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
Wang Laboratories, Inc. Pension Plan
Corporate pensionBoca Raton, FL
Assets
$73,844
Total assets, Nov 30, 2024 reported
Funded
99.2%
Dec 1, 2022
Private markets target
n/a
policy Nov 30, 2024
Commitments
7
1 managers on Schedule C
Plan sponsor: Getronics US Operations,inc.
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 97.4%
Consultants and advisers
4 firms
- Scalar, LLC Investment adviser (plan)through Nov 30, 2024 Form 5500
- Aon General consultantthrough Nov 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Nov 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- AON Trust Company LLC6 rows, latest Nov 30, 2023
- BNY Mellon1 rows, latest Nov 30, 2023
From Schedule C (investment management, code 28)
- Parametric Portfolio Associatesplan years 2024
Commitments
7 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 Nov 30, 2023 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $16.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | 20+ Yr U S Treas Stripscollective trust | AON Trust Company LLC | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | AON Long Government Bond Index Fundcollective trust | AON Trust Company LLC | Fixed income | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $29.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | AON Mid Duration Long Credit Bond Fcollective trust | AON Trust Company LLC | Private credit | $29,717 held | Disclosed holding | askebsa.dol.gov |
Size and funding
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 2,096 | n/a | n/a | n/a | $73,844 | $0 | n/a | n/a |
| 2022 to Nov 30, 2023 | 2,127 | $112M | $107M | 99.2% | $109M | $23.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting,inc. codes 16 50 $1.2M PY2023
- Paramatric Portfolio Associate codes 28 50 $109,759 PY2023
- The Bank of New York Mellon codes 18 21 50 51 59 62 $87,721 PY2023
- Scalar, LLC codes 27 50 $45,000 PY2023
- Intermediate Cr Bd Sched. D C PY2023
- 20 Yr US Treasury Strips Sched. D C PY2023
- EB Temp Inv Fund Sched. D C PY2023
- AON US Intermediate Govt. Sched. D C PY2023
- AON US Long Govt Index Sched. D C PY2023
- Long Cr Bond Sched. D C PY2023
- Mid Duration Long Cr Bd Sched. D C PY2023
- AON Consulting,inc. codes 16 50 $924,926 PY2022
- The Bank of New York Mellon codes 18 21 50 51 59 62 $64,259 PY2022
- Goldman Antonetti & Cordova, LLC codes 29 50 $14,757 PY2022
- Ulmer Berne LLP codes 29 50 $7,552 PY2022
- The Wagner Law Group codes 29 50 $6,052 PY2022
- AON Enhanced Liability Driven Inves Sched. D C PY2022
- Intermediate Cr Bd Sched. D C $16.5M PY2022
- 20+ Yr US Treasury Strips Sched. D C $2.8M PY2022
- EB Temp Inv Fund Sched. D C $5.1M PY2022
- AON Non-Us Equity Index Sched. D C PY2022
- AON US Intermediate Govt. Sched. D C $11.5M PY2022
- AON US Long Govt Index Sched. D C $11.3M PY2022
- AON Non US Equity Cl I Sched. D C PY2022
- AON Sm & Mid Cap Equity Cl I Sched. D C PY2022
- AON Large Cap Equity Index Sched. D C PY2022
- Long Cr Bond Sched. D C $29.8M PY2022
- AON Global Equity Cl I Sched. D C PY2022
- Mid Duration Long Cr Bd Sched. D C $29,717 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Nov 30, 2024Assets changedWang Laboratories, Inc. Pension Plan total assets $109M -> $73,844 (-99.9%, 2023-11-30 to 2024-11-30)
- Dec 31, 2023Consultant changedinferenceScalar, LLC appears on Wang Laboratories, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Scalar, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedParamatric Portfolio Associate appears on Wang Laboratories, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Parametric Portfolio Associatesaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 651192994-005
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.