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
Global One Cash Balance Pension Plan
Corporate pensionReston, VA
Assets
$7.5M
Total assets, Dec 31, 2024 reported
Funded
102.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Orange Business Services Holdings U. S. , Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Registered investment companies 99.4%
Consultants and advisers
5 firms
- Michael Berg Consulting LLC General consultantthrough Dec 31, 2022 Form 5500
- Mercer General consultantthrough Dec 31, 2022 Form 5500
- US Bank Directed trusteethrough Dec 31, 2023 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough 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
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
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 | 255 | $7.3M | $7.4M | 102.9% | $7.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 271 | $6.9M | $7.4M | 98.9% | $7.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 288 | $9.6M | $7.7M | 116.0% | $6.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Troutman Pepper Hamilton Sandersllp codes 29 50 $32,480 PY2024
- Mercer Investment Consulting, LLC codes 16 50 $27,520 PY2024
- T. Rowe Price Rps, Inc. codes 50 64 $20,055 PY2024
- Citrin Cooperman and Company LLP codes 10 50 $19,995 PY2024
- Willis Towers Watson US LLC codes 11 50 $17,000 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Troutman Pepper Hamilton Sandersllp codes 29 50 $62,413 PY2023
- Towers Watson US LLC codes 11 50 $47,000 PY2023
- Mercer Investment Consulting, LLC codes 50 $26,718 PY2023
- Citrin Cooperman codes 10 50 $19,950 PY2023
- U.S. Bank National Association codes 25 62 72 $15,000 PY2023
- T. Rowe Price Rps, Inc. codes 50 64 $5,315 PY2023
- Michael Berg Consulting LLC codes 16 50 $5,123 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Troutman Sanders LLP codes 29 50 $51,111 PY2022
- Towers Watson Pennsylvania Inc codes 11 50 $47,000 PY2022
- Mercer Investment Consulting, LLC codes 16 50 $25,940 PY2022
- Citrin Cooperman codes 10 50 $25,000 PY2022
- T. Rowe Price Rps, Inc. codes 50 64 $14,524 PY2022
- US Bank codes 50 62 72 $13,058 PY2022
- Michael Berg Consulting LLC codes 16 50 $6,324 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceMichael Berg Consulting LLC no longer appears on Global One Cash Balance Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Michael Berg Consulting LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer Investment Consulting, LLC appears on Global One Cash Balance Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jan 1, 2024Funded status changedGlobal One Cash Balance Pension Plan funded ratio 98.9% -> 102.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMercer Investment Consulting, LLC no longer appears on Global One Cash Balance Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Jan 1, 2023Funded status changedGlobal One Cash Balance Pension Plan funded ratio 116.0% -> 98.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGlobal One Cash Balance Pension Plan plan assets $10M -> $7M (-28.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 582261454-002
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.