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
SUN Chemical Retirement Plan
Corporate pensionParsippany, NJ
Assets
$316M
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: SUN Chemical Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.5%
Consultants and advisers
4 firms
- Bellwether Investment adviser (plan)through Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Hewitt Associates Actuarythrough 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
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
33 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 | 4,705 | $325M | $343M | 100.9% | $316M | n/a | $308M | n/a |
| 2023 to Dec 31, 2023 | 4,828 | $321M | $351M | 99.0% | $326M | n/a | $318M | n/a |
| 2022 to Dec 31, 2022 | 4,930 | $436M | $351M | 115.7% | $322M | n/a | $322M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan codes 21 28 50 $2.7M PY2024
- Alight codes 50 64 $265,624 PY2024
- Aon codes 11 50 $75,542 PY2024
- Bellwether codes 27 50 $25,118 PY2024
- SUN Chemical Master Trust Sched. D M $308M PY2024
- AON Consulting, Inc. codes 11 PY2024
- JP Morgan codes 21 28 50 $1.8M PY2023
- Alight codes 50 64 $400,689 PY2023
- Aon codes 11 50 $70,550 PY2023
- Bellwether codes 27 50 $33,463 PY2023
- United Form Finishing codes 36 49 $5,751 PY2023
- Sun Chemical Master Trust Sched. D M $318M PY2023
- AON Consulting, Inc. codes 11 PY2023
- JP Morgan codes 21 28 50 $3.5M PY2022
- Aon codes 11 50 $193,255 PY2022
- Alight codes 50 64 $177,249 PY2022
- Bellwether codes 27 50 $23,118 PY2022
- United Form Finishing codes 36 49 $11,567 PY2022
- Sun Chemical Master Trust Sched. D M $322M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedSUN Chemical Retirement Plan funded ratio 115.7% -> 99.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSUN Chemical Retirement Plan plan assets $436M -> $321M (-26.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222761297-002
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.