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
DLA Piper LLP (US) Cash Balance Plan for Partners
Corporate pensionBaltimore, MD
Assets
$184M
Total assets, Dec 31, 2024 reported
Funded
105.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: DLA Piper LLP US
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Registered investment companies 56.2%
Consultants and advisers
3 firms
- Principal Custody Solutions Directed trusteethrough Dec 31, 2023 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2023 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 Schedule C
From Schedule C (investment management, code 28)
- Wells Fargo Advisors, LLCplan years 2023
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
32 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 | 670 | $107M | $102M | 105.2% | $184M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 632 | $45.7M | $42.6M | 107.2% | $108M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 587 | $0 | $0 | 100.0% | $45.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wells Fargo codes 28 50 51 $99,998 PY2024
- Principal codes 25 $22,977 PY2024
- PWC US Consulting LLP codes 11 PY2024
- Principal codes 25 $109,475 PY2023
- Wells Fargo codes 28 50 51 $18,777 PY2023
- PWC US Consulting LLP codes 11 PY2023
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedDLA Piper LLP (US) Cash Balance Plan for Partners total assets $108M -> $184M (+71.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedDLA Piper LLP (US) Cash Balance Plan for Partners funded ratio 107.2% -> 105.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedDLA Piper LLP (US) Cash Balance Plan for Partners plan assets $46M -> $107M (+135.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedDLA Piper LLP (US) Cash Balance Plan for Partners total assets $46M -> $108M (+134.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedDLA Piper LLP (US) Cash Balance Plan for Partners funded ratio 100.0% -> 107.2% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520616490-007
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.