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
Pfizer Consolidated Pension Plan
Corporate pensionNEW York, NY
Assets
$10.0B
Total assets, Dec 31, 2024 reported
Funded
96.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Pfizer Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Other investments 0.0%
- Common/collective trusts 0.8%
- Master trust investment accounts 97.6%
- Real estate (other than employer real property) 1.2%
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 the commitment tape
From the plan’s own commitment disclosures
- Wells Fargo3 rows, latest Dec 31, 2024
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 | Equity Index Fundcollective trust | Wells Fargo | Public equity | $75.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Equity Index Fundcollective trust | Wells Fargo | Public equity | $67.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Equity Index Fundcollective trust | Wells Fargo | Public equity | $64.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 56,716 | $11B | $10B | 96.7% | $10.0B | n/a | $9.7B | $115M |
| 2023 to Dec 31, 2023 | 60,663 | $11B | $11B | 91.3% | $11B | n/a | $11B | $133M |
| 2022 to Dec 31, 2022 | 75,269 | $16B | $12B | 108.2% | $11B | n/a | $11B | $16.4M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Master Trust Btwn Pfizer & Northern Sched. D M $9.7B PY2024
- Equity Index a Fund Sched. D C $75.5M PY2024
- Mercer codes 11 PY2024
- Master Trust Btwn Pfizer & Northern Sched. D M $11B PY2023
- Equity Index a Fund Sched. D C $67.6M PY2023
- Mercer codes 11 PY2023
- Equity Index a Fund Sched. D C $64.6M PY2022
- Master Trust Btwn Pfizer & Northern Sched. D M $11B PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedPfizer Consolidated Pension Plan funded ratio 91.3% -> 96.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPfizer Consolidated Pension Plan funded ratio 108.2% -> 91.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPfizer Consolidated Pension Plan plan assets $16.3B -> $10.8B (-33.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135315170-001
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.