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
Liberty Steel Products, Inc. Defined Benefit Plan
Corporate pensionNorth Jackson, OH
Assets
$6.4M
Total assets, Dec 31, 2024 reported
Funded
83.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Liberty Steel Products, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Corporate debt instruments (preferred) 20.2%
- U.S. Government securities 0.0%
- Registered investment companies 38.1%
- Common stock 39.1%
Consultants and advisers
2 firms
- Bank of New York Mellon Trusteethrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. 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
31 readings
Investment management fees
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 | 102 | $6.1M | $4.1M | 83.4% | $6.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 110 | $5.6M | $4.0M | 84.9% | $6.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 117 | $6.6M | $4.4M | 87.2% | $5.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 50 $55,441 PY2024
- Bank of New York Mellon codes 21 27 50 $11,548 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 50 $39,241 PY2023
- Bank of New York Mellon codes 21 27 50 $9,352 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 50 $57,489 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceBank of New York Mellon appears on Liberty Steel Products, Inc. Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Bank of New York Mellonaskebsa.dol.gov
- Jan 1, 2023Funded status changedLiberty Steel Products, Inc. Defined Benefit Plan funded ratio 87.2% -> 84.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLiberty Steel Products, Inc. Defined Benefit Plan plan assets $7M -> $6M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251148253-001
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.