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
Structure-Tone, Inc. Pension Plan
Corporate pensionNEW York, NY
Assets
$84.6M
Total assets, Oct 31, 2025 reported
Funded
100.7%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
10
none on the tape
Plan sponsor: Global Infrastructure Solutions Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
4 firms
- Mercer Investment adviser (plan)Actuarythrough Oct 31, 2025 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Oct 31, 2024 Form 5500
- Morgan Stanley Smith Barney Investment adviser (plan)through Oct 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Oct 31, 2024 Form 5500
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
- Principal10 rows, latest Oct 31, 2025
From Schedule C (investment management, code 28)
- Goldman Sachs Asset Managementplan years 2023
Commitments
10 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 Oct 31, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $59.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $20.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $84.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Prin Glbl Emerg Markets Sa-Zseparate account | Principal | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $44.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$75,207 (2024-10) · $220,496 (2023-10)
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 Oct 31, 2025 | 696 | $86.0M | $85.4M | 100.7% | $84.6M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 704 | $79.5M | $76.8M | 112.6% | $86.0M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 707 | $75.8M | $78.7M | 105.9% | $79.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $116,077 PY2024
- Morgan Stanley Global codes 27 50 $84,684 PY2024
- Mercer codes 27 50 $9,600 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $5.0M PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $59.1M PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $20.5M PY2024
- Principal Financial Group codes 11 PY2024
- Mercer (US) LLC codes 11 13 27 50 $147,400 PY2023
- Principal Life Insurance Company codes 13 50 64 $123,424 PY2023
- Morgan Stanley Global Ba codes 27 28 50 99 $57,332 PY2023
- Principal Global Investors LLC codes 27 99 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $1.6M PY2023
- Prin Glbl Emerg Markets Sa-Z Sched. D P PY2023
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2023
- Prin Intl Equity Index Sa-Z Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $84.4M PY2023
- Principal Financial Group codes 11 PY2023
- Mercer codes 11 17 50 $318,700 PY2022
- Goldman Sachs Asset Management LP codes 28 50 $214,134 PY2022
- Principal Life Insurance Company codes 13 50 64 $140,200 PY2022
- Morgan Stanley Global codes 27 50 $6,362 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $7.5M PY2022
- Prin Glbl Emerg Markets Sa-Z Sched. D P $1.9M PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $19.6M PY2022
- Prin Smcap Growth I Sep Acct-Z Sched. D P PY2022
- Prin Intl Equity Index Sa-Z Sched. D P $5.8M PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $44.6M PY2022
- Russell 1000 Index Nl Fund Sched. D C PY2022
- Gstco Intermediate Duration Cr Sched. D C PY2022
- Gstco Long Duration Credit F Sched. D C PY2022
- Gstco Long Treasury Strips F Sched. D C PY2022
- State Street Msci Emerging Mark Sched. D C PY2022
- NON US Equity Managers Portfolio Sched. D C PY2022
- Mercer codes 11 PY2022
What changed
9 events
- Oct 31, 2025Holding startedStructure-Tone, Inc. Pension Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $59M at 2025-10-31with Principalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePrincipal Global Investors LLC no longer appears on Structure-Tone, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Global Investors LLCaskebsa.dol.gov
- Nov 1, 2024Funded status changedStructure-Tone, Inc. Pension Plan funded ratio 112.6% -> 100.7% (2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding endedinferenceStructure-Tone, Inc. Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $20M at 2023-10-31; absent from the 2024-10-31 filing)with Principalaskebsa.dol.gov
- Oct 31, 2024Holding endedinferenceStructure-Tone, Inc. Pension Plan no longer reports Prin Intl Equity Index Sa-Z (Principal) (last held $6M at 2023-10-31; absent from the 2024-10-31 filing)with Principalaskebsa.dol.gov
- Oct 31, 2024Holding endedinferenceStructure-Tone, Inc. Pension Plan no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $2M at 2023-10-31; absent from the 2024-10-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGoldman Sachs Asset Management LP no longer appears on Structure-Tone, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePrincipal Global Investors LLC appears on Structure-Tone, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Principal Global Investors LLCaskebsa.dol.gov
- Nov 1, 2023Funded status changedStructure-Tone, Inc. Pension Plan funded ratio 105.9% -> 112.6% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 814302917-002
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.