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

Ermco Defined Benefit Plan

Corporate pensionDyersburg, TN
Assets
$79.1M
Total assets, Dec 31, 2024 reported
Funded
93.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Electric Research and Manufacturing Cooperative, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 63.2%
  • Pooled separate accounts 0.6%
  • Registered investment companies 33.7%
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
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$448,052 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024DB Growth Portfoliocollective trustGreat Gray Trust CompanyPooled vehicles$50.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$79.1M Dec 31, 2024 reported Form 5500
Plan assets
$62.6M Jan 1, 2024 reported Form 5500
Net assets
$79.1M Dec 31, 2024 reported Form 5500
Funded ratio
93.6% Jan 1, 2024 reported Form 5500
Funding target
$67.0M Jan 1, 2024 reported Form 5500
Discount rate
5.32% Jan 1, 2024 reported Form 5500
Participants
2,030 Jan 1, 2024 reported Form 5500
Contributions
$18.0M Dec 31, 2024 reported Form 5500
Benefits paid
$3.3M Dec 31, 2024 reported Form 5500
Net investment income
$12.7M Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,030$62.6M$67.0M93.6%$79.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $225,936 PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $448,052 PY2024
  • DB Growth Portfolio Inst Fund Sched. D C $50.0M PY2024
  • Principal Financial Group codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610701489-003
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.