DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Employees' Pension Plan of American Ort, Inc.

Corporate pensionNEW York, NY
Assets
$8.8M
Total assets, Dec 31, 2024 reported
Funded
101.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: ORT America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$25,322 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$68,287 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$986,092 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$521,652 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$104,720 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$31,606 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$83,155 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$517,824 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
21 readings
Total assets
$8.8M Dec 31, 2024 reported Form 5500
$10.3M (2023-12)
Plan assets
$10.3M Jan 1, 2024 reported Form 5500
$10.5M (2023-01)
Net assets
$8.8M Dec 31, 2024 reported Form 5500
$10.3M (2023-12)
Funded ratio
101.3% Jan 1, 2024 reported Form 5500
101.9% (2023-01)
Funding target
$10.8M Jan 1, 2024 reported Form 5500
$11.3M (2023-01)
Discount rate
5.05% Jan 1, 2024 reported Form 5500
5.11% (2023-01)
Participants
138 Jan 1, 2024 reported Form 5500
140 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$1.7M Dec 31, 2024 reported Form 5500
$851,914 (2023-12)
Net investment income
$-1.5M Dec 31, 2024 reported Form 5500
$4.1M (2023-12)
Investment management fees
$9,150 Dec 31, 2023 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024138$10.3M$10.8M101.3%$8.8Mn/an/an/a
2023 to Dec 31, 2023140$10.5M$11.3M101.9%$10.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $89,388 PY2024
  • Principal Global Investors, LLC codes 27 50 $8,527 PY2024
  • Hightower Advisors, LLC codes 27 99 PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $25,322 PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $68,287 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $986,092 PY2024
  • Prin Intl Equity Index Sa-Z Sched. D P $521,652 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $6.0M PY2024
  • Prin Glbl Emerg Markets Sa-Z Sched. D P PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.1M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $66,476 PY2023
  • Principal Global Investors, LLC codes 27 50 $9,150 PY2023
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $104,720 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.3M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $31,606 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $83,155 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $1.8M PY2023
  • Prin Intl Equity Index Sa-Z Sched. D P $517,824 PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $6.4M PY2023
  • Principal Financial Group codes 11 PY2023
What changed
3 events
  • Dec 31, 2024Holding endedinference
    Employees' Pension Plan of American Ort, Inc. no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $104,720 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Hightower Advisors, LLC appears on Employees' Pension Plan of American Ort, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Hightower Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Employees' Pension Plan of American Ort, Inc. total assets $10M -> $9M (-14.3%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135562424-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.