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
Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.
Corporate pensionNEW Britain, CT
Assets
$112M
Total assets, Dec 31, 2024 reported
Funded
91.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Stanley Black & Decker, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.0%
Consultants and advisers
6 firms
- Rocaton General consultantthrough Dec 31, 2024 Form 5500
- USI Consulting Group General consultantthrough Dec 31, 2023 Form 5500
- Fiondella, Milone & Lasaracina LLP Actuarythrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US Llc3 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)
- Goldman Sachsplan years 2024
- State Street Global Advisorsplan years 2023
- Barrow Hanley Mewhinney & Straussplan years 2022
- State Street - Russell 2000plan years 2022
- Dodge & Coxplan years 2022
- LSV Asset Managementplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- Rocatonplan years 2022
- Harding Loevner LPplan 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
31 readings
Investment management fees
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 | 3,407 | $117M | $120M | 91.2% | $112M | n/a | $110M | n/a |
| 2023 to Dec 31, 2023 | 3,477 | $113M | $124M | 87.8% | $117M | n/a | $114M | n/a |
| 2022 to Dec 31, 2022 | 3,505 | $150M | $120M | 108.0% | $113M | n/a | $110M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 15 $175,444 PY2024
- Willis Towers Watson codes 11 $157,028 PY2024
- Nisa Investment Advisors codes 28 $64,910 PY2024
- Barrow, Hanley, Mewhinney & Strauss codes 28 $42,646 PY2024
- Fiondella, Milone & Lasaracina LLP codes 11 $41,164 PY2024
- Harding Loevner LP codes 28 $39,990 PY2024
- LSV Asset Management codes 28 $37,165 PY2024
- Dodge & Cox codes 28 $35,778 PY2024
- The Bank of New York Mellon codes 19 21 $24,388 PY2024
- Rocaton codes 16 $22,895 PY2024
- Reid & Riege, P.C. codes 29 $17,232 PY2024
- Goldman Sachs codes 28 $11,049 PY2024
- USI Consulting Group, Inc. codes 16 $10,000 PY2024
- State Street Global Advisors codes 28 $6,872 PY2024
- SBD Pension Master Trust Sched. D M $110M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Principal Life Insurance Company codes 15 $210,428 PY2023
- Willis Towers Watson codes 11 $62,814 PY2023
- Nisa Investment Advisors codes 28 $54,400 PY2023
- Fiondella, Milone & Lasaracina LLP codes 10 $38,664 PY2023
- Barrow, Hanley, Mewhinney & Strauss codes 28 $35,540 PY2023
- LSV Asset Management codes 28 $35,485 PY2023
- Dodge & Cox codes 28 $29,959 PY2023
- Harding Loevner LP codes 28 $27,376 PY2023
- The Bank of New York Mellon codes 19 21 $23,049 PY2023
- Reid & Riege, P.C. codes 29 $13,054 PY2023
- USI Consulting Group, Inc. codes 16 $11,100 PY2023
- Rocaton codes 28 $10,603 PY2023
- State Street Global Advisors codes 28 $6,153 PY2023
- SBD Pension Master Trust Sched. D M $114M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Principal Life Insurance Company codes 15 $134,774 PY2022
- Willis Towers Watson codes 11 $110,849 PY2022
- Nisa Investment Advisors codes 28 $83,895 PY2022
- LSV Asset Management codes 28 $54,045 PY2022
- Barrow, Hanley, Mewhinney & Strauss codes 28 $51,445 PY2022
- Wells Fargo & Company codes 64 $44,647 PY2022
- Dodge & Cox codes 28 $42,772 PY2022
- Harding Loevner LP codes 28 $39,316 PY2022
- Fiondella, Milone & Lasaracina LLP codes 10 $37,590 PY2022
- The Bank of New York Mellon codes 19 21 $26,066 PY2022
- Rocaton codes 28 $21,446 PY2022
- Reid & Riege, P.C. codes 29 $9,547 PY2022
- State Street Bank & Trust Co codes 28 $9,477 PY2022
- SBD Pension Master Trust Sched. D M $110M PY2022
- Willis Towers Watson US Llc3 codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedGoldman Sachs appears on Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Goldman Sachsaskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. funded ratio 87.8% -> 91.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceUSI Consulting Group, Inc. appears on Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.'s Schedule C as general consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. funded ratio 108.0% -> 87.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. plan assets $150M -> $113M (-25.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060548860-002
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.