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AllocatorsPlancorporate pension1b-10b

Exelon Corporation Retirement Program

Allocators

Chicago, IL

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:a473b21a-4558-4cba-8d4c-ac770264ccfa

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, 8:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
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: $6.1Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 85%
Participants: 24,456
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; 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	97	$5.9B	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
Northern Trust Co.	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Evercore Inc	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Pacific Resources Benefit	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Accenture LLP	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Albourne America LLC	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Plante Moran	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Evestment Alliance, LLC	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cambridge Associates	General consultant	Jan 1, 2022	Dec 31, 2022	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
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Exelon CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (9)

→ Cambridge AssociatesInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Albourne America LLCInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Plante MoranInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Evestment Alliance, LLCInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Evercore IncInvestment consultantGeneral consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Pacific Resources BenefitInvestment consultantGeneral consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Accenture LLPInvestment consultantGeneral consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Northern Trust Co.Investment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (1)

← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Blackrock Institutional Trust Co appears on Exelon Corporation Retirement Program's Schedule C as investment manager (plan year 2024 vs 2023)
Blackrock Institutional Trust Co,na Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Pacific Resources Benefits Advisors no longer appears on Exelon Corporation Retirement Program's Schedule C as general consultant (plan year 2024 vs 2023)
Pacific Resources Benefit Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Blackrock Institutional Trust Co no longer appears on Exelon Corporation Retirement Program's Schedule C as investment manager (plan year 2023 vs 2022)
Blackrock Institutional Trust Co,na Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Pacific Resources Benefits Advisors appears on Exelon Corporation Retirement Program's Schedule C as general consultant (plan year 2023 vs 2022)
Pacific Resources Benefit Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Evercore Inc appears on Exelon Corporation Retirement Program's Schedule C as general consultant (plan year 2023 vs 2022)
Evercore Inc Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Accenture LLP appears on Exelon Corporation Retirement Program's Schedule C as general consultant (plan year 2023 vs 2022)
Accenture LLP Form 5500observed 5 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Exelon Corporation Retirement Program plan assets $15.8B -> $6.5B (-58.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Exelon Corporation Retirement Program funded ratio 102.9% -> 85.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a473b21a-4558-4cba-8d4c-ac770264ccfa
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.

Exelon Corporation Retirement Program

Allocators

Chicago, IL

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:a473b21a-4558-4cba-8d4c-ac770264ccfa

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Master trust investment accounts

n/a

$5.9B

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Northern Trust Co.

custodian

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Evercore Inc

General consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Pacific Resources Benefit

General consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Accenture LLP

General consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Albourne America LLC

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Plante Moran

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Evestment Alliance, LLC

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Cambridge Associates

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Blackrock Institutional Trust Co,na

Investment management

Jan 1, 2022

Dec 31, 2022

fact