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
Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies
Corporate pensionAtlanta, GA
Assets
$2.5B
Total assets, Dec 31, 2024 reported
Funded
104.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Norfolk Southern Corporation
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
8 firms
- Cooke & Bieler, L.P. Investment adviser (plan)through Dec 31, 2022 Form 5500
- LCG Associates Pension consultantthrough Dec 31, 2022 Form 5500
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough 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
9 managers on Schedule C
From Schedule C (investment management, code 28)
- Capital International, Inc.plan years 2024
- Silchester International Investorplan years 2022
- Conestoga Capital Advisorsplan years 2022
- Invesco Advisers, Inc.plan years 2022
- Diamond Hill Capital Management Incplan years 2022
- John W. Bristol & Co. Inc.plan years 2022
- Western Asset Mgmt Company, LLCplan years 2022
- Capital Guardian Trust Companyplan years 2022
- Primecap Management Companyplan 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 | 14,222 | $2.5B | $1.7B | 104.1% | $2.5B | n/a | $2.5B | n/a |
| 2023 to Dec 31, 2023 | 14,228 | $2.2B | $1.7B | 105.7% | $2.5B | n/a | $2.5B | n/a |
| 2022 to Dec 31, 2022 | 14,343 | $2.9B | $1.7B | 112.1% | $2.2B | n/a | $2.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Primecap Management Company codes 28 50 $1.5M PY2024
- Silchester International Investors codes 28 50 51 $1.5M PY2024
- Conestoga Capital Advisors codes 28 50 51 68 $1.2M PY2024
- AON Consulting codes 11 50 $988,298 PY2024
- Invesco Capital Management codes 28 50 $914,805 PY2024
- Diamond Hill Capital Management Inc codes 28 50 51 71 $897,122 PY2024
- John W. Bristol & Co., Inc. codes 28 50 $735,867 PY2024
- Capital International Inc codes 28 50 51 $708,287 PY2024
- Western Asset Management Company codes 28 50 51 $610,155 PY2024
- Northern Trust Company codes 21 28 50 51 62 $367,616 PY2024
- Cooke & Bieler Inc. codes 27 50 68 71 $316,563 PY2024
- LCG Associates, Inc. codes 17 50 $250,000 PY2024
- Towers Watson Pennsylvania, Inc., codes 11 50 $206,752 PY2024
- Blackrock codes 21 24 28 50 51 68 $141,509 PY2024
- Pension Benefit Information, LLC codes 17 50 $16,069 PY2024
- MT for Joint Admin of Pension Plans Sched. D M $2.5B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Silchester International Investor codes 28 50 51 $1.4M PY2023
- Primecap Management Company codes 28 50 $1.4M PY2023
- Conestoga Capital Advisors codes 28 50 51 68 $1.1M PY2023
- Cooke & Bieler Inc. codes 27 50 68 71 $950,594 PY2023
- Invesco Capital Management codes 28 50 $880,736 PY2023
- AON Consulting codes 11 50 $805,369 PY2023
- Diamond Hill Capital Management Inc codes 28 50 51 71 $771,921 PY2023
- John W. Bristol & Co., Inc. codes 28 50 $716,198 PY2023
- Western Asset Management Company codes 28 50 51 $584,196 PY2023
- Capital Guardian Trust Company codes 28 50 51 $432,179 PY2023
- Northern Trust Company codes 21 28 50 51 62 $429,290 PY2023
- LCG Associates, Inc. codes 17 50 $250,000 PY2023
- Blackrock codes 21 24 28 50 51 68 $133,516 PY2023
- Towers Watson Pennsylvania, Inc., codes 11 50 $89,605 PY2023
- Pension Benefit Information, LLC codes 17 50 $15,727 PY2023
- MT for Joint Admin of Pension Plans Sched. D M $2.5B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Primecap Management Company codes 28 50 $1.5M PY2022
- Silchester International Investor codes 28 50 51 $1.4M PY2022
- Conestoga Capital Advisors codes 28 50 51 68 $1.1M PY2022
- Cooke & Bieler Inc. codes 27 50 68 71 $958,228 PY2022
- Invesco Capital Management codes 28 50 $951,322 PY2022
- AON Consulting codes 11 50 $855,533 PY2022
- Diamond Hill Capital Management Inc codes 28 50 51 71 $789,295 PY2022
- John W. Bristol & Co., Inc. codes 28 50 $730,053 PY2022
- Western Asset Management Company codes 28 50 51 $634,980 PY2022
- Capital Guardian Trust Company codes 28 50 51 $613,507 PY2022
- Northern Trust Company codes 21 28 50 51 62 $292,916 PY2022
- LCG Associates, Inc. codes 17 50 $250,000 PY2022
- Blackrock codes 21 24 28 50 51 68 $177,197 PY2022
- Towers Watson Pennsylvania, Inc., codes 11 50 $140,479 PY2022
- Pension Benefit Information, LLC codes 17 50 $13,201 PY2022
- MT for Joint Admin of Pension Plans Sched. D M $2.2B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceCapital Guardian Trust Company no longer appears on Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies's Schedule C as investment manager (plan year 2024 vs 2023)with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCapital International Inc appears on Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies's Schedule C as investment manager (plan year 2024 vs 2023)with Capital International, Inc.askebsa.dol.gov
- Jan 1, 2024Assets changedRetirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies plan assets $2.2B -> $2.5B (+11.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies total assets $2.2B -> $2.5B (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies funded ratio 112.1% -> 105.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies plan assets $2.9B -> $2.2B (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521188014-001
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.