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

American Chemet Corporation Retirement Income Plan

Corporate pensionEast Helena, MT
Assets
$16.5M
Total assets, Dec 31, 2024 reported
Funded
99.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American Chemet Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.6%
  • Non-interest-bearing cash 0.3%
  • Registered investment companies 22.2%
  • Common stock 73.9%
Consultants and advisers
1 firms
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)
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
Total assets
$16.5M Dec 31, 2024 reported Form 5500
$16.1M (2023-12) · $16.3M (2022-12)
Plan assets
$16.1M Jan 1, 2024 reported Form 5500
$13.9M (2023-01) · $24.2M (2022-01)
Net assets
$16.5M Dec 31, 2024 reported Form 5500
$16.1M (2023-12) · $13.9M (2022-12)
Funded ratio
99.4% Jan 1, 2024 reported Form 5500
84.3% (2023-01) · 135.0% (2022-01)
Funding target
$13.3M Jan 1, 2024 reported Form 5500
$13.1M (2023-01) · $15.1M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.48% (2022-01)
Participants
130 Jan 1, 2024 reported Form 5500
131 (2023-01) · 139 (2022-01)
Contributions
$2,277 Dec 31, 2024 reported Form 5500
$2,258 (2023-12) · $3,164 (2022-12)
Benefits paid
$651,045 Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $4.8M (2022-12)
Net investment income
$402,594 Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $-10.2M (2022-12)
Investment management fees
$132,420 Dec 31, 2024 reported Form 5500
$101,793 (2023-12) · $115,644 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024130$16.1M$13.3M99.4%$16.5Mn/an/an/a
2023 to Dec 31, 2023131$13.9M$13.1M84.3%$16.1Mn/an/an/a
2022 to Dec 31, 2022139$24.2M$15.1M135.0%$16.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jan 1, 2024Funded status changed
    American Chemet Corporation Retirement Income Plan funded ratio 84.3% -> 99.4% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    American Chemet Corporation Retirement Income Plan plan assets $14M -> $16M (+15.4%, 2023-01-01 to 2024-01-01)
  • Jan 1, 2023Funded status changed
    American Chemet Corporation Retirement Income Plan funded ratio 135.0% -> 84.3% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    American Chemet Corporation Retirement Income Plan plan assets $24M -> $14M (-42.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362057681-002
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.