About

Pension Asset Navigator Staging Built by Danu Insight

What this is

Pension Asset Navigator is a tool that makes US pension plan (Form 5500) assets easier to understand. We extract the Schedule of Assets so you can search across plan sponsors, plans, managers, funds, participants and assets in one place. It is meant for quick discovery with a clear link back to the source.

Who it is for

• Researchers and civil society mapping which funds and managers pension funds use.
• Stewardship and legal teams that need source-linked evidence for engagement or fiduciary duty reviews.
• Analysts who want a fast way to see who owns what, through whom.

What you can do here

• Scan a growing universe of pension plans and see headline details: sponsor, participants, total assets.
• Find funds and asset managers across plans, down to the line items in the Schedule of Assets.
• Open a plan-year detail page and jump straight to the source PDF for verification.

Views and navigation

• Plans: one row per plan-year with filters for sponsor, participants and assets for quick comparisons.
• Funds: each mutual/pooled holding as a row, joined back to its plan; useful to spot plans allocating to a specific fund or manager.
• Filing detail: the parsed Schedule of Assets for a single plan-year, plus links to the PDF.

Tips: use the search box and column filters; click a plan to open its detail; use the Form 5500 PDF or Schedule of Assets link to verify the source information.

The data

• Primary source: The US Department of Labor's Form 5500 plan filings, specifically the Schedule of Assets (often Schedule H, line 4i).
• What is included: mutual funds and other pooled vehicles (CITs, pooled separate accounts), LPs, stable value/GICs and similar items as disclosed.
• Enrichment (where possible): public factsheets and registries to confirm manager names or add tickers/CUSIPs. Many pooled vehicles have no public identifier.

How we process it

• AI Optical Character Recognition (OCR), plus table parsing to read scanned or low-quality PDFs.
• Normalisation to align columns (e.g., Description, Issuer/Manager, Units, Value).
• Conservative matching for names; ambiguous cases are left as reported and flagged rather than guessed.
• Traceability: every row links back to the filing.

Field guide

Plan sponsor / Plan name / Plan number

As reported.

Participants / Assets

End-of-year counts and USD totals.

Investment / Fund

The line item name from the Schedule of Assets.

Manager / Issuer

The manager or trust sponsor if clearly stated (can be blank for some CITs/LPs).

Units / Value

Quantity and USD value at year-end.

Accuracy and checks

We use a human-in-the-loop review for ambiguous rows and maintain direct links to the source filings. If you spot an error, please let us know.

Contact

Questions, corrections, feature requests: info@danuinsight.org