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
Sloan Valve Company Employees' Pension Plan
Corporate pensionFranklin Park, IL
Assets
$10.4M
Total assets, Nov 30, 2024 reported
Funded
77.6%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Sloan Valve Company
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 12.1%
- U.S. Government securities 17.6%
- Registered investment companies 29.5%
- Common stock 36.9%
Consultants and advisers
2 firms
- October Three Consulting LLC Actuarythrough Nov 30, 2023 Form 5500
- First State Trust Company Trusteethrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanleyplan years 2023
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 224 | $9.5M | $13.2M | 77.6% | $10.4M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 302 | $13.3M | $17.7M | 83.0% | $9.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 $72,322 PY2023
- Morgan Stanley Smith Barney codes 28 $47,765 PY2023
- October Three Consulting LLC codes 11 PY2023
- October Three Consulting LLC codes 11 $50,739 PY2022
- Morgan Stanley Smith Barney codes 28 $47,675 PY2022
- First State Trust Company codes 21 50 $5,343 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
2 events
- Dec 1, 2023Funded status changedSloan Valve Company Employees' Pension Plan funded ratio 83.0% -> 77.6% (2022-12-01 to 2023-12-01)
- Dec 1, 2023Assets changedSloan Valve Company Employees' Pension Plan plan assets $13M -> $10M (-28.7%, 2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361787480-002
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.