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
Xerox Corporation Retirement Income Guarantee Plan
Corporate pensionNorwalk, CT
Assets
$1.5B
Total assets, Nov 30, 2024 reported
Funded
72.2%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Conduent Hr Services LLC
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.7%
Consultants and advisers
6 firms
- Evestment Alliance, LLC General consultantthrough Nov 30, 2024 Form 5500
- Curcio Webb General consultantthrough Nov 30, 2024 Form 5500
- Rocaton Investment Advisors LLC Investment adviser (plan)through Nov 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Nov 30, 2023 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Nov 30, 2023 Form 5500
- Aon Actuarythrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
22 readings
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 | 13,681 | $1.1B | $1.7B | 72.2% | $1.5B | n/a | $1.4B | n/a |
| 2022 to Nov 30, 2023 | 14,102 | $1.2B | $1.7B | 80.0% | $1.4B | n/a | $1.3B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conduent Incorporated codes 15 $1.7M PY2023
- AON Consulting Inc. codes 10 11 16 $808,862 PY2023
- State Street Bank & Trust codes 15 25 $515,238 PY2023
- Rocaton Investment Advisors, LLC codes 27 $426,875 PY2023
- Xerox Corporation codes 13 $384,018 PY2023
- PWC LLP codes 10 $340,497 PY2023
- Morgan Lewis & Bockius LLP codes 29 $193,022 PY2023
- Covington & Burling codes 29 $52,881 PY2023
- Curcio Webb, LLC codes 16 $50,693 PY2023
- Evestment Alliance, LLC codes 16 $19,806 PY2023
- Goodwin Procter LLP codes 29 $16,476 PY2023
- Kirkland & Ellis LLP codes 29 $10,955 PY2023
- Carlos Gonzalez Law Office LLC codes 29 $9,891 PY2023
- Committee on Investment of Employee codes 30 $5,677 PY2023
- Pension Only Pool Sched. D M $1.4B PY2023
- AON Consulting, Inc. codes 11 PY2023
- Conduent Incorporated codes 15 $1.5M PY2022
- State Street Bank & Trust codes 15 25 $564,440 PY2022
- AON Consulting Inc. codes 10 11 16 $388,320 PY2022
- Xerox Corporation codes 13 $360,909 PY2022
- PWC LLP codes 10 $330,792 PY2022
- Rocaton Investment Advisors, LLC codes 27 $329,404 PY2022
- Morgan Lewis & Bockius LLP codes 29 $79,941 PY2022
- Deloitte & Touche codes 10 $52,175 PY2022
- Covington & Burling codes 29 $46,838 PY2022
- Tempo Holding Company, LLC codes 15 $6,637 PY2022
- Pension Only Pool Sched. D M $1.3B PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceCurcio Webb, LLC appears on Xerox Corporation Retirement Income Guarantee Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceEvestment Alliance, LLC appears on Xerox Corporation Retirement Income Guarantee Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Evestment Alliance, LLCaskebsa.dol.gov
- Dec 1, 2023Funded status changedXerox Corporation Retirement Income Guarantee Plan funded ratio 80.0% -> 72.2% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160468020-335
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.