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
Barnes Group Inc. Consolidated Pension Plan
Corporate pensionBristol, CT
Assets
$295M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Barnes Group 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
1 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan 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
$566,960 (2023-12) · $1.4M (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 | 2,194 | $226M | $222M | 106.0% | $295M | n/a | $295M | n/a |
| 2023 to Dec 31, 2023 | 2,236 | $217M | $226M | 102.1% | $226M | n/a | $226M | n/a |
| 2022 to Dec 31, 2022 | 2,291 | $300M | $222M | 124.5% | $217M | n/a | $217M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investment Management codes 28 $969,525 PY2024
- Mercer codes 11 $500,325 PY2024
- Fiondella,milone & Lasaracina LLP codes 10 $38,939 PY2024
- Nelson Mullins Riley & Scarborough codes 29 $5,864 PY2024
- Barnes Group Inc. Pension Trust Sched. D M $295M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $611,927 PY2023
- Mercer Investment Management codes 28 $566,960 PY2023
- Nelson Mullins Riley & Scarborough codes 29 $18,960 PY2023
- Fiondella,milone & Lasaracina LLP codes 10 $10,540 PY2023
- Barnes Group Inc. Pension Trust Sched. D M $226M PY2023
- Mercer codes 11 PY2023
- Mercer Investment Management codes 28 $1.4M PY2022
- Mercer codes 11 $522,883 PY2022
- Fiondella,milone & Lasaracina LLP codes 10 $18,000 PY2022
- Nelson Mullins Riley & Scarborough codes 29 $7,516 PY2022
- Barnes Group Inc. Pension Trust Sched. D M $217M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedBarnes Group Inc. Consolidated Pension Plan total assets $226M -> $295M (+30.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBarnes Group Inc. Consolidated Pension Plan funded ratio 102.1% -> 106.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBarnes Group Inc. Consolidated Pension Plan funded ratio 124.4% -> 102.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBarnes Group Inc. Consolidated Pension Plan plan assets $300M -> $217M (-27.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060247840-002
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.