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
The Guardian Field Representative Employees' Retirement Plan
Corporate pensionNEW York, NY
Assets
$536M
Total assets, Dec 31, 2024 reported
Funded
86.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Guardian Life Insurance Company of America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 95.0%
Consultants and advisers
1 firms
- 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
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Ss&c Private Equity Services, Incplan years 2023
- The Townsend Groupplan years 2023
- Victory Capital Managementplan years 2023
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
31 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 | 4,158 | $531M | $535M | 86.5% | $536M | n/a | $509M | n/a |
| 2023 to Dec 31, 2023 | 4,145 | $533M | $543M | 80.1% | $549M | n/a | $549M | n/a |
| 2022 to Dec 31, 2022 | 4,210 | $707M | $508M | 114.9% | $548M | n/a | $548M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson codes 11 $402,463 PY2024
- Johnson Lambert, LLP codes 10 $105,756 PY2024
- The Townsend Group codes 28 $33,978 PY2024
- Ss&c Private Equity Services, Inc codes 28 $31,483 PY2024
- Victory Capital Management codes 28 $31,220 PY2024
- Guardian Master Pension Trust Sched. D M $509M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Towers Watson codes 11 $423,439 PY2023
- Johnson Lambert LLP codes 10 $45,585 PY2023
- Ss&c Private Equity Services, Inc codes 28 $42,723 PY2023
- The Townsend Group codes 28 $34,474 PY2023
- Victory Capital Management codes 28 $27,917 PY2023
- Guardian Master Pension Trust Sched. D M $549M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Watson codes 11 $674,812 PY2022
- Johnson Lambert LLP codes 10 $68,599 PY2022
- Morgan Lewis & Bockius LLP codes 29 $21,450 PY2022
- Guardian Master Pension Trust Sched. D M $548M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedThe Guardian Field Representative Employees' Retirement Plan funded ratio 80.1% -> 86.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedSs&c Private Equity Services, Inc appears on The Guardian Field Representative Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ss&c Private Equity Services, Incaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedThe Townsend Group appears on The Guardian Field Representative Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Townsend Groupaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedVictory Capital Management appears on The Guardian Field Representative Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Victory Capital Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Guardian Field Representative Employees' Retirement Plan funded ratio 114.9% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Guardian Field Representative Employees' Retirement Plan plan assets $707M -> $533M (-24.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135123390-003
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.