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
Peerless Pump Retirement Income Plan
Corporate pensionIndianapolis, IN
Assets
$41.0M
Total assets, Dec 31, 2024 reported
Funded
105.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Peerless Pump Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.3%
- Common/collective trusts 25.0%
- Registered investment companies 71.7%
Consultants and advisers
4 firms
- Axia Advisory Corporation Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mechela Anderson Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- US Bank Directed trusteethrough Dec 31, 2022 Form 5500
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
- Loomis Sayles3 rows, latest Dec 31, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Loomis Sayles Inv Grade Totalcollective trust | Loomis Sayles | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Loomis Sayles Inv Grade Totalcollective trust | Loomis Sayles | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Loomis Sayles Inv Grade Totalcollective trust | Loomis Sayles | Pooled vehicles | $7.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$50,000 (2023-12) · $50,000 (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 | 471 | $40.9M | $39.9M | 105.4% | $41.0M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 479 | $38.1M | $40.7M | 103.0% | $40.9M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 499 | $46.8M | $41.8M | 105.2% | $38.1M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $94,386 PY2024
- Axia Advisory Corporation codes 27 50 $50,000 PY2024
- Mechela Anderson codes 14 15 17 50 $31,865 PY2024
- Forvis Mazars, LLP codes 10 50 $22,050 PY2024
- Ogletree,deakins,nash,smoak&steward codes 29 50 $20,633 PY2024
- U.S. Bank National Association codes 25 34 49 50 51 64 70 $20,306 PY2024
- Loomis Sayles Inv Grade Total Sched. D C $10.2M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $114,347 PY2023
- Axia Advisory Corp. codes 27 50 $50,000 PY2023
- Mechela Anderson codes 14 15 17 50 $29,438 PY2023
- Forvis, LLP codes 10 50 $21,000 PY2023
- U.S. Bank National Association codes 25 34 49 50 51 64 70 $19,799 PY2023
- Ogletree,deakins,nash,smoak&steward codes 29 50 $7,971 PY2023
- Loomis Sayles Inv Grade Total Sched. D C $8.9M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $138,612 PY2022
- Axia Advisory Corp. codes 27 50 $50,000 PY2022
- Mechela Anderson codes 14 15 17 50 $29,512 PY2022
- Ogletree,deakins,nash,smoak&steward codes 29 50 $25,926 PY2022
- Forvis, LLP codes 10 50 $19,950 PY2022
- U.S. Bank National Association codes 25 34 49 50 51 64 70 $19,818 PY2022
- Loomis Sayles Inv Grade Total Sched. D C $7.3M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedPeerless Pump Retirement Income Plan funded ratio 103.0% -> 105.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPeerless Pump Retirement Income Plan funded ratio 105.2% -> 103.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPeerless Pump Retirement Income Plan plan assets $47M -> $38M (-18.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 050596578-200
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.