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 for Eaton Corporation Employees
Corporate pensionCleveland, OH
Assets
$2.4B
Total assets, Dec 31, 2024 reported
Funded
84.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Eaton Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Alesco Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- Burke Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Transamerica2 rows, latest Dec 31, 2023
Commitments
2 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, 2023 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov |
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 | 46,522 | $2.6B | $2.8B | 84.9% | $2.4B | n/a | $2.4B | n/a |
| 2023 to Dec 31, 2023 | 48,425 | $2.6B | $2.8B | 88.8% | $2.6B | n/a | $2.6B | n/a |
| 2022 to Dec 31, 2022 | 50,925 | $3.7B | $2.8B | 103.8% | $2.6B | n/a | $2.6B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Management Trust Company codes 13 50 $2.7M PY2024
- Eaton Corporation codes 15 35 50 $532,191 PY2024
- Buck Global, LLC codes 11 17 50 $149,945 PY2024
- Transamerica Retirement Solutions codes 11 12 15 50 $57,800 PY2024
- Burke Group codes 11 50 $28,359 PY2024
- Willis Towers Watson codes 13 50 $22,000 PY2024
- Meaden & Moore, Ltd codes 10 50 $21,450 PY2024
- Compass One codes 13 50 $8,160 PY2024
- Eaton Corp Master Retirement Trust Sched. D M $2.4B PY2024
- TA Retirement Solutions Collective Sched. D C PY2024
- Buck Global, LLC codes 11 PY2024
- Fidelity Management Trust Company codes 13 $2.4M PY2023
- Transamerica Retirement Solutions codes 11 12 15 $527,631 PY2023
- Buck Global, LLC codes 11 17 $170,325 PY2023
- Burke Group codes 11 50 $31,280 PY2023
- Meaden & Moore, Ltd codes 10 $27,650 PY2023
- Wtw codes 13 $22,000 PY2023
- Compass One codes 13 $6,801 PY2023
- Eaton Corporation Master Retirement Sched. D M $2.6B PY2023
- TA Retirement Solutions Collective Sched. D C $1.5M PY2023
- Buck Global, LLC codes 11 PY2023
- Fidelity Management Trust Company codes 13 $2.6M PY2022
- Transamerica Retirement Solutions codes 11 12 15 $451,504 PY2022
- Buck Global, LLC codes 11 17 $336,645 PY2022
- Burke Group codes 11 50 $58,832 PY2022
- Meaden & Moore, Ltd codes 10 $19,350 PY2022
- Thompson Hine codes 29 $14,822 PY2022
- Alesco codes 27 $7,454 PY2022
- Compass One codes 13 $6,033 PY2022
- Eaton Corporation Master Retirement Sched. D M $2.6B PY2022
- TA Retirement Solutions Collective Sched. D C $2.7M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedPension Plan for Eaton Corporation Employees funded ratio 88.8% -> 84.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAlesco no longer appears on Pension Plan for Eaton Corporation Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Alesco Advisors LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Eaton Corporation Employees funded ratio 103.8% -> 88.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Eaton Corporation Employees plan assets $3.7B -> $2.6B (-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 340196300-029
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.