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

Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant

Corporate pensionLeetsdale, PA
Assets
$5.5M
Total assets, Dec 31, 2024 reported
Funded
90.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: Libertas Copper, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 53.3%
  • Pooled separate accounts 45.5%
Consultants and advisers
1 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
24 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 Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$160,273 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$116,526 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$108,771 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$59,498 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$115,806 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$129,481 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$993,171 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$818,166 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$150,752 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$115,885 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$103,701 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$60,872 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$115,269 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$123,644 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$797,177 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$806,758 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$131,374 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$111,455 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$99,075 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$68,427 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$109,591 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$104,995 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$633,239 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$834,808 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$5.5M Dec 31, 2024 reported Form 5500
$5.3M (2023-12) · $5.4M (2022-12)
Plan assets
$5.3M Jan 1, 2024 reported Form 5500
$5.4M (2023-01) · $5.3M (2022-01)
Net assets
$5.5M Dec 31, 2024 reported Form 5500
$5.3M (2023-12) · $5.2M (2022-12)
Funded ratio
90.9% Jan 1, 2024 reported Form 5500
93.2% (2023-01) · 96.9% (2022-01)
Funding target
$5.8M Jan 1, 2024 reported Form 5500
$5.8M (2023-01) · $5.5M (2022-01)
Discount rate
5.26% Jan 1, 2024 reported Form 5500
5.36% (2023-01) · 5.54% (2022-01)
Participants
258 Jan 1, 2024 reported Form 5500
263 (2023-01) · 265 (2022-01)
Contributions
$142,562 Dec 31, 2024 reported Form 5500
$104,584 (2023-12) · $215,107 (2022-12)
Benefits paid
$174,591 Dec 31, 2024 reported Form 5500
$176,681 (2023-12) · $167,889 (2022-12)
Net investment income
$196,639 Dec 31, 2024 reported Form 5500
$94,941 (2023-12) · $-134,504 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024258$5.3M$5.8M90.9%$5.5Mn/an/an/a
2023 to Dec 31, 2023263$5.4M$5.8M93.2%$5.3Mn/an/an/a
2022 to Dec 31, 2022265$5.3M$5.5M96.9%$5.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • USI Consulting Group codes 11 50 $44,113 PY2024
  • Principal U.S. Separate Account Sched. D P PY2024
  • Principal Midcap Value III Sa-R6 Sched. D P PY2024
  • Principal Smallcap Sep Account R6 Sched. D P $160,273 PY2024
  • Principal Midcap Separate Acct R6 Sched. D P PY2024
  • Principal Bond Emph Bal Sep Acct-R6 Sched. D P PY2024
  • Principal Stk Emph Bal Sep Acct-R6 Sched. D P PY2024
  • Principal Govt & Hq Bond Sa-R6 Sched. D P $116,526 PY2024
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $108,771 PY2024
  • Prin Lgcap Blend I Sep Acct-R6 Sched. D P PY2024
  • Prin U.S. Property Sep Acct-R6 Sched. D P $59,498 PY2024
  • Prin Core Plus Bond Sep Acct-R6 Sched. D P $115,806 PY2024
  • Prin Diversified Intl Sa-R6 Sched. D P $129,481 PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $993,171 PY2024
  • Prin Fin Group, Inc. Stock Sa-R6 Sched. D P $818,166 PY2024
  • USI Consulting Group codes 11 PY2024
  • USI Consulting Group codes 11 50 $24,976 PY2023
  • R. D. Hoag & Associates, LLC codes 10 $6,310 PY2023
  • Principal U.S. Separate Account Sched. D P PY2023
  • Principal Midcap Value III Sa-R6 Sched. D P PY2023
  • Principal Smallcap Sep Account R6 Sched. D P $150,752 PY2023
  • Principal Midcap Separate Acct R6 Sched. D P PY2023
  • Principal Bond Emph Bal Sep Acct-R6 Sched. D P PY2023
  • Principal Stk Emph Bal Sep Acct-R6 Sched. D P PY2023
  • Principal Govt & Hq Bond Sa-R6 Sched. D P $115,885 PY2023
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $103,701 PY2023
  • Prin Lgcap Blend I Sep Acct-R6 Sched. D P PY2023
  • Prin U.S. Property Sep Acct-R6 Sched. D P $60,872 PY2023
  • Prin Core Plus Bond Sep Acct-R6 Sched. D P $115,269 PY2023
  • Prin Diversified Intl Sa-R6 Sched. D P $123,644 PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $797,177 PY2023
  • Prin Fin Group, Inc. Stock Sa-R6 Sched. D P $806,758 PY2023
  • USI Consulting Group codes 11 PY2023
  • USI Consulting Group codes 11 50 $6,148 PY2022
  • Principal U.S. Separate Account Sched. D P PY2022
  • Principal Midcap Value III Sa-R6 Sched. D P PY2022
  • Principal Smallcap Sep Account R6 Sched. D P $131,374 PY2022
  • Principal Midcap Separate Acct R6 Sched. D P PY2022
  • Principal Bond Emph Bal Sep Acct-R6 Sched. D P PY2022
  • Principal Stk Emph Bal Sep Acct-R6 Sched. D P PY2022
  • Principal Govt & Hq Bond Sa-R6 Sched. D P $111,455 PY2022
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $99,075 PY2022
  • Prin Lgcap Blend I Sep Acct-R6 Sched. D P PY2022
  • Prin U.S. Property Sep Acct-R6 Sched. D P $68,427 PY2022
  • Prin Core Plus Bond Sep Acct-R6 Sched. D P $109,591 PY2022
  • Prin Diversified Intl Sa-R6 Sched. D P $104,995 PY2022
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $633,239 PY2022
  • Prin Fin Group, Inc. Stock Sa-R6 Sched. D P $834,808 PY2022
  • USI Consulting Group codes 11 PY2022
What changed
2 events
  • Jan 1, 2024Funded status changed
    Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant funded ratio 93.2% -> 90.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant funded ratio 96.9% -> 93.2% (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 453636909-001
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.