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
Irving Tissue Pension Plan
Corporate pensionFort Edward, NY
Assets
$24.1M
Total assets, Dec 31, 2024 reported
Funded
86.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Irving Consumer Products, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Registered investment companies 94.3%
Consultants and advisers
3 firms
- Charles Schwab Trust Trusteethrough Dec 31, 2024 Form 5500
- Millennium Trust Company Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough 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
- Empower Annuity Insurance Company1 rows, latest Dec 31, 2022
Commitments
1 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, 2022 | Futurefunds Series Account IIseparate account | Empower Annuity Insurance Company | Pooled vehicles | $18.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 225 | $21.6M | $25.4M | 86.2% | $24.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 226 | $18.7M | $24.4M | 84.4% | $21.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 226 | $22.8M | $23.0M | 95.3% | $18.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab Trust Bank codes 21 $7,224 PY2024
- USI Consulting Group codes 11 PY2024
- Millennium Trust Company codes 21 64 $5,595 PY2023
- Futurefunds Series Account II Sched. D P PY2023
- USI Consulting Group codes 11 PY2023
- Millennium Trust Company codes 21 64 $9,930 PY2022
- Futurefunds Series Account II Sched. D P $18.5M PY2022
- USI Consulting Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedIrving Tissue Pension Plan total assets $22M -> $24M (+11.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedIrving Tissue Pension Plan plan assets $19M -> $22M (+15.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedIrving Tissue Pension Plan total assets $19M -> $22M (+15.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIrving Tissue Pension Plan funded ratio 95.3% -> 84.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIrving Tissue Pension Plan plan assets $23M -> $19M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043212875-003
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.