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
Hillenbrand, Inc. Pension Plan
Corporate pensionBatesville, IN
Assets
$29.6M
Total assets, Dec 31, 2024 reported
Funded
90.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: Hillenbrand, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
Consultants and advisers
3 firms
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. 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
- AON Hewitt Investment Consulting, I10 rows, latest Dec 31, 2023
Commitments
10 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, 2023 | US Intermediate Gov Bond Index Fundcollective trust | AON Hewitt Investment Consulting, I | Fixed income | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Credit Bond Fundcollective trust | AON Hewitt Investment Consulting, I | Private credit | $66.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mid Duration Long Credit Bond Fundcollective trust | AON Hewitt Investment Consulting, I | Private credit | $21.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 20+ Year US Treasury Strips Indexcollective trust | AON Hewitt Investment Consulting, I | Fixed income | $47,796 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Inter US Gov Bond Fdcollective trust | AON Hewitt Investment Consulting, I | Fixed income | $57.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | US Intermediate Gov Bond Index Fundcollective trust | AON Hewitt Investment Consulting, I | Fixed income | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Credit Bond Fundcollective trust | AON Hewitt Investment Consulting, I | Private credit | $120M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mid Duration Long Credit Bond Fundcollective trust | AON Hewitt Investment Consulting, I | Private credit | $14.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 20+ Year US Treasury Strips Indexcollective trust | AON Hewitt Investment Consulting, I | Fixed income | $46,854 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Inter US Gov Bond Fdcollective trust | AON Hewitt Investment Consulting, I | Fixed income | $81.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
26 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 | 2,095 | n/a | n/a | n/a | $29.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,659 | $228M | $207M | 90.8% | $188M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,930 | $304M | $206M | 106.7% | $228M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity codes 13 50 $495,910 PY2024
- AON Consulting, Inc. codes 11 17 50 $212,227 PY2024
- Katz, Sapper & Miller codes 10 50 $27,500 PY2024
- Jpmorgan Chase codes 21 50 $25,000 PY2024
- Long Government Bond Index Fund Sched. D C PY2024
- Long Credit Bond Fund Sched. D C PY2024
- MID Duration Long Credit Bond Fund Sched. D C PY2024
- 20 Plus Year US Treas. Strips Index Sched. D C PY2024
- Intermediate Government Bond Index Sched. D C PY2024
- Fidelity codes 13 50 $859,354 PY2023
- AON Consulting, Inc. codes 11 17 50 $641,938 PY2023
- Katz, Sapper & Miller codes 10 50 $27,500 PY2023
- Jpmorgan Chase codes 21 50 $25,000 PY2023
- Long Government Bond Index Fund Sched. D C $11.6M PY2023
- Long Credit Bond Fund Sched. D C $66.6M PY2023
- Mid Duration Long Credit Bond Fund Sched. D C $21.9M PY2023
- 20 Plus Year US Treas. Strips Index Sched. D C $47,796 PY2023
- Intermediate Government Bond Index Sched. D C $57.3M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 17 50 $443,675 PY2022
- Fidelity codes 13 50 $280,962 PY2022
- Katz, Sapper & Miller codes 10 50 $25,550 PY2022
- Jpmorgan Chase codes 21 50 $25,000 PY2022
- Intermediate Government Bond Index Sched. D C $81.9M PY2022
- Long Government Bond Index Fund Sched. D C $9.6M PY2022
- 20 Plus Year US Treas. Strips Index Sched. D C $46,854 PY2022
- Long Credit Bond Fund Sched. D C $120M PY2022
- Mid Duration Long Credit Bond Fund Sched. D C $14.1M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedHillenbrand, Inc. Pension Plan total assets $188M -> $30M (-84.3%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedHillenbrand, Inc. Pension Plan total assets $228M -> $188M (-17.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedHillenbrand, Inc. Pension Plan funded ratio 106.7% -> 90.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHillenbrand, Inc. Pension Plan plan assets $304M -> $228M (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 261342272-001
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.