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
Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC
Corporate pensionErie, PA
Assets
n/a
Total assets, May 15, 2025 reported
Funded
85.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Truck-Lite Co., LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Registered investment companies 62.6%
Consultants and advisers
5 firms
- Plante & Moran, PLLC Pension consultantthrough Dec 31, 2024 Form 5500
- P&m Holding Group, LLP Pension consultantthrough Dec 31, 2023 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough May 15, 2025 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Milliman, 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 Schedule C
From Schedule C (investment management, code 28)
- PNC Bankplan years 2025
- PNC Bank, National Associationplan 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
40 readings
Total assets
$13.1M (2024-12) · $13.9M (2023-12) · $22.9M (2022-12)
Contributions
$4.9M (2024-12) · $101,010 (2023-12) · $0 (2022-12)
Benefits paid
$5.9M (2024-12) · $11.0M (2023-12) · $1.9M (2022-12)
Net investment income
$-872,452 (2024-12) · $-9.0M (2023-12) · $-7.7M (2022-12)
Investment management fees
$67,696 (2024-12) · $94,779 (2023-12) · $109,670 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 15, 2025 | 108 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 169 | $13.9M | $17.9M | 85.5% | $13.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 305 | $22.9M | $28.0M | 84.7% | $13.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 309 | $30.6M | $27.9M | 104.0% | $22.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PNC Bank, National Association codes 28 51 $19,381 PY2025
- Gallagher Benefit Services, Inc. codes 11 50 $5,625 PY2025
- Plante & Moran, PLLC codes 13 17 $105,100 PY2024
- PNC Bank, National Association codes 28 51 $67,696 PY2024
- Gallagher Benefit Services, Inc. codes 11 50 $60,625 PY2024
- Milliman codes 11 50 $13,695 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Plante & Moran, PLLC codes 13 17 $106,616 PY2023
- PNC Bank, National Association codes 28 51 $94,779 PY2023
- Milliman codes 11 50 $49,077 PY2023
- Faegre Drinker Biddle & Reath LLP codes 29 $4,669 PY2023
- Milliman, Inc. codes 11 PY2023
- PNC Bank, National Association codes 28 51 $104,663 PY2022
- Milliman codes 11 50 $21,540 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2025Consultant changedinferencePlante & Moran, PLLC no longer appears on Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC's Schedule C as pension consultant (plan year 2025 vs 2024)with Plante & Moran, PLLCaskebsa.dol.gov
- May 15, 2025Assets changedDefined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC total assets $13M -> $0 (-100.0%, 2024-12-31 to 2025-05-15)
- Jan 1, 2024Assets changedDefined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC plan assets $23M -> $14M (-39.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferencePlante & Moran, PLLC appears on Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC's Schedule C as pension consultant (plan year 2023 vs 2022)with P&m Holding Group, LLPaskebsa.dol.gov
- Dec 31, 2023Assets changedDefined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC total assets $23M -> $14M (-39.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedDefined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC funded ratio 104.0% -> 84.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDefined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC plan assets $31M -> $23M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 274034515-005
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.