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.

unclassified

Towers Watson Pennsylvania, Inc.

unclassified
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
3 allocators
Other roles
83 allocators
Schedule C rows
235 rows, $95.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Program Plan for Employees of United States Enrichment Corporation202511ACTUARY$255,933
Hill-Rom, Inc. Pension Plan202511 17 50ACTUARY$120,025
The Citigroup Pension Plan202411 50NONE$9.0M
Georgetown University Retirement Plan202411 50NONE$2.9M
Baxalta Incorporated and Subsidiaries Pension Plan202411 30 50NONE$1.4M
Bradley Corporation Pension Plan202411NONE$1.2M
Ahold USA, Inc. Pension Plan202411 15 16 50NONE$1.2M
Harley-Davidson Retirement Plan202411NONE$1.1M
Modine Manufacturing Company Frozen Pension Plan202411NONE$1.1M
Daimler Truck North America Pension Plan202411 50N/A$1.1M
Hilton Hotels Retirement Plan202411 28 50 51NONE$939,899
Smiths Group Pension Plan202411 28NONE$933,672
Daimler Truck North America Uaw Pension Plan202411 50N/A$925,978
Bridgestone Americas, Inc. Salaried Employees Retirement Plan202411 50NONE$773,240
Syngenta Corporation Pension Plan202411 50NONE$608,726
Midamerican Energy Company Retirement Plan202411 13 17 50NONE$548,029
The Hamilton Beach Brands, Inc. Pension Plan202411NONE$542,794
Agilent Technologies, Inc. Retirement Plan202416 50N/A$504,700
Harsco Employees Pension Plan202411 50ACTUARY$476,039
Bridgestone Americas, Inc. Non-Contributory Pension Plan202411 50NONE$440,690
Federal-Mogul Pension Plan202411NONE$430,312
Detroit Diesel Uaw 412 Pension Plan202411 50N/A$384,970
Bridgestone Americas, Inc. Hourly Employees Retirement Plan202411 50NONE$345,376
The Pnc Financial Services Group, Inc. Pension Plan202411 17 50NONE$344,395
The Hyster-Yale Materials Handling, Inc. Combined Pension Plan202411NONE$276,275
ST. Clair Hospital Retirement Plan202411NONE$271,029
Massachusetts Medical Society Pension Plan202411NONE$262,490
Hsbc - North America (U.S.) Pension Plan202416 27 28 50 51NONE$247,000
Leggett & Platt, Incorporated Retirement Plan202411 50NONE$246,816
Pension Plan of Hanes Companies, Inc.202411 50NONE$244,312
Retirement Program Plan for Employees of United States Enrichment Corporation202411ACTUARY$242,809
Wabtec Consolidated Pension Plan202411ACTUARY$239,474
Detroit Diesel Corporation Hourly-Rate Employees Pension Plan202411 50N/A$218,674
Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies202411 50NONE$206,752
Hilton International Cash Balance Pension Plan202411 50NONE$205,718
Regions Financial Corporation Retirement Plan202411 50 64ACTUARY$205,310
Hill-Rom, Inc. Pension Plan202411 17 50ACTUARY$205,102
Regions Financial Corporation Retirement Plan for Associates202411 50 64ACTUARY$178,129
Unicare Retirement Plan202411NONE$172,603
Scripps/journal Pension Plan202411 50ACTUARY$167,184
Kimberly-Clark Corporation Pension Plan202411 50ACTUARY$148,700
Rhode Island Energy Retirement Plan202411NONE$143,084
Enerpac Tool Group Retirement Plan202411NONE$123,664
The Retirement Income Plan for Employees of the Rockefeller Foundation202411 16 50NONE$121,677
Calgon Carbon Corporation Retirement Plan for Salaried Employees202411ACTUARY$118,305
Retirement Programs of Nl Industries, Inc.202411 50SERVICE PROVIDER$106,419
Froedtert South, Inc. Employees' Pension Plan202411NONE$99,297
Employees' Retirement Plan of Centrus Energy Corp.202411ACTUARY$91,653
PPL Retirement Plan202411NONE$86,982
Lg&e and Ku Pension Plan202411ACTUARIAL$82,565
Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock202421 28 50 51NONE$82,150
Olympus Corporation of the Americas Pension Plan202411 50NONE$81,911
Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant202411ACTUARY$79,639
Trane Pension Plan202411NONE$77,608
Case Western Reserve University Employees Retirement Plan B202411NONE$59,343
Leggett & Platt, Incorporated Pension Plan202411 50NONE$51,287
Otis Elevator Company Puerto Rico Pension Plan202411 50NONE$50,345
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees202411 50NONE$48,667
Pension Plan for Union Employees of Bisti Fuels Company, LLC202411NONE$47,565
Fanuc Robotics America Retirement Plan202411 17 50 70ACTUARY CONSULTANT$45,000
Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan202411RETAINED BY CLIENT$44,629
The Coteau Properties Company Pension Plan202411NONE$44,067
The Sabine Mining Company Pension Plan202411NONE$44,067
The Academy of Natural Sciences Pension Plan202411NONE$39,750
Tenth Amended & Restated Owens-Illinois Salary Retirement Plan202411RETAINED BY CLIENT$39,629
Kennametal Inc. Retirement Income Plan202411 50ACTUARY$30,000
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries202411NONE$22,246
Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees202411 50ACTUARY$20,000
Global One Cash Balance Pension Plan202411 50NONE$17,000
The Citigroup Pension Plan202311 50NONE$8.6M
Emerson Electric Company Retirement Plan202311 15NONE$3.8M
Ameren Retirement Plan202311 16 17 65NONE$2.4M
Harley-Davidson Retirement Plan202311NONE$967,231
Georgetown University Retirement Plan202311 50NONE$836,592
Ahold USA, Inc. Pension Plan202311 15 16 50NONE$834,442
Smiths Group Pension Plan202311 28NONE$803,199
Caleres, Inc. Retirement Plan202311ACTUARIAL$749,577
Daimler Truck North America Uaw Pension Plan202311 50N/A$715,562
Bridgestone Americas, Inc. Salaried Employees Retirement Plan202311 50NONE$688,665
Bridgestone Americas, Inc. Non-Contributory Pension Plan202311 50NONE$643,967
Pension Plan of Ssm Audrain Health Care, Inc.202311 50NONE$582,080
Syngenta Corporation Pension Plan202311 50NONE$496,589
Hilton Hotels Retirement Plan202311 28 50 51NONE$493,332
Harsco Employees Pension Plan202311 50ACTUARY$480,763
The Hyster-Yale Materials Handling, Inc. Combined Pension Plan202311NONE$464,293
Bridgestone Americas, Inc. Hourly Employees Retirement Plan202311 50NONE$425,713
Daimler Truck North America Pension Plan202311 50N/A$422,409
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries202311NONE$421,201
Bradley Corporation Pension Plan202311NONE$420,646
Midamerican Energy Company Retirement Plan202311 13 17 50NONE$402,138
Baxalta Incorporated and Subsidiaries Pension Plan202311 30 50NONE$379,249
Gehl Company Retirement Income Plan B202311 50NONE$304,315
Hilton International Cash Balance Pension Plan202311 50NONE$293,997
Detroit Diesel Corporation Hourly-Rate Employees Pension Plan202311 50N/A$277,694
Rhode Island Energy Retirement Plan202311NONE$241,063
The Pnc Financial Services Group, Inc. Pension Plan202311 17 50NONE$240,485
Massachusetts Medical Society Pension Plan202311NONE$239,880
ST. Clair Hospital Retirement Plan202311NONE$219,921
Unicare Retirement Plan202311NONE$211,272
Hsbc - North America (U.S.) Pension Plan202316 27 28 50 51NONE$185,250
Agilent Technologies, Inc. Retirement Plan202316 50N/A$165,222
PPL Retirement Plan202311NONE$164,662
Hill-Rom, Inc. Pension Plan202311 17 50ACTUARY$164,447
Kimberly-Clark Corporation Pension Plan202311 50ACTUARY$163,100
Regions Financial Corporation Retirement Plan for Associates202311 50 64ACTUARY$162,132
Lg&e and Ku Pension Plan202311ACTUARIAL$158,583
Olympus Corporation of the Americas Pension Plan202311 50NONE$155,645
Regions Financial Corporation Retirement Plan202311 50 64ACTUARY$152,150
Wabtec Consolidated Pension Plan202311ACTUARY$141,912
Retirement Program Plan for Employees of United States Enrichment Corporation202311ACTUARY$133,897
Scripps/journal Pension Plan202311 50ACTUARY$127,327
The Retirement Income Plan for Employees of the Rockefeller Foundation202311 16 50NONE$120,673
Detroit Diesel Uaw 412 Pension Plan202311 50N/A$115,898
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit202311 49NONE$106,150
Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies202311 50NONE$89,605
Trane Pension Plan202311NONE$87,484
Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock202321 28 50 51NONE$80,900
Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant202311ACTUARY$77,861
Pension Plan of Hanes Companies, Inc.202311 50NONE$75,758
The Hamilton Beach Brands, Inc. Pension Plan202311NONE$72,503
Federal-Mogul Pension Plan202311NONE$71,360
Leggett & Platt, Incorporated Retirement Plan202311 50NONE$69,690
Calgon Carbon Corporation Retirement Plan for Salaried Employees202311ACTUARY$63,424
Enerpac Tool Group Retirement Plan202311NONE$62,857
Otis Elevator Company Puerto Rico Pension Plan202311 50NONE$60,715
Retirement Programs of Nl Industries, Inc.202311 50SERVICE PROVIDER$59,700
The Falkirk Mining Company Pension Plan202311NONE$59,502
Employees' Retirement Plan of Centrus Energy Corp.202311ACTUARY$56,236
Case Western Reserve University Employees Retirement Plan B202311NONE$52,857
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees202311 50NONE$51,500
Emerson Process Management Power & Water Solutions, Inc. Pension Plan202311NONE$50,086
Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan202311RETAINED BY CLIENT$47,440
Global One Cash Balance Pension Plan202311 50NONE$47,000
Modine Manufacturing Company Frozen Pension Plan202311NONE$45,800
Leggett & Platt, Incorporated Pension Plan202311 50NONE$44,684
The Sabine Mining Company Pension Plan202311NONE$43,408
The Coteau Properties Company Pension Plan202311NONE$43,408
Fanuc Robotics America Retirement Plan202311 17 50 70ACTUARY CONSULTANT$43,000
Tenth Amended & Restated Owens-Illinois Salary Retirement Plan202311RETAINED BY CLIENT$42,020
The Academy of Natural Sciences Pension Plan202311NONE$40,803
Pension Plan for Union Employees of Bisti Fuels Company, LLC202311NONE$40,413
Froedtert South, Inc. Employees' Pension Plan202311NONE$40,271
Toshiba International Corp. Hourly Pension Plan for Industrial Division202311 50NONE$38,942
FCI, Inc. Pension Plan for Bargaining Unit Employees - Marshalltown, Iowa202311NONE$37,862
Jockey International, Inc. Pension Plan202311 50NONE$32,023
Kennametal Inc. Retirement Income Plan202311 50ACTUARY$30,000
Appleton Group LLC Pension Plan for Bargaining Unit Employees202311NONE$20,054
Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees202311 50ACTUARY$20,000
Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock202311NONE$13,650
Retirement Plan for Employees of Bristol Babcock Inc United Steelworks of America Local 895l202311NONE$10,871
What changed
  • Dec 31, 2023Consultant changedinferenceNiagara Mohawk Pension Plan
    Towers Watson Pennsylvania no longer appears on Niagara Mohawk Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Towers Watson Pennsylvania, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship startedSmiths Group Pension Plan
    Towers Watson appears on Smiths Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Towers Watson Pennsylvania, Inc.askebsa.dol.gov