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
Retirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O
Corporate pensionNorwalk, CT
Assets
$66.5M
Total assets, Nov 30, 2024 reported
Funded
70.7%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Conduent Hr Services LLC
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.8%
Consultants and advisers
4 firms
- Rocaton Investment Advisors LLC Investment adviser (plan)through Nov 30, 2023 Form 5500
- Aon Actuarythrough Nov 30, 2023 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Nov 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 691 | $49.2M | $76.6M | 70.7% | $66.5M | n/a | $65.7M | n/a |
| 2022 to Nov 30, 2023 | 728 | $57.7M | $77.1M | 80.0% | $62.3M | n/a | $61.8M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 10 11 16 $165,646 PY2023
- Conduent Incorporated codes 15 $75,762 PY2023
- State Street Bank and Trust Company codes 15 25 $23,498 PY2023
- Rocaton Investment Advisors, LLC codes 27 $19,461 PY2023
- Xerox Corporation codes 13 $17,514 PY2023
- Morgan Lewis & Bockius LLP codes 29 $15,645 PY2023
- PWC LLP codes 10 $15,503 PY2023
- Pension Only Pool Sched. D M $65.7M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 10 11 16 $145,934 PY2022
- Conduent Incorporated codes 15 $56,344 PY2022
- Morgan Lewis & Bockius LLP codes 29 $32,606 PY2022
- State Street Bank and Trust Company codes 15 25 $21,654 PY2022
- PWC LLP codes 10 $15,208 PY2022
- Xerox Corporation codes 13 $13,781 PY2022
- Rocaton Investment Advisors, LLC codes 27 $12,577 PY2022
- Pension Only Pool Sched. D M $61.8M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Dec 1, 2023Funded status changedRetirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O funded ratio 80.0% -> 70.7% (2022-12-01 to 2023-12-01)
- Dec 1, 2023Assets changedRetirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and O plan assets $58M -> $49M (-14.7%, 2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160468020-003
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.