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
Abbott Puerto Rico Retirement Plan
Corporate pensionAbbott Park, IL
Assets
$102M
Total assets, Dec 31, 2024 reported
Funded
107.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Abbott Healthcare (puerto Rico) Ltd. C/o Abbott Laboratories
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
3 firms
- Aon General consultantthrough Dec 31, 2022 Form 5500
- Oriental Bank and Trust Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. 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
30 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 | 913 | $94.3M | $83.4M | 107.8% | $102M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 919 | $82.5M | $80.0M | 106.6% | $94.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 912 | $106M | $73.7M | 114.5% | $82.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 16 50 $61,534 PY2024
- Oriental Bank and Trust codes 21 50 $55,704 PY2024
- Alight Solutions LLC codes 15 50 $43,523 PY2024
- Grant Thornton LLP codes 10 50 $29,500 PY2024
- Grant Thornton Advisors LLC codes 10 50 $7,100 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 16 50 $55,588 PY2023
- Oriental Bank and Trust codes 21 50 $48,944 PY2023
- Alight Solutions codes 15 50 $45,239 PY2023
- Grant Thornton LLP codes 10 50 $35,475 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 16 50 $50,814 PY2022
- Oriental Bank and Trust codes 21 50 $46,664 PY2022
- Alight Solutions codes 15 50 $42,289 PY2022
- Grant Thornton LLP codes 10 50 $35,355 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedAbbott Puerto Rico Retirement Plan plan assets $82M -> $94M (+14.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAbbott Puerto Rico Retirement Plan total assets $83M -> $94M (+14.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAbbott Puerto Rico Retirement Plan funded ratio 114.5% -> 106.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAbbott Puerto Rico Retirement Plan plan assets $106M -> $82M (-22.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 981051267-003
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.