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
Berkshire Hathaway Consolidated Pension Plan
Corporate pensionOmaha, NE
Assets
$5.2B
Total assets, Dec 31, 2024 reported
Funded
99.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Berkshire Hathaway Credit Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 0.1%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 7.7%
- Insurance company general account 0.0%
- Other investments 0.0%
- Common/collective trusts 1.7%
- Common stock 90.2%
Consultants and advisers
5 firms
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- NEW England Asset Management Inc.plan years 2024
- Massachusetts Mutual Life Insurance Companyplan years 2022
- Principalplan years 2022
- Alight Solutions LLCplan years 2022
Commitments
3 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 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $89.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $53.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $319M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
Form 5500 filings
4 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 | 34,209 | $4.2B | $4.2B | 99.3% | $5.2B | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 35,887 | $3.9B | $4.5B | 90.1% | $4.2B | n/a | $122M | n/a |
| 2022 to Dec 31, 2022 | 55,867 | $6.3B | $4.7B | 116.3% | $0 | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 979 | $152M | $64.2M | 174.1% | $3.9B | n/a | $108M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 15 49 50 $4.2M PY2024
- Northern Trust Company codes 25 49 50 52 68 $625,946 PY2024
- Alight Solutions LLC codes 15 50 52 99 $315,858 PY2024
- Lutz & Company, PC codes 10 50 $62,500 PY2024
- Milliman USA codes 11 17 50 $39,468 PY2024
- NEW England Asset Management Inc. codes 28 50 $33,656 PY2024
- BNY Mellon Asset Servicing codes 18 21 25 50 52 59 62 $13,947 PY2024
- Principal Life Insurance Company codes 13 50 64 $12,511 PY2024
- Groom Law Group codes 29 50 $9,935 PY2024
- Stoel Rives LLP codes 29 50 $8,593 PY2024
- Collective Short-Term Invest Fund Sched. D C $89.5M PY2024
- PCC Mstr Trst-Def. Ben Plans Sched. D M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 15 49 50 $4.9M PY2023
- Northern Trust Company codes 25 49 50 52 68 $625,056 PY2023
- Alight Solutions LLC codes 15 99 $387,284 PY2023
- Milliman USA codes 11 17 50 $78,341 PY2023
- Lutz & Company, PC codes 10 50 $57,000 PY2023
- Groom Law Group codes 29 50 $36,774 PY2023
- BNY Mellon Asset Servicing codes 18 21 25 50 52 59 62 $22,937 PY2023
- Baker Tilly US, LLP codes 10 50 $16,200 PY2023
- Principal Life Insurance Company codes 13 50 52 64 $10,011 PY2023
- Stoel Rives LLP codes 29 50 $9,044 PY2023
- Collective Short-Term Invest Fund Sched. D C $53.1M PY2023
- PCC Mstr Trst-Def. Ben Plans Sched. D M $122M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 15 50 $5.2M PY2022
- The Northern Trust Company codes 25 49 50 52 68 $758,609 PY2022
- Milliman, Inc. codes 11 17 50 $523,225 PY2022
- Alight Solutions LLC codes 15 50 52 62 $503,799 PY2022
- Massachusetts Mutual Life Insurance codes 13 51 52 68 72 $167,500 PY2022
- BNY Mellon Asset Servicing codes 18 21 25 50 52 59 62 $102,689 PY2022
- Fidelity codes 11 16 50 $99,680 PY2022
- Baker Tilly US, LLP codes 10 50 $84,400 PY2022
- Groom Law Group, Chartered codes 29 50 $83,533 PY2022
- Lutz & Company, PC codes 10 50 $53,000 PY2022
- Milliman, Inc. codes 11 17 $46,531 PY2022
- Stoel Rives LLP codes 29 50 $40,539 PY2022
- Stoel Rives LLP codes 29 $33,675 PY2022
- Principal Life Insurance Company codes 13 50 52 64 $19,077 PY2022
- BNY Mellon Asset Servicing codes 18 21 25 59 62 $15,755 PY2022
- Baker Tilly US, LLP codes 10 $13,650 PY2022
- Gisi Marketing Group codes 50 65 $8,093 PY2022
- Collective Short-Term Invest Fund Sched. D C $319M PY2022
- Collective Short-Term Invest Fund Sched. D C PY2022
- Sia-Yg Sched. D P PY2022
- PCC Mstr Trst - Def Benefit Plans Sched. D M PY2022
- PCC Mstr Trst-Def. Ben Plans Sched. D M $108M PY2022
- Milliman, Inc. codes 11 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedNEW England Asset Management Inc. appears on Berkshire Hathaway Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with NEW England Asset Management Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedBerkshire Hathaway Consolidated Pension Plan total assets $4.2B -> $5.2B (+23.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBerkshire Hathaway Consolidated Pension Plan funded ratio 90.1% -> 99.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceFidelity no longer appears on Berkshire Hathaway Consolidated Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Jan 1, 2023Funded status changedBerkshire Hathaway Consolidated Pension Plan funded ratio 174.1% -> 90.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBerkshire Hathaway Consolidated Pension Plan plan assets $152M -> $3.9B (+2487.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 470679606-002
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.