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
Tronox Incorporated Retirement Plan
Corporate pensionStamford, CT
Assets
$171M
Total assets, Dec 31, 2024 reported
Funded
86.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Tronox Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Corporate debt instruments (other) 9.4%
- Corporate debt instruments (preferred) 9.2%
- U.S. Government securities 29.1%
- Other investments 19.1%
- Registered investment companies 2.5%
- Common stock 27.1%
Consultants and advisers
4 firms
- Newport Group, Inc General consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on Schedule C
From Schedule C (investment management, code 28)
- Earnest Partnersplan years 2024
- Causewayplan years 2023
- Mfsplan years 2022
- Loomis Saylesplan years 2022
- Blackrockplan years 2022
- WCM Investment Management, LLCplan years 2022
- Bairdplan years 2022
- Schroderplan years 2022
- Cambria Investors, LLCplan years 2022
- Allspring Global Investments LLCplan years 2022
- Eagleplan years 2022
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 | 2,516 | $175M | $199M | 86.9% | $171M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,611 | $180M | $216M | 80.0% | $175M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,652 | $337M | $296M | 97.4% | $175M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 15 $508,946 PY2024
- Bank of America codes 25 $428,396 PY2024
- Blackrock codes 51 $125,897 PY2024
- Looms Sayles codes 51 $27,223 PY2024
- Mfs codes 51 $27,207 PY2024
- Earnest Partners codes 51 $21,308 PY2024
- Baird codes 51 $20,444 PY2024
- Cliftonlarsonallen LLP codes 10 $18,664 PY2024
- Causeway codes 51 $14,423 PY2024
- Eagle codes 51 $13,829 PY2024
- Allspring codes 51 $13,826 PY2024
- Schroder codes 51 $13,206 PY2024
- AON Consulting Inc codes 11 27 $5,000 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 15 $682,662 PY2023
- Bank of America codes 25 $444,333 PY2023
- Blackrock codes 51 $127,065 PY2023
- Looms Sayles codes 51 $27,426 PY2023
- Mfs codes 51 $27,142 PY2023
- Baird codes 51 $21,395 PY2023
- Earnest Partners codes 51 $20,972 PY2023
- Cliftonlarsonallen LLP codes 10 $19,759 PY2023
- Causeway codes 51 $15,110 PY2023
- Allspring codes 51 $14,066 PY2023
- Eagle codes 51 $14,037 PY2023
- Schroder codes 51 $13,508 PY2023
- AON Consulting Inc codes 11 27 $8,750 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Bank of America codes 25 $555,183 PY2022
- Blackrock codes 51 $341,395 PY2022
- RSM US LLP codes 10 $57,250 PY2022
- Mfs codes 51 $43,910 PY2022
- Looms Sayles codes 51 $41,026 PY2022
- Earnest Partners codes 51 $34,026 PY2022
- Baird codes 51 $31,335 PY2022
- Allspring codes 51 $22,241 PY2022
- Schroder codes 51 $21,314 PY2022
- Cambiar codes 51 $21,066 PY2022
- Eagle codes 51 $19,675 PY2022
- AON Consulting Inc codes 11 27 $19,259 PY2022
- Cliftonlarsonallen LLP codes 10 $16,669 PY2022
- Newport Group Inc codes 16 $6,100 PY2022
- D Risk Analysis LLC codes 22 $5,000 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedTronox Incorporated Retirement Plan funded ratio 80.0% -> 86.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceNewport Group Inc no longer appears on Tronox Incorporated Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Newport Group, Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedTronox Incorporated Retirement Plan funded ratio 97.4% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTronox Incorporated Retirement Plan plan assets $337M -> $180M (-46.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 202868245-002
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.