Allocator Intelligence

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Targets by bucket across allocators

Targets that moved between consecutive policy periods
  • Jun 30, 2026Allocation target changedSysco Corp Pension Plans
    Sysco Corp Pension Plans raised its Matching Portfolio target 50.0% -> 58.0% (2025-06-30 to 2026-06-30)
    sec.gov
  • Jun 30, 2026Allocation target changedLumentum Holdings Inc. Pension Plans
    Lumentum Holdings Inc. Pension Plans raised its Equity Funds target 35.0% -> 37.0% (2025-06-30 to 2026-06-30)
    sec.gov
  • Jun 30, 2026Allocation target changedSysco Corp Pension Plans
    Sysco Corp Pension Plans cut its Common Contractual Fund target 50.0% -> 42.0% (2025-06-30 to 2026-06-30)
    sec.gov
  • Jun 30, 2026Allocation target changedNews Corp Pension Plans
    News Corp Pension Plans raised its Fixed Income Securities target 86.0% -> 87.0% (2025-06-30 to 2026-06-30)
    sec.gov
  • Jun 30, 2026Allocation target changedLumentum Holdings Inc. Pension Plans
    Lumentum Holdings Inc. Pension Plans cut its Fixed Income Funds target 27.0% -> 25.0% (2025-06-30 to 2026-06-30)
    sec.gov

+143 more dated events

Every name, record and relationship behind this count, with the source on each.

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122 policy rows match
AllocatorAs printedPeriodTargetRangeActualSource
United Natural Foods Inc Pension PlansPrivate Equity FundsJul 31, 20262.0%2.0%reported 10-K XBRL
General Mills Inc Pension PlansPrivate Equity FundsMay 31, 20267.0%7.9%reported 10-K XBRL
Kroger Co Pension PlansPrivate Equity FundsJan 31, 20268.0%5.8%reported 10-K XBRL
Macy's, Inc. Pension PlansPrivate Equity FundsJan 31, 20264.0%reported 10-K XBRL
Eversource Energy Pension PlansPrivate Equity FundsDec 31, 202523.0%12.0%reported 10-K XBRL

+117 additional policy rows match

Every allocator behind these targets and actuals, with the period and source on each.