
- State Street Msci Eafe Index Nl Fd Sched. D C $266M PY2024
- State Street Russell 1000 Index Nl Sched. D C $23.1M PY2024
- State Street Msci Canada Index Nl Sched. D C $34.8M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Alight Solutions LLC codes 15 50 $3.1M PY2023
- Wellington Trust Company, Na codes 18 19 50 51 $299,916 PY2023
- AON Investment USA Inc. codes 17 27 50 $295,000 PY2023
- Acadian Asset Management LLC codes 18 19 28 50 51 $249,227 PY2023
- Willis Towers Watson US LLC codes 11 17 50 $213,504 PY2023
- State Street Global Adv Trust Co. codes 18 19 50 51 $168,643 PY2023
- Deloitte & Touche LLP codes 10 50 $139,800 PY2023
- J.P. Morgan Investment Mgmt Inc. codes 18 19 50 51 $122,009 PY2023
- The Bank of New York Mellon codes 21 50 $116,249 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions LLC codes 15 50 $3.2M PY2022
- Acadian Asset Management LLC codes 18 19 28 50 51 $533,349 PY2022
- Wellington Trust Company, Na codes 18 19 50 51 $475,263 PY2022
- Invesco Trust Company codes 18 19 28 50 51 $327,954 PY2022
- State Street Global Adv Trust Co. codes 18 19 50 51 $250,517 PY2022
- J.P. Morgan Investment Mgmt Inc. codes 18 19 50 51 $217,605 PY2022
- AON Investment USA Inc. codes 17 27 50 $200,000 PY2022
- The Bank of New York Mellon codes 21 50 $158,801 PY2022
- Deloitte & Touche LLP codes 10 50 $139,800 PY2022
- Willis Towers Watson US LLC codes 11 17 50 $106,440 PY2022
- Blackrock Institutional Trust CO.NA codes 21 24 28 50 51 $36,364 PY2022
- Ernst and Young codes 17 50 $31,385 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
- Dec 31, 2024Consultant changedinferenceMercer Investments appears on Allstate Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Investment USA Inc. no longer appears on Allstate Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Jan 1, 2024Funded status changedAllstate Retirement Plan funded ratio 83.0% -> 87.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceInvesco Trust Company no longer appears on Allstate Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlackrock Institutional Trust CO.NA no longer appears on Allstate Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceErnst and Young no longer appears on Allstate Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Ernst & Young LLPaskebsa.dol.gov
- Jan 1, 2023Funded status changedAllstate Retirement Plan funded ratio 97.9% -> 83.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAllstate Retirement Plan plan assets $6.1B -> $4.1B (-32.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363871531-002
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.