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
Lake Shore, Inc. Steelworkers Pension Plan
Corporate pensionGlendale, WI
Assets
$3.2M
Total assets, Nov 30, 2024 reported
Funded
89.7%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Oldenburg Group Incorporated
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Economic Group Pension Actuarythrough Nov 30, 2023 Form 5500
- Economic Group Pension Services Actuarythrough Nov 30, 2023 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
21 readings
Investment management fees
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 | 193 | $3.0M | $3.3M | 89.7% | $3.2M | n/a | $3.2M | n/a |
| 2022 to Nov 30, 2023 | 196 | $3.1M | $3.5M | 89.3% | $3.0M | n/a | $3.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Egps, Inc. codes 11 15 $13,800 PY2023
- US Bank codes 12 $9,340 PY2023
- Cliftonlarsonallen LLP codes 10 $9,240 PY2023
- Oldenburg Group Inc Master Trust Sched. D M $3.2M PY2023
- Economic Group Pension Services codes 11 PY2023
- Egps, Inc. codes 11 15 $12,000 PY2022
- US Bank codes 12 $9,252 PY2022
- Cliftonlarsonallen LLP codes 10 $8,968 PY2022
- Oldenburg Group Inc Master Trust Sched. D M $3.0M PY2022
- Economic Group Pension Services codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390943085-003
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.