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
Portland Cement Association Retirement Plan
Corporate pensionAlexandria, VA
Assets
$84,171
Total assets, Dec 31, 2024 reported
Funded
119.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Portland Cement Association
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
3 firms
- Parkside Investments Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 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
$79,126 (2023-12) · $81,390 (2022-12)
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 | 170 | $22.2M | $19.4M | 119.8% | $84,171 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 175 | $20.0M | $19.8M | 111.5% | $22.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 179 | $24.5M | $19.7M | 117.7% | $20.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Aon codes 11 $367,505 PY2024
- Sidley Austin LLP codes 29 $244,258 PY2024
- Parkside Investments codes 27 $61,447 PY2024
- Fifth Third Bank codes 13 65 $5,081 PY2024
- AON Consulting, Inc. codes 11 PY2024
- Parkside Investments codes 27 $79,126 PY2023
- Fifth Third Bank codes 13 65 $5,000 PY2023
- AON Consulting, Inc. codes 11 PY2023
- Parkside Investments codes 27 $81,390 PY2022
- Fifth Third Bank codes 15 65 $5,000 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedPortland Cement Association Retirement Plan total assets $22M -> $84,171 (-99.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPortland Cement Association Retirement Plan funded ratio 111.5% -> 119.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPortland Cement Association Retirement Plan plan assets $20M -> $22M (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPortland Cement Association Retirement Plan total assets $20M -> $22M (+10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPortland Cement Association Retirement Plan funded ratio 117.7% -> 111.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPortland Cement Association Retirement Plan plan assets $25M -> $20M (-18.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361638940-001
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.