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

United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension

Corporate pensionRosemont, IL
Assets
$3.0M
Total assets, Jul 31, 2025 reported
Funded
93.8%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
25
none on the tape
Plan sponsor: Velsicol Chemical, LLC
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.0%
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
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$185,068 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$525,974 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$12,055 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$31,699 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$564,346 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$69,143 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$145,477 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$110,259 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$443,162 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$10,623 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$26,541 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$616,583 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$48,510 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$30,146 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$268,314 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$158,502 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$615,269 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$14,246 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$39,601 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$594,342 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$73,025 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$48,658 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$3.0M Jul 31, 2025 reported Form 5500
$3.2M (2024-07) · $3.4M (2023-07)
Plan assets
$3.2M Aug 1, 2024 reported Form 5500
$3.4M (2023-08) · $3.8M (2022-08)
Net assets
$3.0M Jul 31, 2025 reported Form 5500
$3.2M (2024-07) · $3.4M (2023-07)
Funded ratio
93.8% Aug 1, 2024 reported Form 5500
98.7% (2023-08) · 102.8% (2022-08)
Funding target
$3.5M Aug 1, 2024 reported Form 5500
$3.7M (2023-08) · $4.0M (2022-08)
Discount rate
5.35% Aug 1, 2024 reported Form 5500
5.15% (2023-08) · 5.31% (2022-08)
Participants
121 Aug 1, 2024 reported Form 5500
128 (2023-08) · 136 (2022-08)
Contributions
$52,566 Jul 31, 2025 reported Form 5500
$30,463 (2024-07) · $0 (2023-07)
Benefits paid
$275,486 Jul 31, 2025 reported Form 5500
$302,247 (2024-07) · $315,264 (2023-07)
Net investment income
$-148,068 Jul 31, 2025 reported Form 5500
$-156,120 (2024-07) · $-406,408 (2023-07)
Investment management fees
$6,250 Jul 31, 2025 reported Form 5500
$5,000 (2024-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 2025121$3.2M$3.5M93.8%$3.0Mn/an/an/a
2023 to Jul 31, 2024128$3.4M$3.7M98.7%$3.2Mn/an/an/a
2022 to Jul 31, 2023136$3.8M$4.0M102.8%$3.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $27,573 PY2024
  • Principal Global Investors LLC codes 27 50 $6,250 PY2024
  • Prin Diversified Intl Sa-R5 Sched. D P $185,068 PY2024
  • Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $525,974 PY2024
  • Prin Smcap S&p 600 Index Sa-R4 Sched. D P $12,055 PY2024
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $31,699 PY2024
  • Prin U.S. Property Sep Acct-R4 Sched. D P PY2024
  • Principal Overseas Sep Acct-R4 Sched. D P $69,143 PY2024
  • Prin Ldi Intrm Dur Sep Acct-R4 Sched. D P $1.6M PY2024
  • Prin Org Emg Mkts Sep Acct Sched. D P PY2024
  • Prin Ldi Long Duration Sa-R4 Sched. D P $564,346 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $31,269 PY2023
  • Principal Global Investors LLC codes 27 50 $5,000 PY2023
  • Prin Smcap S&p 600 Index Sa-R4 Sched. D P $10,623 PY2023
  • Prin U.S. Property Sep Acct-R4 Sched. D P $145,477 PY2023
  • Prin Diversified Intl Sa-R5 Sched. D P $110,259 PY2023
  • Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $443,162 PY2023
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $26,541 PY2023
  • Prin Ldi Long Duration Sa-R4 Sched. D P $616,583 PY2023
  • Principal Overseas Sep Acct-R4 Sched. D P $48,510 PY2023
  • Prin Ldi Intrm Dur Sep Acct-R4 Sched. D P $1.7M PY2023
  • Prin Org Emg Mkts Sep Acct Sched. D P $30,146 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $23,964 PY2022
  • Prin U.S. Property Sep Acct-R4 Sched. D P $268,314 PY2022
  • Prin Diversified Intl Sa-R5 Sched. D P $158,502 PY2022
  • Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $615,269 PY2022
  • Prin Smcap S&p 600 Index Sa-R4 Sched. D P $14,246 PY2022
  • Prin Ldi Intrm Dur Sep Acct-R4 Sched. D P $1.5M PY2022
  • Prin Intl Smallcap Sep Acct-R4 Sched. D P PY2022
  • Prin Org Emg Mkts Sep Acct Sched. D P $48,658 PY2022
  • Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $39,601 PY2022
  • Prin Ldi Long Duration Sa-R4 Sched. D P $594,342 PY2022
  • Principal Overseas Sep Acct-R4 Sched. D P $73,025 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Jul 31, 2025Holding endedinference
    United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension no longer reports Principal U.S. Property Sa-Z (Principal) (last held $145,477 at 2024-07-31; absent from the 2025-07-31 filing)
    with Principalaskebsa.dol.gov
  • Jul 31, 2025Holding endedinference
    United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $30,146 at 2024-07-31; absent from the 2025-07-31 filing)
    with Principalaskebsa.dol.gov
  • Aug 1, 2024Funded status changed
    United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension funded ratio 98.7% -> 93.8% (2023-08-01 to 2024-08-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Principal Global Investors LLC appears on United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Aug 1, 2023Funded status changed
    United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension funded ratio 102.8% -> 98.7% (2022-08-01 to 2023-08-01)
    askebsa.dol.gov
  • Aug 1, 2023Assets changed
    United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension plan assets $4M -> $3M (-10.8%, 2022-08-01 to 2023-08-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362581533-006
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.