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
Formosa Plastics Corporation, U.S.A. Pension Plan
Corporate pensionLivingston, NJ
Assets
$346M
Total assets, Dec 31, 2024 reported
Funded
93.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Formosa Plastics Corporation, U.S.A.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Registered investment companies 99.8%
Consultants and advisers
4 firms
- UBS Asset Management Pension consultantthrough Dec 31, 2024 Form 5500
- FID Mgmt Trust Co Pension consultantthrough Dec 31, 2024 Form 5500
- Fidelity Investments General consultantthrough Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- UBS Asset Managementplan years 2023
- Empower Retirement, LLCplan years 2022
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
31 readings
Investment management fees
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 | 4,493 | $329M | $227M | 93.5% | $346M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,284 | $304M | $211M | 105.5% | $329M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,259 | $371M | $185M | 119.6% | $304M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Management Trust Co codes 13 17 50 $202,448 PY2024
- UBS Asset Management codes 17 50 $185,000 PY2024
- Fidelity Investments codes 11 PY2024
- UBS Asset Management codes 28 51 $138,750 PY2023
- Fidelity Investments codes 11 PY2023
- Fidelity Inv Instl Ops codes 16 17 50 $52,089 PY2022
- Empower Retirement LLC codes 52 60 62 63 68 72 99 $9,930 PY2022
- Fidelity Investments codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceFidelity Management Trust Co appears on Formosa Plastics Corporation, U.S.A. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with FID Mgmt Trust Coaskebsa.dol.gov
- Jan 1, 2024Funded status changedFormosa Plastics Corporation, U.S.A. Pension Plan funded ratio 105.5% -> 93.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceFidelity Inv Instl Ops no longer appears on Formosa Plastics Corporation, U.S.A. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedUBS Asset Management appears on Formosa Plastics Corporation, U.S.A. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with UBS Asset Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedFormosa Plastics Corporation, U.S.A. Pension Plan funded ratio 119.6% -> 105.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFormosa Plastics Corporation, U.S.A. Pension Plan plan assets $371M -> $304M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132968367-334
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.