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

Alinabal, Inc. Retirement Plan

Corporate pensionMilford, CT
Assets
$17.7M
Total assets, Dec 31, 2024 reported
Funded
93.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
34
none on the tape
Plan sponsor: Alinabal, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Common/collective trusts 93.7%
  • Registered investment companies 5.3%
Consultants and advisers
2 firms
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
Commitments
34 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Allspring St Investment Fund S1collective trustPrincipalPooled vehicles$174,524 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$301,821 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$315,964 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$301,018 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$407,500 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$690,393 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/causeway International Vacollective trustPrincipalPooled vehicles$492,617 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$388,462 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Allspring St Investment Fund S1collective trustPrincipalPooled vehicles$216,493 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$324,714 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$343,534 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$330,406 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$408,977 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$729,414 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/causeway International Vacollective trustPrincipalPooled vehicles$522,804 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$412,234 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/causeway International Vacollective trustPrincipalPooled vehicles$526,981 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Voya Large Cap Growth Cit Ncollective trustPrincipalPublic equity$312,050 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring Growth Cit Ncollective trustAllspringPooled vehicles$168,258 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liability Driven Solution Cit Icollective trustWells FargoPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Liability Driven Solution Cit IIcollective trustPrincipalPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$332,823 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$337,680 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$315,908 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$298,385 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$732,495 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring St Investment Fund S1collective trustPrincipalPooled vehicles$225,052 heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$17.7M Dec 31, 2024 reported Form 5500
$18.3M (2023-12) · $17.8M (2022-12)
Plan assets
$18.3M Jan 1, 2024 reported Form 5500
$17.8M (2023-01) · $23.5M (2022-01)
Net assets
$17.7M Dec 31, 2024 reported Form 5500
$18.3M (2023-12) · $17.8M (2022-12)
Funded ratio
93.1% Jan 1, 2024 reported Form 5500
89.2% (2023-01) · 106.3% (2022-01)
Funding target
$20.3M Jan 1, 2024 reported Form 5500
$21.1M (2023-01) · $20.8M (2022-01)
Discount rate
5.09% Jan 1, 2024 reported Form 5500
5.15% (2023-01) · 5.32% (2022-01)
Participants
357 Jan 1, 2024 reported Form 5500
368 (2023-01) · 375 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.4M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.4M (2022-12)
Net investment income
$-621,997 Dec 31, 2024 reported Form 5500
$478,985 (2023-12) · $-5.7M (2022-12)
Investment management fees
$0 Dec 31, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024357$18.3M$20.3M93.1%$17.7M$0$0$0
2023 to Dec 31, 2023368$17.8M$21.1M89.2%$18.3M$0$0$0
2022 to Dec 31, 2022375$23.5M$20.8M106.3%$17.8M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Trust Company codes 15 19 21 50 $69,375 PY2024
  • USI Consulting Group codes 11 $31,620 PY2024
  • Principal Trust Company codes 15 19 21 62 PY2024
  • Liability Driven Sol Cit II N Sched. D C $3.1M PY2024
  • MFS Value Cit N Sched. D C $301,821 PY2024
  • Multi-Manager Small Cap Cit N Sched. D C $315,964 PY2024
  • Short Term Investment Fund S1 Sched. D C $174,524 PY2024
  • Liability Driven Sol Cit I N Sched. D C $9.4M PY2024
  • Causeway Intl Value Cit N Sched. D C $492,617 PY2024
  • AB Large Cap Growth Cit N Sched. D C $388,462 PY2024
  • T Rowe Price Instl Eq Inc Mgd Cit N Sched. D C $301,018 PY2024
  • T Rowe Price Instl Lcg Mgd Cit N Sched. D C $407,500 PY2024
  • Blackrock S&p Midcap Index Cit N Sched. D C $690,393 PY2024
  • Blackrock S&p 500 Index Cit N Sched. D C $1.2M PY2024
  • USI Consulting Group codes 11 PY2024
  • Principal Trust Company codes 15 19 21 50 $67,422 PY2023
  • USI Consulting Group codes 11 $45,850 PY2023
  • Principal Trust Company codes 15 19 21 62 PY2023
  • Short Term Investment Fund S1 Sched. D C $216,493 PY2023
  • Liability Driven Sol Cit I N Sched. D C $9.6M PY2023
  • Liability Driven Sol Cit II N Sched. D C $3.1M PY2023
  • MFS Value Cit N Sched. D C $324,714 PY2023
  • Multi-Manager Small Cap Cit N Sched. D C $343,534 PY2023
  • T Rowe Price Instl Eq Inc Mgd Cit N Sched. D C $330,406 PY2023
  • T Rowe Price Instl Lcg Mgd Cit N Sched. D C $408,977 PY2023
  • Blackrock S&p Midcap Index Cit N Sched. D C $729,414 PY2023
  • Blackrock S&p 500 Index Cit N Sched. D C $1.3M PY2023
  • Causeway Intl Value Cit N Sched. D C $522,804 PY2023
  • AB Large Cap Growth Cit N Sched. D C $412,234 PY2023
  • Allspring Growth Cit N Sched. D C PY2023
  • Voya Large Cap Growth Cit N Sched. D C PY2023
  • USI Consulting Group codes 11 PY2023
  • Principal Trust Company codes 15 19 21 50 $69,299 PY2022
  • USI Consulting Group codes 11 $38,265 PY2022
  • Principal Trust Company codes 15 19 21 62 PY2022
  • Liability Driven Sol Cit II N Sched. D C $3.4M PY2022
  • MFS Value Cit N Sched. D C $332,823 PY2022
  • Multi-Manager Small Cap Cit N Sched. D C $337,680 PY2022
  • T Rowe Price Instl Eq Inc Mgd Cit N Sched. D C $315,908 PY2022
  • T Rowe Price Instl Lcg Mgd Cit N Sched. D C $298,385 PY2022
  • Blackrock S&p Midcap Index Cit N Sched. D C $732,495 PY2022
  • Blackrock S&p 500 Index Cit N Sched. D C $1.3M PY2022
  • Causeway Intl Value Cit N Sched. D C $526,981 PY2022
  • Voya Large Cap Growth Cit N Sched. D C $312,050 PY2022
  • Short Term Investment Fund S1 Sched. D C $225,052 PY2022
  • Allspring Growth Cit N Sched. D C $168,258 PY2022
  • Liability Driven Sol Cit I N Sched. D C $9.0M PY2022
  • USI Consulting Group codes 11 PY2022
What changed
6 events
  • Jan 1, 2024Funded status changed
    Alinabal, Inc. Retirement Plan funded ratio 89.2% -> 93.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Alinabal, Inc. Retirement Plan first reports an interest in Principal/ab Large Cap Growth Cit N: $412,234 at 2023-12-31
    with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Alinabal, Inc. Retirement Plan no longer reports Voya Large Cap Growth Cit N (last held $312,050 at 2022-12-31; absent from the 2023-12-31 filing)
    with Voya Large Cap Growth Cit Naskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Alinabal, Inc. Retirement Plan no longer reports Allspring Growth Cit N (last held $168,258 at 2022-12-31; absent from the 2023-12-31 filing)
    with Allspring Growth Cit Naskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Alinabal, Inc. Retirement Plan funded ratio 106.3% -> 89.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Alinabal, Inc. Retirement Plan plan assets $24M -> $18M (-24.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133009406-001
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.