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
Pension Agreement Between Spartanburg Steel Products, Inc. and Int. Molders and Allied Workers Union Afl-Cio-Clc
Corporate pensionSpartanburg, SC
Assets
$2.7M
Total assets, Oct 31, 2025 reported
Funded
61.0%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: Spartanburg Steel Products, Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Registered investment companies 97.3%
Consultants and advisers
2 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Oct 31, 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
33 readings
Net investment income
$274,819 (2024-10) · $-269,484 (2023-10)
Investment management fees
$7,415 (2024-10) · $13,213 (2023-10)
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 Oct 31, 2025 | 265 | $2.6M | $3.6M | 61.0% | $2.7M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 288 | $2.3M | $3.4M | 70.0% | $2.6M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 366 | $2.6M | $3.6M | 71.1% | $2.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Capfinancial Partners LLC codes 27 28 51 $7,630 PY2024
- USI Consulting Group codes 11 PY2024
- Capfinancial Partners LLC codes 27 28 51 $7,415 PY2023
- USI Consulting Group codes 11 PY2023
- Capfinancial Partners LLC codes 27 28 51 $13,213 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Nov 1, 2024Funded status changedPension Agreement Between Spartanburg Steel Products, Inc. and Int. Molders and Allied Workers Union Afl-Cio-Clc funded ratio 70.0% -> 61.0% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedPension Agreement Between Spartanburg Steel Products, Inc. and Int. Molders and Allied Workers Union Afl-Cio-Clc plan assets $2M -> $3M (+12.0%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedPension Agreement Between Spartanburg Steel Products, Inc. and Int. Molders and Allied Workers Union Afl-Cio-Clc total assets $2M -> $3M (+12.0%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Assets changedPension Agreement Between Spartanburg Steel Products, Inc. and Int. Molders and Allied Workers Union Afl-Cio-Clc plan assets $3M -> $2M (-10.6%, 2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311039895-002
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.