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
Regal Beloit America, Inc. Pension Plan
Corporate pensionMilwaukee, WI
Assets
$155M
Total assets, Dec 31, 2024 reported
Funded
97.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Regal Beloit America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.8%
Consultants and advisers
6 firms
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Trust Co. CustodianTrusteethrough Dec 31, 2024 Form 5500
- Principal Custodianthrough Dec 31, 2023 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$495,578 (2023-12) · $399,395 (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 | 3,644 | $168M | $176M | 97.3% | $155M | n/a | $155M | n/a |
| 2023 to Dec 31, 2023 | 3,710 | $163M | $179M | 99.1% | $168M | n/a | $165M | n/a |
| 2022 to Dec 31, 2022 | 3,807 | $228M | $177M | 114.4% | $162M | n/a | $162M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 27 51 52 $264,355 PY2024
- Aon codes 11 17 50 $253,616 PY2024
- Principal Custody Solutions codes 19 21 50 51 $235,153 PY2024
- Principal Life Insurance Company codes 15 19 38 50 $68,293 PY2024
- Regal Beloit Corp Master Trust Sched. D M $155M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Mercer Investments LLC codes 27 51 52 $311,823 PY2023
- Aon codes 11 17 50 $303,404 PY2023
- Principal Life Insurance Company codes 15 19 38 50 $183,754 PY2023
- Principal Custody Solutions codes 21 50 51 $62,823 PY2023
- Regal Beloit Corp Master Trust Sched. D M $165M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Hewitt codes 11 17 50 $464,611 PY2022
- Mercer Investments LLC codes 27 51 52 $399,395 PY2022
- Principal Custody Solutions codes 21 50 $44,330 PY2022
- Wells Fargo Bank, N.A. codes 21 25 50 $10,390 PY2022
- Regal Beloit Corp Master Trust Sched. D M $162M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRegal Beloit America, Inc. Pension Plan funded ratio 114.4% -> 99.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRegal Beloit America, Inc. Pension Plan plan assets $228M -> $163M (-28.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390449780-007
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.