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

TE Connectivity Legacy Pension Plan

Corporate pensionBerwyn, PA
Assets
$112M
Total assets, Sep 30, 2025 reported
Funded
94.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: TE Connectivity Corporation
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Master trust investment accounts 98.2%
Consultants and advisers
3 firms
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)
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
33 readings
Total assets
$112M Sep 30, 2025 reported Form 5500
$113M (2024-09) · $89.3M (2023-09)
Plan assets
$112M Oct 1, 2024 reported Form 5500
$89.3M (2023-10) · $94.4M (2022-10)
Net assets
$112M Sep 30, 2025 reported Form 5500
$112M (2024-09) · $89.3M (2023-09)
Funded ratio
94.3% Oct 1, 2024 reported Form 5500
95.0% (2023-10) · 99.3% (2022-10)
Funding target
$113M Oct 1, 2024 reported Form 5500
$103M (2023-10) · $103M (2022-10)
Discount rate
5.38% Oct 1, 2024 reported Form 5500
5.21% (2023-10) · 5.38% (2022-10)
Participants
5,377 Oct 1, 2024 reported Form 5500
4,736 (2023-10) · 4,902 (2022-10)
Contributions
$2.0M Sep 30, 2025 reported Form 5500
$1.2M (2024-09) · $329,868 (2023-09)
Benefits paid
$7.8M Sep 30, 2025 reported Form 5500
$6.8M (2024-09) · $6.8M (2023-09)
Net investment income
$-471,159 Sep 30, 2025 reported Form 5500
$8.2M (2024-09) · $-4.8M (2023-09)
Investment management fees
$79,710 Sep 30, 2025 reported Form 5500
$117,426 (2024-09) · $268,650 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20255,377$112M$113M94.3%$112Mn/a$110Mn/a
2023 to Sep 30, 20244,736$89.3M$103M95.0%$113Mn/a$110Mn/a
2022 to Sep 30, 20234,902$94.4M$103M99.3%$89.3Mn/a$89.0Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Oct 1, 2024Assets changed
    TE Connectivity Legacy Pension Plan plan assets $89M -> $112M (+26.0%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    TE Connectivity Legacy Pension Plan total assets $89M -> $113M (+26.0%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Oct 1, 2023Funded status changed
    TE Connectivity Legacy Pension Plan funded ratio 99.3% -> 95.0% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230332575-067
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.