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
Equifax Inc. U.S. Retirement Income Plan
Corporate pensionAtlanta, GA
Assets
$342M
Total assets, Dec 31, 2024 reported
Funded
94.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Equifax, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 29.8%
- U.S. Government securities 9.0%
- Partnership/joint venture interests 5.4%
- Common/collective trusts 51.3%
Consultants and advisers
2 firms
- US Bank Trusteethrough Dec 31, 2022 Form 5500
- 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Blackrock1 rows, latest Dec 31, 2024
Commitments
5 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 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $14.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Indexcollective trust | Blackrock US Equity Fund | Pooled vehicles | $35.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Inter Creditcollective trust | Nisa Intermediate Credit Cif | Private credit | $54.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Msci Acwi Ex-Us Indxcollective trust | Nisa Intermediate Credit Cif | Pooled vehicles | $52.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Msci Acwi Ex-Us Indxseparate account | Blackrock | Pooled vehicles | $31.6M 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 | 5,805 | $364M | $391M | 94.6% | $342M | $18.4M | n/a | n/a |
| 2023 to Dec 31, 2023 | 6,472 | $398M | $436M | 92.1% | $374M | $19.1M | n/a | n/a |
| 2022 to Dec 31, 2022 | 6,714 | $551M | $439M | 116.3% | $409M | $18.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson LLC codes 11 15 50 $517,002 PY2024
- US Bank codes 21 $122,295 PY2024
- Kilpatrick Townsend codes 29 $75,014 PY2024
- Tower Watson Investment Services codes 13 $41,360 PY2024
- Smith & Howard, P.C. codes 10 $20,000 PY2024
- Blackrock Msci Acwi Ex-Us Indx Sched. D C $14.8M PY2024
- Blackrock Msci Acwi Ex-Us Indx Sched. D C $35.3M PY2024
- Blackrock Msci Acwi Ex-Us Indx Sched. D C $54.6M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 13 $348,145 PY2023
- US Bank codes 21 $177,772 PY2023
- Tower Watson Investment Services codes 13 $160,000 PY2023
- Smith & Howard, P.C. codes 10 $37,000 PY2023
- Kilpatrick Townsend codes 29 $9,564 PY2023
- Blackrock Msci Acwi Ex-Us Indx Sched. D C $52.2M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- US Bank codes 21 $243,041 PY2022
- Willis Towers Watson US LLC codes 13 $212,401 PY2022
- Tower Watson Investment Services codes 13 $160,000 PY2022
- Mercer codes 12 $68,750 PY2022
- Smith & Howard, P.C. codes 10 $52,000 PY2022
- Kilpatrick Stockton codes 29 $35,219 PY2022
- Pension Benefit Information codes 13 $4,666 PY2022
- Adp codes 13 $734 PY2022
- Blackrock Msci Acwi Ex-Us Indx Sched. D P $31.6M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding startedEquifax Inc. U.S. Retirement Income Plan first reports an interest in Nisa Inter Credit: $55M at 2024-12-31with Blackrock Msci Acwi Ex-Us Indxaskebsa.dol.gov
- Dec 31, 2024Holding startedEquifax Inc. U.S. Retirement Income Plan first reports an interest in Russell 3000 Index Non-Lendable Fun (Blackrock): $15M at 2024-12-31with Blackrockaskebsa.dol.gov
- Jan 1, 2024Funded status changedEquifax Inc. U.S. Retirement Income Plan funded ratio 92.1% -> 94.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEquifax Inc. U.S. Retirement Income Plan funded ratio 116.3% -> 92.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEquifax Inc. U.S. Retirement Income Plan plan assets $551M -> $398M (-27.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580401110-001
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.