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
Graymont U.S. Union Defined Benefit Pension Plan
Corporate pension
Assets
$20.7M
Total assets, Dec 31, 2024 reported
Funded
124.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Graymont (PA) Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.0%
- Common/collective trusts 94.8%
Consultants and advisers
2 firms
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Boston Partners3 rows, latest Dec 31, 2024
- Wellington Fd3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Wellington Trust Companyplan years 2022
- Boston Partnersplan years 2022
Commitments
6 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 | Boston Partners Large Cap Val Eq Fdcollective trust | Boston Partners | Public equity | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTC - Cif Core Bond Portfoliocollective trust | Wellington Fd | Fixed income | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Boston Partners Large Cap Val Eq Fdcollective trust | Boston Partners | Public equity | $17.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | WTC - Cif Core Bond Portfoliocollective trust | Wellington Fd | Fixed income | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | WTC - Cif Core Bond Portfoliocollective trust | Wellington Fd | Fixed income | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Boston Partners Large Cap Val Eq Fdcollective trust | Boston Partners | Public equity | $17.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 264 | $27.2M | $16.6M | 124.8% | $20.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 266 | $25.4M | $16.5M | 119.0% | $27.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 269 | $29.0M | $16.0M | 141.7% | $25.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Company codes 21 $12,247 PY2024
- Wellington Trust Company, N.A. codes 52 PY2024
- Boston Partners codes 52 PY2024
- WTC - Cif Core Bond Portfolio Sched. D C $6.9M PY2024
- Boston Partners Large Cap Val Eq Fd Sched. D C $12.7M PY2024
- Mercer codes 11 PY2024
- Principal Trust Company codes 21 $13,734 PY2023
- Boston Partners codes 52 PY2023
- Wellington Trust Company, N.A. codes 52 PY2023
- WTC - Cif Core Bond Portfolio Sched. D C $9.2M PY2023
- Boston Partners Large Cap Val Eq Fd Sched. D C $17.7M PY2023
- Mercer codes 11 PY2023
- Principal Trust Company codes 21 $13,629 PY2022
- Boston Partners codes 52 PY2022
- Wellington Trust Company, N.A. codes 52 PY2022
- WTC - Cif Core Bond Portfolio Sched. D C $7.6M PY2022
- Boston Partners Large Cap Val Eq Fd Sched. D C $17.3M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedGraymont U.S. Union Defined Benefit Pension Plan total assets $28M -> $21M (-24.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedGraymont U.S. Union Defined Benefit Pension Plan funded ratio 119.0% -> 124.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedGraymont U.S. Union Defined Benefit Pension Plan funded ratio 141.7% -> 119.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGraymont U.S. Union Defined Benefit Pension Plan plan assets $29M -> $25M (-12.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251527520-001
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.