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
Schneider Electric Pension Plan
Corporate pensionWestmont, IL
Assets
$48.2M
Total assets, Dec 31, 2024 reported
Funded
82.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Schneider Electric Holdings, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Mercer General consultantActuarythrough Dec 31, 2024 Form 5500
- Covington & Burling LLP General consultantthrough Dec 31, 2024 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercerplan years 2022
- State Streetplan 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
33 readings
Investment management fees
$945,311 (2023-12) · $1.3M (2022-12)
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 | 6,639 | $786M | $753M | 82.7% | $48.2M | n/a | $48.2M | n/a |
| 2023 to Dec 31, 2023 | 6,714 | $568M | $761M | 80.1% | $786M | n/a | $786M | n/a |
| 2022 to Dec 31, 2022 | 6,764 | $351M | $290M | 112.6% | $568M | n/a | $568M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer (US), Inc codes 16 28 50 65 $1.9M PY2024
- Alight Solutions LLC codes 49 50 65 $1.5M PY2024
- Covington & Burling LLP codes 16 50 $778,506 PY2024
- Baker Tilly US LLP codes 10 50 $33,075 PY2024
- Crowe LLP codes 10 50 $7,875 PY2024
- Schneider Elec Holdings Mast Pooled Sched. D M $5.5M PY2024
- Schneider Elec Holdings, Inc. Mt Sched. D M $42.7M PY2024
- Mercer codes 11 PY2024
- Mercer (US), Inc codes 11 16 28 50 65 $1.2M PY2023
- Alight Solutions LLC codes 15 49 50 65 $301,245 PY2023
- Crowe LLP codes 10 50 $50,125 PY2023
- Schneider Elec Holdings, Inc. Mt Sched. D M $780M PY2023
- Schneider Elec Holdings Mast Pooled Sched. D M $6.0M PY2023
- Mercer codes 11 PY2023
- Mercer (US), Inc codes 28 50 65 $1.3M PY2022
- Alight Solutions LLC codes 49 50 65 $279,313 PY2022
- State Street codes 28 50 $28,880 PY2022
- Schneider Elec Holdings, Inc. Mt Sched. D M $562M PY2022
- Schneider Elec Holdings Mast Pooled Sched. D M $6.2M PY2022
- Mercer codes 11 PY2022
What changed
8 events
- Dec 31, 2024Consultant changedinferenceCovington & Burling LLP appears on Schneider Electric Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Covington & Burling LLPaskebsa.dol.gov
- Dec 31, 2024Assets changedSchneider Electric Pension Plan total assets $786M -> $48M (-93.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSchneider Electric Pension Plan funded ratio 80.1% -> 82.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSchneider Electric Pension Plan plan assets $568M -> $786M (+38.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceState Street no longer appears on Schneider Electric Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Streetaskebsa.dol.gov
- Dec 31, 2023Assets changedSchneider Electric Pension Plan total assets $568M -> $786M (+38.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSchneider Electric Pension Plan funded ratio 112.6% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSchneider Electric Pension Plan plan assets $351M -> $568M (+61.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364141566-004
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.