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
Berry Global, Inc. Defined Benefit Pension Plan
Corporate pensionEvansville, IN
Assets
$224M
Total assets, Sep 30, 2025 reported
Funded
98.6%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Pliant, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.9%
- U.S. Government securities 37.4%
- Registered investment companies 54.5%
Consultants and advisers
3 firms
- Cbiz Ris Actuarythrough Sep 30, 2023 Form 5500
- Fifth Third Bank Directed trusteethrough Sep 30, 2023 Form 5500
- Cbiz Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
33 readings
Investment management fees
$201,968 (2024-09) · $207,847 (2023-09)
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 Sep 30, 2025 | 3,636 | $227M | $201M | 98.6% | $224M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 3,685 | $201M | $206M | 96.1% | $227M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 4,767 | $206M | $227M | 96.2% | $201M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz codes 11 $399,775 PY2024
- Fifth Third Bank codes 25 $213,210 PY2024
- Harding, Shymanski & Co. codes 10 $30,000 PY2024
- Cbiz codes 11 PY2024
- Cbiz codes 11 $269,966 PY2023
- Fifth Third Bank codes 25 $201,968 PY2023
- Harding, Shymanski & Co. codes 10 $26,700 PY2023
- Cbiz codes 11 PY2023
- Cbiz codes 11 $232,505 PY2022
- Fifth Third Bank codes 25 $207,847 PY2022
- Harding, Shymanski & Co. codes 10 $28,700 PY2022
- Cbiz codes 11 PY2022
What changed
3 events
- Oct 1, 2024Funded status changedBerry Global, Inc. Defined Benefit Pension Plan funded ratio 96.1% -> 98.6% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedBerry Global, Inc. Defined Benefit Pension Plan plan assets $201M -> $227M (+13.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedBerry Global, Inc. Defined Benefit Pension Plan total assets $201M -> $227M (+13.2%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 432107725-001
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.