DFX Intelligence

5 more advisers, 4 more managers, 39 more commitments and 2 more dated events

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National Girl Scout Council Retirement Plan

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $430M in assets, for 6,918 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $430M
Funded ratio: 96.9%
Fund commitments: 15
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (15)Allocation policy Consultants

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Borrow Hanley Global Investors no longer appears on National Girl Scout Council Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path

National Girl Scout Council Retirement Plan

Funds committed to

IR & M Long Govt Credit Fund3 commitments
PRU U.S. Long Duration Corp Bd3 commitments
Harbourvest Part Ix Cayman Venture3 commitments

All 15

Managers

Harbourvest Partners LP15 commitments
Fidelity Institutional Asset Mgmt6 commitments
Prudential Trust Co.3 commitments

All 7

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$430M

Total assets, Dec 31, 2024 reported

Funded

96.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: Girl Scouts of the USA

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.5%
Non-interest-bearing cash 0.0%
Corporate debt instruments (preferred) 2.9%
U.S. Government securities 6.6%
Other investments 5.2%
Partnership/joint venture interests 3.7%
103-12 investment entities 16.6%
Common/collective trusts 38.8%
Registered investment companies 19.0%
Common stock 0.9%

Consultants and advisers

8 firms

Barrow Hanley Global Investors Investment adviser (plan)through Dec 31, 2024 Form 5500
Barrow Hanley Mewhinney & Strauss Investment adviser (plan)through Dec 31, 2022 Form 5500
Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500

+5 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

7 managers on the commitment tape

From the plan’s own commitment disclosures

Harbourvest Partners LP15 rows, latest Dec 31, 2024
Fidelity Institutional Asset Mgmt6 rows, latest Dec 31, 2024
Prudential Trust Co.3 rows, latest Dec 31, 2024

+4 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Harbourvest Partners LPplan years
Income Research & Mgmt. Inc.plan years 2022
Fiam Group Trustplan years 2022

+5 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

7 events

Dec 31, 2024Holding endedinference
National Girl Scout Council Retirement Plan no longer reports Emerging Markets Equity Trust (T. Rowe Price Trust Company) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
with T. Rowe Price Trust Companyaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
Borrow Hanley Global Investors no longer appears on National Girl Scout Council Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Barrow Hanley Mewhinney & Straussaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
Barrow Hanley Global Investors appears on National Girl Scout Council Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Barrow Hanley Global Investorsaskebsa.dol.gov
Jan 1, 2024Funded status changed
National Girl Scout Council Retirement Plan funded ratio 88.6% -> 96.9% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
National Girl Scout Council Retirement Plan no longer reports Wtc-Cif II Opp Emerging Mrk Dt S1 P (Wellington Fd) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
with Wellington Trust Company, Naaskebsa.dol.gov

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

42 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	IR & M Long Govt Credit Fund103 12 ie	Income Research and Management	Private credit	$65.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	PRU U.S. Long Duration Corp Bdcollective trust	Prudential Trust Co.	Fixed income	$64.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Harbourvest Part Ix Cayman Venture103 12 ie	Harbourvest Partners LP	Venture	$2.7M held	Disclosed holding	askebsa.dol.gov

+39 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$430M Dec 31, 2024 reported Form 5500

$439M (2023-12) · $412M (2022-12)

Plan assets

$439M Jan 1, 2024 reported Form 5500

$411M (2023-01) · $549M (2022-01)

Net assets

$430M Dec 31, 2024 reported Form 5500

$439M (2023-12) · $411M (2022-12)

Funded ratio

96.9% Jan 1, 2024 reported Form 5500

88.6% (2023-01) · 101.5% (2022-01)

Funding target

$488M Jan 1, 2024 reported Form 5500

$510M (2023-01) · $515M (2022-01)

Discount rate

5.07% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.36% (2022-01)

Participants

6,918 Jan 1, 2024 reported Form 5500

7,068 (2023-01) · 7,176 (2022-01)

Contributions

$29.6M Dec 31, 2024 reported Form 5500

$27.8M (2023-12) · $25.7M (2022-12)

Benefits paid

$48.8M Dec 31, 2024 reported Form 5500

$41.8M (2023-12) · $44.0M (2022-12)

Net investment income

-$8.8M Dec 31, 2024 reported Form 5500

$27.4M (2023-12) · -$138M (2022-12)

Investment management fees

$1.1M Dec 31, 2024 reported Form 5500

$979,288 (2023-12) · $1.3M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	6,918	$439M	$488M	96.9%	$430M	$15.7M	$0	$0
2023 to Dec 31, 2023	7,068	$411M	$510M	88.6%	$439M	$14.5M	$0	$0
2022 to Dec 31, 2022	7,176	$549M	$515M	101.5%	$412M	$13.6M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Willis Towers Watson US LLC codes 11 13 15 50 $448,894 PY2024
Fiam Group Trust codes 28 51 71 $225,232 PY2024
The Bank of New York Mellon codes 19 21 59 62 $219,612 PY2024

+86 more service providers

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

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Provenance

Identifiers: EIN-PN 131624016-002

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

National Girl Scout Council Retirement Plan sits on 11 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 11 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2023-01-01source

+4 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+18 connections on the graph

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