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
Victaulic Retirement Plan for Bargaining Unit Employees
Corporate pensionEaston, PA
Assets
$135M
Total assets, Dec 31, 2024 reported
Funded
125.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Victaulic Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Buck Global, LLC 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
$115,466 (2023-12) · $125,952 (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 | 1,108 | $125M | $81.5M | 125.3% | $135M | n/a | $135M | n/a |
| 2023 to Dec 31, 2023 | 1,120 | $110M | $80.4M | 123.7% | $125M | n/a | $125M | n/a |
| 2022 to Dec 31, 2022 | 1,129 | $139M | $77.3M | 130.1% | $110M | n/a | $110M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- State Street Global Advisors Trust codes 18 19 50 51 $93,319 PY2024
- Buck Global LLC codes 11 50 $13,545 PY2024
- Victaulic Co Defined Ben Master Tru Sched. D M $135M PY2024
- Buck Global, LLC codes 11 PY2024
- State Street Global Advisors Trust codes 18 19 50 51 $115,466 PY2023
- Victaulic Co Defined Ben Master Tru Sched. D M $125M PY2023
- Buck Global, LLC codes 11 PY2023
- State Street Global Advisors codes 25 40 50 51 68 99 $125,952 PY2022
- Victaulic Co Defined Ben Master Tru Sched. D M $110M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedVictaulic Retirement Plan for Bargaining Unit Employees plan assets $110M -> $125M (+13.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedVictaulic Retirement Plan for Bargaining Unit Employees total assets $110M -> $125M (+13.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedVictaulic Retirement Plan for Bargaining Unit Employees funded ratio 130.1% -> 123.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedVictaulic Retirement Plan for Bargaining Unit Employees plan assets $139M -> $110M (-20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221501729-005
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.