DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

The 2017 Employees' Pension Plan of Battelle Memorial Institute

Allocators

Columbus, OH

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:7aff565f-a1f5-4800-a7a1-fa8c143a247f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 20
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: $77,300latest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 3,523
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: Jun 30, 2025
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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Master trust investment accounts	n/a	n/a	n/a	100	$77,300	Jun 30, 2025	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
Willis Towers Watson US LLC	actuary	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Battelle Memorial Institute	Pension consultant	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Mercer	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	Pension consultant	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Polaris Capital Management LLC	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
State Street Global Advisors	custodian	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Cambridge Associates	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
The Townsend Group	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Prudential Insurance Company of Ame	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Lindsell Train Ltd	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Baille Gifford	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Black Creek Investment Management	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Encap Investments LP	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Parametric Portfolio Associates	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Loomis Sayles	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Fortress Japan Opportunity Fund	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Invesco Investment Services, Inc.	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Wellington Trust Company	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
River & Mercantile	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Sponsors (1)

← Battelle Memorial InstitutePlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (7)

→ Cambridge AssociatesInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Battelle Memorial InstitutePlan sponsorPension consultant
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ MercerInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Willis Towers Watson US LLCInvestment consultantPension consultant
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Polaris Capital Management LLCInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ State Street Global AdvisorsInvestment consultantcustodian
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500

Manages for (12)

← Prudential Insurance Company of AmeManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Lindsell Train LtdManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Baille GiffordManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Black Creek Investment ManagementManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Parametric Portfolio AssociatesManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Fortress Japan Opportunity FundManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Invesco Investment Services, Inc.Manager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← River & MercantileInvestment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Encap Investments LPManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← The Townsend GroupInvestment consultantInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Martin Conger no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
Battelle Memorial Institute Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Steve Young no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
Battelle Memorial Institute Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Leonard Essex no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
Battelle Memorial Institute Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Antonio Caxide no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
Battelle Memorial Institute Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Kent Rinker no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)
Battelle Memorial Institute Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Baillie Gifford Overseas, Ltd. no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Baille Gifford Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Loomis Sayles no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Loomis Sayles Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Cambridge Associates no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Cambridge Associates Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Fortress Japan Opportunity Fund no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Fortress Japan Opportunity Fund Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Invesco Investment Services, Inc. no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Invesco Investment Services, Inc.Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Encap Investments no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Encap Investments LP Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Prudential Insurance Company no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Prudential Insurance Company of Ame Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Polaris Capital Management LLC no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Polaris Capital Management LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Parametric Portfolio Associates LLC no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Parametric Portfolio Associates Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Clarion Lion Properties Fund no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Clarion Lion Properties Fund, LP Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Black Creek Investment Management no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Black Creek Investment Management Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Lindsell Train Limited no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
Lindsell Train Ltd Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
River and Mercantile Group no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)
River & Mercantile Form 5500observed 5 days ago

Show 2 bookkeeping events

Occurred
Jun 30, 2025
The 2017 Employees' Pension Plan of Battelle Memorial Institute total assets $7M -> $77,300 (-98.9%, 2024-06-30 to 2025-06-30)
Occurred
Jun 30, 2024
The 2017 Employees' Pension Plan of Battelle Memorial Institute total assets $769M -> $7M (-99.1%, 2023-06-30 to 2024-06-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:7aff565f-a1f5-4800-a7a1-fa8c143a247f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

The 2017 Employees' Pension Plan of Battelle Memorial Institute

Allocators

Columbus, OH

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:7aff565f-a1f5-4800-a7a1-fa8c143a247f

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

100

$77,300

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Willis Towers Watson US LLC

actuary

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

Battelle Memorial Institute

Pension consultant

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Mercer

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Willis Towers Watson US LLC

Pension consultant

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Polaris Capital Management LLC

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

State Street Global Advisors

custodian

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Northern Trust Co.

trustee

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Cambridge Associates

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

The Townsend Group

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Prudential Insurance Company of Ame

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Lindsell Train Ltd

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Baille Gifford

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Black Creek Investment Management

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Encap Investments LP

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Parametric Portfolio Associates

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Loomis Sayles

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Fortress Japan Opportunity Fund

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Invesco Investment Services, Inc.

Investment management

Jul 1, 2022

Jun 30, 2023

fact

Wellington Trust Company

Investment management

Jul 1, 2022

Jun 30, 2023

fact

River & Mercantile

Investment management

Jul 1, 2022

Jun 30, 2023

fact