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AllocatorsPlancorporate pension100m-1b

Cash Balance Retirement Plan of Brown Brothers Harriman & Co.

Allocators

NEW York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:02a83237-8f5b-47cc-b1f8-69411c60d353

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $108Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 80%
Participants: 273
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 19 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	27	$28.7M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	33	$35.8M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	17	$18.0M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	8	$9.0M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	5	$5.4M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	9	$10.1M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Proskauer	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Fidelity Investment	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Brown Brothers HarrimanInvestment consultantPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Fidelity InvestmentInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ ProskauerInvestment consultantPension consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Consultant changed
Proskauer appears on Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s Schedule C as pension consultant (plan year 2023 vs 2022)
Proskauer Form 5500observed 4 days ago

Show 4 bookkeeping events

Occurred
Jan 1, 2024
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. plan assets $127M -> $102M (-19.3%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. total assets $127M -> $102M (-19.3%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. plan assets $145M -> $127M (-12.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Cash Balance Retirement Plan of Brown Brothers Harriman & Co. funded ratio 93.9% -> 80.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:02a83237-8f5b-47cc-b1f8-69411c60d353
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Cash Balance Retirement Plan of Brown Brothers Harriman & Co.

Allocators

NEW York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:02a83237-8f5b-47cc-b1f8-69411c60d353

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

U.S. Government securities

n/a

$28.7M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$35.8M

Dec 31, 2024

Derived

Other investments

n/a

$18.0M

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$9.0M

Dec 31, 2024

Derived

Registered investment companies

n/a

$5.4M

Dec 31, 2024

Derived

Common stock

n/a

$10.1M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Proskauer

Pension consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Fidelity Investment

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Mercer

Pension consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Mercer

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension