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
B. Braun of Puerto Rico, Inc. Pension Plan
Corporate pensionBethlehem, PA
Assets
$8.8M
Total assets, Dec 31, 2024 reported
Funded
106.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B. Braun Puerto Rico, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Registered investment companies 98.3%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2022 Form 5500
- Banco Popular de Puerto Rico Trusteethrough Dec 31, 2022 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)
- The Vanguard Groupplan years 2022
- Fiducient Advisors 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
Net investment income
$-326,490 (2023-12) · $-3.5M (2022-12)
Investment management fees
$8,500 (2023-12) · $26,833 (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 | 515 | $9.7M | $9.9M | 106.4% | $8.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 534 | $10.1M | $10.7M | 103.5% | $9.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 537 | $13.5M | $11.0M | 116.0% | $10.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers LLP codes 10 50 $41,555 PY2024
- Willis Towers Watson codes 17 50 $22,555 PY2024
- Banco Popular de Puerto Rico codes 15 21 50 $12,773 PY2024
- Fiducient Advisor LLC codes 28 51 $8,500 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson codes 17 50 $20,084 PY2023
- Banco Popular de Puerto Rico codes 15 21 50 $14,937 PY2023
- Fiducient Advisor LLC codes 28 51 $8,500 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Pricewaterhousecoopers LLP codes 10 50 $29,000 PY2022
- Willis Towers Watson codes 17 50 $26,062 PY2022
- The Vanguard Group, Inc. codes 28 50 $19,200 PY2022
- Banco Popular de Puerto Rico codes 15 21 50 $18,050 PY2022
- Fiducient Advisor LLC codes 28 51 $7,633 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedB. Braun of Puerto Rico, Inc. Pension Plan funded ratio 103.5% -> 106.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceThe Vanguard Group, Inc. no longer appears on B. Braun of Puerto Rico, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Vanguard Groupaskebsa.dol.gov
- Jan 1, 2023Funded status changedB. Braun of Puerto Rico, Inc. Pension Plan funded ratio 116.0% -> 103.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB. Braun of Puerto Rico, Inc. Pension Plan plan assets $14M -> $10M (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043026283-011
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.