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
Andex Industries Inc & Anthony & Co. Retirement Plan
Corporate pensionEscanaba, MI
Assets
$10.9M
Total assets, Dec 31, 2024 reported
Funded
124.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
none on the tape
Plan sponsor: Andex Industries, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 21.7%
- Common/collective trusts 78.2%
Consultants and advisers
2 firms
- Principal Custody Solutions Custodianthrough Dec 31, 2022 Form 5500
- Principal Financial Group 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
25 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, 2023 | Allspring Core Bond Cit Fcollective trust | Principal Trust Company | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock Intl Eqty Indexcollective trust | Principal Trust Company | Pooled vehicles | $526,861 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p Mc Indx Citcollective trust | Principal Trust Company | Pooled vehicles | $919,225 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | Principal Trust Company | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/causeway International Vacollective trust | Principal Trust Company | Pooled vehicles | $402,073 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/dodge & Cox Intermediatecollective trust | Principal Trust Company | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Pfg/federated Total Return Bond Citcollective trust | Principal Trust Company | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/mfs Value Cit Fcollective trust | Principal Trust Company | Pooled vehicles | $424,169 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Pfg/multi-Manager Small Cap Cit Ncollective trust | Principal Trust Company | Public equity | $528,186 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/t. Rowe Price Institutioncollective trust | Principal Trust Company | Pooled vehicles | $426,421 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/trp Inst Lcg Mgd Cit Fcollective trust | Principal Trust Company | Pooled vehicles | $521,565 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Voya Large Cap Growth Cit Ncollective trust | Principal Trust Company | Public equity | $533,928 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring Core Bond Cit Fcollective trust | Principal Trust Company | Fixed income | $906,276 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring Growth Cit Ncollective trust | Principal Trust Company | Pooled vehicles | $186,960 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock Intl Eqty Indexcollective trust | Principal Trust Company | Pooled vehicles | $490,026 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p Mc Indx Citcollective trust | Principal Trust Company | Pooled vehicles | $841,073 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexcollective trust | Principal Trust Company | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/causeway International Vacollective trust | Principal Trust Company | Pooled vehicles | $370,108 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/dodge & Cox Intermediatecollective trust | Principal Trust Company | Pooled vehicles | $908,170 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pfg/federated Total Return Bond Citcollective trust | Principal Trust Company | Fixed income | $907,538 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/mfs Value Cit Fcollective trust | Principal Trust Company | Pooled vehicles | $385,077 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pfg/multi-Manager Small Cap Cit Ncollective trust | Principal Trust Company | Public equity | $479,860 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/t. Rowe Price Institutioncollective trust | Principal Trust Company | Pooled vehicles | $385,429 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/trp Inst Lcg Mgd Cit Fcollective trust | Principal Trust Company | Pooled vehicles | $367,295 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Voya Large Cap Growth Cit Ncollective trust | Principal Trust Company | Public equity | $374,266 held | Disclosed holding | askebsa.dol.gov |
Size and funding
27 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 | 166 | $10.9M | $8.9M | 124.2% | $10.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 170 | $9.9M | $8.9M | 121.9% | $10.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 172 | $12.2M | $8.7M | 131.2% | $9.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Company codes $22,601 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Trust Company codes 19 21 27 $22,350 PY2023
- Principal/blackrock Intl Equity Sched. D C $526,861 PY2023
- Principal/blackrock S&p Midcap Inde Sched. D C $919,225 PY2023
- Principal/blackrock S&p 500 Index Sched. D C $1.4M PY2023
- Principal/causeway Intl Value Sched. D C $402,073 PY2023
- Principal/dodge & Cox Intermediate Sched. D C $1.0M PY2023
- Principal/federated Total Return Bo Sched. D C $1.0M PY2023
- Principal/mfs Value Sched. D C $424,169 PY2023
- Principal/multi-Mgr Small Cap Sched. D C $528,186 PY2023
- Principal/t Rowe Price Inst Equity Sched. D C $426,421 PY2023
- Principal/t Rowe Price Inst Lcg Mgd Sched. D C $521,565 PY2023
- Principal/ab Large Cap Growth Sched. D C $533,928 PY2023
- Allspring Core Bond Sched. D C $1.0M PY2023
- Allspring Growth Sched. D C PY2023
- Principal Financial Group codes 11 PY2023
- Principal Trust Company codes 19 21 27 $22,188 PY2022
- Allspring Growth Sched. D C $186,960 PY2022
- Principal/blackrock Intl Equity Sched. D C $490,026 PY2022
- Principal/blackrock S&p Midcap Inde Sched. D C $841,073 PY2022
- Principal/blackrock S&p 500 Index Sched. D C $1.2M PY2022
- Principal/causeway Intl Value Sched. D C $370,108 PY2022
- Principal/dodge & Cox Intermediate Sched. D C $908,170 PY2022
- Principal/federated Total Return Bo Sched. D C $907,538 PY2022
- Principal/mfs Value Sched. D C $385,077 PY2022
- Principal/multi-Mgr Small Cap Sched. D C $479,860 PY2022
- Principal/t Rowe Price Inst Equity Sched. D C $385,429 PY2022
- Principal/t Rowe Price Inst Lcg Mgd Sched. D C $367,295 PY2022
- Principal/voya Large Cap Growth Sched. D C $374,266 PY2022
- Allspring Core Bond Sched. D C $906,276 PY2022
- Principal Financial Group codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferencePrincipal Trust Company no longer appears on Andex Industries Inc & Anthony & Co. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Custody Solutionsaskebsa.dol.gov
- Jan 1, 2024Funded status changedAndex Industries Inc & Anthony & Co. Retirement Plan funded ratio 121.9% -> 124.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAndex Industries Inc & Anthony & Co. Retirement Plan plan assets $10M -> $11M (+10.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceAndex Industries Inc & Anthony & Co. Retirement Plan no longer reports Allspring Growth Cit N (last held $186,960 at 2022-12-31; absent from the 2023-12-31 filing)with Allspring Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Assets changedAndex Industries Inc & Anthony & Co. Retirement Plan total assets $10M -> $11M (+10.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAndex Industries Inc & Anthony & Co. Retirement Plan funded ratio 131.2% -> 121.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAndex Industries Inc & Anthony & Co. Retirement Plan plan assets $12M -> $10M (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381652680-001
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.