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
Mohawk Fine Papers Inc. Non-Union Retirement Income Plan
Corporate pensionCohoes, NY
Assets
$23.0M
Total assets, Dec 31, 2023 reported
Funded
91.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Mohawk Fine Papers Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.3%
- Registered investment companies 0.7%
Consultants and advisers
3 firms
- Bellwether Consulting Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
- Transamerica Actuarythrough 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)
- J.P. Morgan Investment Managementplan years 2022
Commitments
2 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, 2023 | Commingled Pension Trust Fund (ldicollective trust | Jpmorgan Chase Bank, N.A. | Pooled vehicles | $22.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Commingled Pension Trust Fund (ldicollective trust | Jpmorgan Chase Bank, N.A. | Pooled vehicles | $23.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 247 | $23.5M | $28.4M | 91.0% | $23.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 254 | $34.2M | $28.2M | 115.7% | $23.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Jpmorgan Investment Management Inc. codes 28 50 $112,466 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $45,023 PY2023
- Bellwether Consulting LLC codes 17 50 $10,350 PY2023
- Bonadio & Co., LLP codes 10 50 $9,250 PY2023
- Jpmorgan Chase Bk Diversi Balan Fd Sched. D C $22.8M PY2023
- Transamerica codes 11 PY2023
- Jpmorgan Investment Management Inc. codes 28 50 $140,751 PY2022
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $45,327 PY2022
- Bellwether Consulting LLC codes 17 50 $13,800 PY2022
- Bonadio & Co., LLP codes 10 50 $8,750 PY2022
- Jpmorgan Chase Bk Diversi Balan Fd Sched. D C $23.4M PY2022
- Transamerica codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedMohawk Fine Papers Inc. Non-Union Retirement Income Plan funded ratio 115.7% -> 91.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMohawk Fine Papers Inc. Non-Union Retirement Income Plan plan assets $34M -> $24M (-31.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 146075575-003
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.