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
MSA Pension Plan
Corporate pensionCranberry Township, PA
Assets
$575M
Total assets, Dec 31, 2024 reported
Funded
141.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: MSA Worldwide, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 5.5%
- U.S. Government securities 7.7%
- Other investments 0.1%
- 103-12 investment entities 7.1%
- Common/collective trusts 9.9%
- Common stock 68.6%
Consultants and advisers
12 firms
- Aon ActuaryPension consultantthrough Dec 31, 2023 Form 5500
- Baird Investment adviser (plan)through Dec 31, 2022 Form 5500
- G W & K Investment Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bilkey Katz Investment Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
- Acadian Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Global Tax Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sanders Capital LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Alliance Bernstein, L.P. Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank Actuarythrough Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Baker Tilly Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. 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
- Acadian Asset Management3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
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 | Acadian International All-Cap103 12 ie | Acadian Asset Management | Pooled vehicles | $41.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $56.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Acadian International All-Cap103 12 ie | Acadian Asset Management | Pooled vehicles | $37.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $45.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $44.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Acadian International All-Cap103 12 ie | Acadian Asset Management | Pooled vehicles | $33.2M 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 | 4,979 | $541M | $397M | 141.4% | $575M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,974 | $494M | $393M | 137.9% | $542M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,786 | $628M | $379M | 151.8% | $494M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sanders Capital, LLC codes 27 $476,918 PY2024
- AON Consulting Inc codes 11 $435,252 PY2024
- Alliance Bernstein, LP codes 27 $332,456 PY2024
- PNC Bank, Na codes 11 21 27 $303,434 PY2024
- Acadian Asset Management LLC codes 27 $285,450 PY2024
- G W & K Investment codes 27 $154,525 PY2024
- Robert Baird & Co codes 27 $110,626 PY2024
- Northern Trust Company codes 21 27 99 $54,525 PY2024
- Bilkey Katz Investment codes 27 $45,000 PY2024
- Baker Tilly codes 10 99 $15,750 PY2024
- Global Tax Management codes 27 $11,980 PY2024
- Reed Smith LLP codes 29 $10,828 PY2024
- NT Collective S&p 500 Index Fund Sched. D C $56.8M PY2024
- Acadian International All-Cap Fund Sched. D E $41.0M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Sanders Capital, LLC codes 27 $504,963 PY2023
- AON Consulting Inc codes 11 $418,069 PY2023
- Alliance Bernstein, LP codes 27 $368,715 PY2023
- Acadian Asset Management LLC codes 27 $248,174 PY2023
- Robert Baird & Co codes 27 $169,428 PY2023
- G W & K Investment codes 27 $136,069 PY2023
- Northern Trust Company codes 21 27 99 $64,405 PY2023
- Reed Smith LLP codes 29 $62,618 PY2023
- Bilkey Katz Investment codes 27 $44,250 PY2023
- Global Tax Management codes 27 $22,580 PY2023
- Baker Tilly codes 10 99 $17,000 PY2023
- Acadian International All-Cap Fund Sched. D E $37.4M PY2023
- NT Collective S&p 500 Index Fund Sched. D C $45.4M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Alliance Bernstein, LP codes 27 $537,439 PY2022
- AON Consulting Inc codes 17 $435,226 PY2022
- Sanders Capital, LLC codes 27 $386,118 PY2022
- Acadian Asset Management LLC codes 27 $277,754 PY2022
- Robert Baird & Co codes 27 $159,543 PY2022
- G W & K Investment codes 27 $135,979 PY2022
- Northern Trust Company codes 21 27 99 $47,966 PY2022
- Bilkey Katz Investment codes 27 $42,000 PY2022
- Global Tax Management codes 27 $17,268 PY2022
- Baker Tilly codes 11 99 $14,385 PY2022
- Reed Smith LLP codes 29 $6,412 PY2022
- NT Collective S&p 500 Index Fund Sched. D C $44.6M PY2022
- Acadian International All-Cap Fund Sched. D E $33.2M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferencePNC Bank, Na appears on MSA Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with PNC Bankaskebsa.dol.gov
- Jan 1, 2024Funded status changedMSA Pension Plan funded ratio 137.9% -> 141.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAON Consulting Inc no longer appears on MSA Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Aonaskebsa.dol.gov
- Jan 1, 2023Funded status changedMSA Pension Plan funded ratio 151.8% -> 137.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMSA Pension Plan plan assets $628M -> $494M (-21.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 464914866-001
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.