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
General Devices Company, Inc. Employees' Pension Plan
Corporate pensionIndianapolis, IN
Assets
$4.0M
Total assets, Feb 28, 2025 reported
Funded
71.3%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
10
none on the tape
Plan sponsor: General Devices Company, Inc.
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 75.1%
Consultants and advisers
3 firms
- October Three Actuarythrough Feb 28, 2025 Form 5500
- National Bank of Indianapolis Corp Trusteethrough Feb 29, 2024 Form 5500
- Mccready and Keene, Inc. Actuarythrough Feb 28, 2023 Form 5500
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
- Principal10 rows, latest Feb 28, 2025
From Schedule C (investment management, code 28)
- Brookstone Capital Managementplan years 2023
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Feb 28, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $955,868 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $292,306 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $26,553 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $68,650 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $497,610 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Principal Overseas Sep Acct-Zseparate account | Principal | Pooled vehicles | $126,209 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $978,557 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 29, 2024 | Prin Org Emg Mkts Sep Acct-Zseparate account | Principal | Pooled vehicles | $90,004 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 Feb 28, 2025 | 167 | $3.1M | $4.6M | 71.3% | $4.0M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 183 | $3.5M | $5.1M | 73.9% | $3.2M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 198 | $4.7M | $6.0M | 82.6% | $3.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $67,696 PY2024
- Mccready & Keene codes 11 50 $29,698 PY2024
- Dean Dorton Allen Ford PLLC codes 10 50 $10,000 PY2024
- Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2024
- Prin Diversified Intl Sa-Z Sched. D P PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $2.0M PY2024
- Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $955,868 PY2024
- Principal Overseas Sep Acct-Z Sched. D P PY2024
- October Three codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $170,847 PY2023
- Brookstone Capital Management codes 28 51 $10,644 PY2023
- Vonlehman & Co., Inc. codes 10 50 $9,900 PY2023
- National Bank of Indianapolis Corp codes 21 50 $5,660 PY2023
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.1M PY2023
- Prin Smcap S&p 600 Index Sa-Z Sched. D P $26,553 PY2023
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P $68,650 PY2023
- Prin Diversified Intl Sa-Z Sched. D P $292,306 PY2023
- Principal Overseas Sep Acct-Z Sched. D P $126,209 PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $978,557 PY2023
- Prin Org Emg Mkts Sep Acct-Z Sched. D P $90,004 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $497,610 PY2023
- Mccready and Keene, Inc. codes 11 PY2023
- Brookstone Capital Management codes 28 51 $35,250 PY2022
- Mccready and Keene, Inc. codes 11 PY2022
What changed
12 events
- Feb 28, 2025Holding endedinferenceGeneral Devices Company, Inc. Employees' Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $68,650 at 2024-02-29; absent from the 2025-02-28 filing)with Principalaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceGeneral Devices Company, Inc. Employees' Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $90,004 at 2024-02-29; absent from the 2025-02-28 filing)with Principalaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceGeneral Devices Company, Inc. Employees' Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $1M at 2024-02-29; absent from the 2025-02-28 filing)with Principalaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceGeneral Devices Company, Inc. Employees' Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $26,553 at 2024-02-29; absent from the 2025-02-28 filing)with Principalaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceGeneral Devices Company, Inc. Employees' Pension Plan no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $292,306 at 2024-02-29; absent from the 2025-02-28 filing)with Principalaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceGeneral Devices Company, Inc. Employees' Pension Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $126,209 at 2024-02-29; absent from the 2025-02-28 filing)with Principalaskebsa.dol.gov
- Feb 28, 2025Assets changedGeneral Devices Company, Inc. Employees' Pension Plan total assets $3M -> $4M (+22.1%, 2024-02-29 to 2025-02-28)
- Dec 31, 2024Manager relationship endedinferenceBrookstone Capital Management no longer appears on General Devices Company, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brookstone Capital Managementaskebsa.dol.gov
- Mar 1, 2024Funded status changedGeneral Devices Company, Inc. Employees' Pension Plan funded ratio 73.9% -> 71.3% (2023-03-01 to 2024-03-01)
- Feb 29, 2024Assets changedGeneral Devices Company, Inc. Employees' Pension Plan total assets $4M -> $3M (-10.2%, 2023-02-28 to 2024-02-29)
- Mar 1, 2023Funded status changedGeneral Devices Company, Inc. Employees' Pension Plan funded ratio 82.6% -> 73.9% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedGeneral Devices Company, Inc. Employees' Pension Plan plan assets $5M -> $3M (-26.0%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350922446-001
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.