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
Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan
Corporate pensionLewisport, KY
Assets
$117M
Total assets, Dec 31, 2024 reported
Funded
95.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Commonwealth Rolled Products, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Corporate debt instruments (other) 26.4%
- U.S. Government securities 10.0%
- Other investments 0.3%
- Common/collective trusts 61.0%
Consultants and advisers
5 firms
- JP Morgan Chase and Co. Pension consultantthrough Dec 31, 2022 Form 5500
- Blackrock General consultantthrough Dec 31, 2022 Form 5500
- Aon General consultantthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2023
Commitments
3 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, 2024 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A | Pooled vehicles | $71.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A | Pooled vehicles | $66.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A | Pooled vehicles | $65.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$203,609 (2023-12) · $29,391 (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 | 2,004 | $114M | $124M | 95.7% | $117M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,980 | $106M | $124M | 94.3% | $114M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,929 | $136M | $119M | 109.2% | $106M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc codes 16 50 $178,533 PY2024
- SUN Life Capital Management codes 28 50 $100,775 PY2024
- Principal Trust Company codes 21 50 $31,256 PY2024
- Wilmington Trust Cit Db Growth Port Sched. D C $71.4M PY2024
- Mercer codes 11 PY2024
- AON Consulting Inc codes 16 50 $236,067 PY2023
- Sun Life Capital Management codes 28 50 $203,609 PY2023
- Principal Trust Company codes 21 50 $26,517 PY2023
- Wilmington Trust Cit Db Growth Port Sched. D C $66.4M PY2023
- Mercer codes 11 PY2023
- AON Hewitt Services codes 16 50 $248,635 PY2022
- Principal Trust Company codes 21 50 $26,060 PY2022
- JP Morgan Chase and Co. codes 17 28 50 51 $25,395 PY2022
- Wells Fargo codes 10 14 16 25 27 28 50 63 64 $16,006 PY2022
- Wilmington Trust Cit Db Growth Port Sched. D C $65.9M PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2023Manager relationship endedinferenceJP Morgan Chase and Co. no longer appears on Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morgan Chase and Co.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedSun Life Capital Management appears on Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SLC Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWells Fargo no longer appears on Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrockaskebsa.dol.gov
- Jan 1, 2023Funded status changedCommonwealth Rolled Products, Inc. Hourly Employees Pension Plan funded ratio 109.2% -> 94.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommonwealth Rolled Products, Inc. Hourly Employees Pension Plan plan assets $136M -> $106M (-21.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 853844825-003
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.