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

Sumitomo Machinery Corporation of America Pension Plan

Corporate pensionChesapeake, VA
Assets
$55.6M
Total assets, Dec 31, 2024 reported
Funded
124.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
23
none on the tape
Plan sponsor: Sumitomo Machinery Corporation of America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
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
23 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$205,646 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$420,890 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$43.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$287,279 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$855,553 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$42.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$459,619 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$957,369 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$910,367 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$55.6M Dec 31, 2024 reported Form 5500
$55.9M (2023-12) · $53.6M (2022-12)
Plan assets
$55.9M Jan 1, 2024 reported Form 5500
$53.4M (2023-01) · $58.2M (2022-01)
Net assets
$55.6M Dec 31, 2024 reported Form 5500
$55.9M (2023-12) · $53.6M (2022-12)
Funded ratio
124.3% Jan 1, 2024 reported Form 5500
132.3% (2023-01) · 138.1% (2022-01)
Funding target
$46.5M Jan 1, 2024 reported Form 5500
$44.4M (2023-01) · $39.8M (2022-01)
Discount rate
5.27% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.52% (2022-01)
Participants
622 Jan 1, 2024 reported Form 5500
670 (2023-01) · 671 (2022-01)
Contributions
$2.1M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $4.5M (2022-12)
Benefits paid
$1.5M Dec 31, 2024 reported Form 5500
$2.9M (2023-12) · $1.0M (2022-12)
Net investment income
$-336,122 Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · $-4.7M (2022-12)
Investment management fees
$34,686 Dec 31, 2024 reported Form 5500
$33,548 (2023-12) · $33,080 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024622$55.9M$46.5M124.3%$55.6Mn/an/an/a
2023 to Dec 31, 2023670$53.4M$44.4M132.3%$55.9Mn/an/an/a
2022 to Dec 31, 2022671$58.2M$39.8M138.1%$53.6Mn/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 $239,032 PY2024
  • Principal Global Investors LLC codes 27 50 $24,686 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.7M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $205,646 PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $420,890 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $43.8M PY2024
  • Principal U.S. Property Sa-Z Sched. D P $1.2M PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $2.5M PY2024
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $1.7M PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Prin Intl Equity Index Sa-Z Sched. D P $2.1M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $243,438 PY2023
  • Principal Global Investors LLC codes 27 50 $23,548 PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $287,279 PY2023
  • Principal U.S. Property Sa-Z Sched. D P $3.8M PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $5.6M PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $855,553 PY2023
  • Prin High Income Sep Acct-Z Sched. D P PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $42.5M PY2023
  • Prin Intl Equity Index Sa-Z Sched. D P $2.4M PY2023
  • Prin Bond Market Index Sa-Z Sched. D P PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $459,619 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $194,931 PY2022
  • Principal Global Investors LLC codes 27 50 $23,080 PY2022
  • Prin Bond Market Index Sa-Z Sched. D P $15.0M PY2022
  • Principal U.S. Property Sa-Z Sched. D P $3.9M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $17.2M PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $910,367 PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $957,369 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $2.0M PY2022
  • Prin High Income Sep Acct-Z Sched. D P $1.4M PY2022
  • Prin Intl Equity Index Sa-Z Sched. D P $7.8M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
8 events
  • Dec 31, 2024Holding endedinference
    Sumitomo Machinery Corporation of America Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $459,619 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Sumitomo Machinery Corporation of America Pension Plan first reports an interest in Prin Ldi Ext Dur Sep Acct-Z (Principal): $2M at 2024-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Sumitomo Machinery Corporation of America Pension Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $3M at 2024-12-31
    with Principalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Sumitomo Machinery Corporation of America Pension Plan funded ratio 132.3% -> 124.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Sumitomo Machinery Corporation of America Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Sumitomo Machinery Corporation of America Pension Plan no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Sumitomo Machinery Corporation of America Pension Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $43M at 2023-12-31
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Sumitomo Machinery Corporation of America Pension Plan funded ratio 138.1% -> 132.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221815055-001
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.