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
Pension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc.
Corporate pensionBuffalo, NY
Assets
$43.0M
Total assets, Dec 31, 2024 reported
Funded
102.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Wieland Rolled Products North America Buffalo, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Registered investment companies 99.8%
Consultants and advisers
5 firms
- USI Consulting Group Actuarythrough Dec 31, 2024 Form 5500
- Burke Group / Usi Consulting Group Actuarythrough Dec 31, 2023 Form 5500
- Burke Group Actuarythrough Dec 31, 2022 Form 5500
- Onedigital Resources Invest Advisor Trusteethrough Dec 31, 2022 Form 5500
- Regions Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$20,000 (2023-12) · $20,000 (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 | 496 | $39.1M | $34.9M | 102.0% | $43.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 490 | $32.9M | $31.5M | 86.6% | $39.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 540 | $50.0M | $38.2M | 106.8% | $32.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Burke Group Now Part of Usi codes 11 50 $52,218 PY2024
- Onedigital Resources Invest Advisor codes 21 50 $20,000 PY2024
- Regions Bank codes 21 50 $10,000 PY2024
- USI Consulting Group codes 11 PY2024
- Burke Group LLC codes 11 50 $72,284 PY2023
- Onedigital Resources Invest Advisor codes 21 50 $20,000 PY2023
- Regions Bank codes 21 50 $10,000 PY2023
- Burke Group / Usi Consulting codes 11 PY2023
- Burke Group LLC codes 11 50 $98,812 PY2022
- Onedigital Resources Invest Advisor codes 21 50 $20,000 PY2022
- Regions Bank codes 21 50 $10,000 PY2022
- Burke Group codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedPension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc. funded ratio 86.6% -> 102.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc. plan assets $33M -> $39M (+18.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc. total assets $33M -> $39M (+18.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc. funded ratio 106.8% -> 86.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc. plan assets $50M -> $33M (-34.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 841148681-002
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.