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
Pension Plan of Debevoise & Plimpton LLP
Corporate pensionNEW York, NY
Assets
$92.4M
Total assets, Dec 31, 2024 reported
Funded
89.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Debevoise & Plimpton LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Common/collective trusts 29.8%
- Registered investment companies 69.1%
Consultants and advisers
2 firms
- BMO Harris Trust Company Trusteethrough Dec 31, 2022 Form 5500
- October Three Consulting 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
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Invesco Intermediate Bond Trustcollective trust | Invesco Trust Company | Fixed income | $27.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Invesco Intermediate Bond Trustcollective trust | Invesco Trust Company | Fixed income | $36.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Invesco Intermediate Bond Trustcollective trust | Invesco Trust Company | Fixed income | $34.2M held | Disclosed holding | askebsa.dol.gov |
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 | 843 | $132M | $132M | 89.8% | $92.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 858 | $120M | $131M | 89.2% | $132M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 880 | $155M | $134M | 94.8% | $120M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Midwest Institutional Trust Company codes 21 50 51 $44,265 PY2024
- Invesco Intermediate Bond Trust Sched. D C $27.6M PY2024
- October Three Consulting LLC codes 11 PY2024
- BMO Financial Group codes 21 50 51 $42,878 PY2023
- Invesco Intermediate Bond Trust Sched. D C $36.0M PY2023
- October Three Consulting LLC codes 11 PY2023
- BMO Financial Group codes 21 50 51 $44,296 PY2022
- October Three Consulting LLC codes 11 50 $39,930 PY2022
- Invesco Intermediate Bond Trust Sched. D C $34.2M PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedPension Plan of Debevoise & Plimpton LLP total assets $132M -> $92M (-29.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedPension Plan of Debevoise & Plimpton LLP plan assets $120M -> $132M (+10.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan of Debevoise & Plimpton LLP total assets $120M -> $132M (+10.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan of Debevoise & Plimpton LLP funded ratio 94.8% -> 89.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of Debevoise & Plimpton LLP plan assets $155M -> $120M (-23.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135537279-001
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.