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
Boeing North American Retirement Plan
Corporate pensionSeattle, WA
Assets
$2.3B
Total assets, Dec 31, 2024 reported
Funded
133.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Boeing Co. and Consolidated Subsidiaries
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Conduent Hr Services LLC General consultantthrough Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt T General consultantthrough Dec 31, 2022 Form 5500
- Pacific Resources Benefit General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- The Boeing Co. and Consolidated Subsidiariesplan years 2022
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
31 readings
Investment management fees
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 | 28,513 | $2.5B | $1.7B | 133.4% | $2.3B | n/a | $2.3B | n/a |
| 2023 to Dec 31, 2023 | 30,097 | $2.5B | $1.9B | 124.4% | $2.5B | n/a | $2.5B | n/a |
| 2022 to Dec 31, 2022 | 34,248 | $3.5B | $2.0B | 136.2% | $2.5B | n/a | $2.5B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Inv Inst'l Op Co, LLC codes 13 15 49 61 $1.1M PY2024
- The Boeing Co and Consolidated Subs codes 10 14 28 $279,583 PY2024
- Willis Towers Watson US LLC codes 11 16 17 70 $185,202 PY2024
- Deloitte & Touche LLP codes 10 $72,944 PY2024
- Conduent Hr Services, LLC codes 15 $32,016 PY2024
- Foley & Lardner LLP codes 29 $19,309 PY2024
- Herronpalmer codes 16 $15,956 PY2024
- Tbcerp Master Trust Sched. D M $2.3B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $940,608 PY2023
- Willis Towers Watson US LLC codes 11 17 $148,081 PY2023
- Deloitte & Touche LLP codes 10 $72,128 PY2023
- The Boeing Co and Consolidated Subs codes 10 14 28 $51,188 PY2023
- Foley & Lardner LLP codes 29 $45,251 PY2023
- Conduent Hr Services, LLC codes 99 $35,216 PY2023
- Herronpalmer codes 16 $22,414 PY2023
- State Street Bank and Trust codes 49 $16,428 PY2023
- Tbcerp Master Trust Sched. D M $2.5B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Conduent Hr Services, LLC codes 15 16 38 64 70 $1.6M PY2022
- Fidelity Inv Inst'l Op Co, LLC codes 15 16 17 50 $509,852 PY2022
- The Boeing Co and Consolidated Subs codes 10 14 28 $443,280 PY2022
- Willis Towers Watson US LLC codes 11 16 17 50 70 $252,429 PY2022
- Foley & Lardner LLP codes 29 $87,997 PY2022
- Herronpalmer codes 16 $68,864 PY2022
- Deloitte & Touche LLP codes 10 $66,409 PY2022
- State Street Bank and Trust codes 13 15 49 62 $60,910 PY2022
- Tbcerp Master Trust Sched. D M $2.5B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceFidelity Inv Inst'l Op Co, LLC no longer appears on Boeing North American Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Jan 1, 2024Funded status changedBoeing North American Retirement Plan funded ratio 124.4% -> 133.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceConduent Hr Services, LLC no longer appears on Boeing North American Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Conduent Hr Services LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedBoeing North American Retirement Plan funded ratio 136.2% -> 124.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBoeing North American Retirement Plan plan assets $3.5B -> $2.5B (-27.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 910425694-048
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.