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
Disney Salaried Pension Plan a
Corporate pensionBurbank, CA
Assets
$4.2B
Total assets, Dec 31, 2024 reported
Funded
107.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Twdc Enterprises 18 Corp.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 0.0%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 0.0%
- Insurance company general account 0.0%
- Master trust investment accounts 99.7%
- Registered investment companies 0.0%
Consultants and advisers
5 firms
- Albourne America LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Evestment Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Human Resources Consulting Actuarythrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Blackrock Financial Management, Incplan years 2022
- Newport Trust Companyplan 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
32 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 | 18,787 | $4.0B | $3.3B | 107.0% | $4.2B | n/a | $4.2B | n/a |
| 2023 to Dec 31, 2023 | 19,098 | $3.7B | $3.2B | 109.3% | $4.1B | n/a | $4.1B | n/a |
| 2022 to Dec 31, 2022 | 19,443 | $4.5B | $3.0B | 121.1% | $3.8B | n/a | $3.8B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- State Street Corporation codes 25 28 50 63 99 $204,123 PY2024
- Mercer Human Resources Consulting codes 11 50 $151,235 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $105,218 PY2024
- Albourne America LLC codes 27 50 $62,238 PY2024
- Moss Adams LLP codes 10 50 $57,000 PY2024
- Groom Law Group codes 29 50 $39,553 PY2024
- Newport Trust Company codes 28 50 $18,684 PY2024
- Metropolitan Life Insurance Co. codes 23 50 53 $14,752 PY2024
- BSR & Co. codes 10 50 $11,890 PY2024
- Covington and Burling LLP codes 29 50 $11,359 PY2024
- Evestment codes 27 50 $9,283 PY2024
- The Walt Disney Company Retire Mt Sched. D M $4.2B PY2024
- Mercer codes 11 PY2024
- State Street Corporation codes 25 28 50 63 99 $278,973 PY2023
- Mercer Human Resources Consulting codes 11 50 $146,263 PY2023
- Albourne America LLC codes 27 50 $57,284 PY2023
- Moss Adams LLP codes 10 50 $50,000 PY2023
- Pricewaterhousecoopers LLP codes 10 50 $44,512 PY2023
- Newport Trust Company codes 28 50 $39,402 PY2023
- Groom Law Group codes 29 50 $25,205 PY2023
- Metropolitan Life Insurance Co. codes 23 50 53 $13,089 PY2023
- BSR & Co. codes 10 50 $12,044 PY2023
- Evestment codes 27 50 $8,999 PY2023
- The Walt Disney Company Retire Mt Sched. D M $4.1B PY2023
- Mercer codes 11 PY2023
- State Street Corporation codes 25 28 50 63 99 $349,141 PY2022
- Moss Adams LLP codes 10 50 $101,800 PY2022
- Mercer Human Resources Consulting codes 11 50 $67,457 PY2022
- Newport Trust Company codes 28 50 $36,069 PY2022
- Covington & Burling, LLP codes 29 50 $31,796 PY2022
- Pricewaterhousecoopers LLP codes 10 50 $31,355 PY2022
- Metropolitan Life Insurance Co. codes 23 50 53 $22,192 PY2022
- Blackrock Financial Management, Inc codes 28 50 $20,133 PY2022
- BSR & Co. codes 10 50 $17,267 PY2022
- Evestment codes 27 50 $8,825 PY2022
- The Walt Disney Company Retire Mt Sched. D M $3.8B PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedDisney Salaried Pension Plan a funded ratio 109.3% -> 107.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAlbourne America LLC appears on Disney Salaried Pension Plan a's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Albourne America LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlackrock Financial Management, Inc no longer appears on Disney Salaried Pension Plan a's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Financial Management, Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedDisney Salaried Pension Plan a funded ratio 121.1% -> 109.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDisney Salaried Pension Plan a plan assets $4.5B -> $3.7B (-17.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954545390-022
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.