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

Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees

Corporate pensionMonaca, PA

Assets

$17.2M

Total assets, Dec 31, 2024 reported

Funded

95.5%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Bvpv Styrenics LLC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Pooled separate accounts 99.3%

Consultants and advisers

1 firms

Principal Financial Group Actuarythrough Dec 31, 2022 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

Principal36 rows, latest Dec 31, 2024

Commitments

36 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$289,820 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$873,991 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Core Plus Bond Sep Acct-Zseparate account	Principal	Fixed income	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$526,889 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap Value II Sep Acct-Zseparate account	Principal	Pooled vehicles	$491,655 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Inflation Protect Sa-R6separate account	Principal	Pooled vehicles	$841,842 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Blue Chip Sa-Zseparate account	Principal	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Gl Real Est Sec Sa-Zseparate account	Principal	Pooled vehicles	$995,750 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$238,537 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Core Plus Bond Sep Acct-Zseparate account	Principal	Fixed income	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$414,020 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Smcap Value II Sep Acct-Zseparate account	Principal	Pooled vehicles	$433,736 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Inflation Protect Sa-R6separate account	Principal	Pooled vehicles	$701,686 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$852,550 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Blue Chip Sa-Zseparate account	Principal	Pooled vehicles	$922,851 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Gl Real Est Sec Sa-Zseparate account	Principal	Pooled vehicles	$877,965 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Org Emg Mkts Sep Acct-Zseparate account	Principal	Pooled vehicles	$679,124 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$7,638 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Core Plus Bond Sep Acct-Zseparate account	Principal	Fixed income	$3.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$321,157 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Smcap Value II Sep Acct-Zseparate account	Principal	Pooled vehicles	$441,362 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Inflation Protect Sa-R6separate account	Principal	Pooled vehicles	$705,164 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$889,551 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Blue Chip Sa-Zseparate account	Principal	Pooled vehicles	$721,956 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Gl Real Est Sec Sa-Zseparate account	Principal	Pooled vehicles	$622,625 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Org Emg Mkts Sep Acct-Zseparate account	Principal	Pooled vehicles	$395,505 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$17.2M Dec 31, 2024 reported Form 5500

$16.0M (2023-12) · $13.1M (2022-12)

Plan assets

$16.0M Jan 1, 2024 reported Form 5500

$13.1M (2023-01) · $18.0M (2022-01)

Net assets

$17.2M Dec 31, 2024 reported Form 5500

$16.0M (2023-12) · $13.1M (2022-12)

Funded ratio

95.5% Jan 1, 2024 reported Form 5500

94.7% (2023-01) · 127.7% (2022-01)

Funding target

$16.7M Jan 1, 2024 reported Form 5500

$15.2M (2023-01) · $14.5M (2022-01)

Discount rate

5.24% Jan 1, 2024 reported Form 5500

5.39% (2023-01) · 5.56% (2022-01)

Participants

173 Jan 1, 2024 reported Form 5500

181 (2023-01) · 176 (2022-01)

Contributions

$680,718 Dec 31, 2024 reported Form 5500

$1.7M (2023-12) · $0 (2022-12)

Benefits paid

$621,480 Dec 31, 2024 reported Form 5500

$391,035 (2023-12) · $2.1M (2022-12)

Net investment income

$1.2M Dec 31, 2024 reported Form 5500

$2.9M (2023-12) · $-5.0M (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	173	$16.0M	$16.7M	95.5%	$17.2M	n/a	n/a	n/a
2023 to Dec 31, 2023	181	$13.1M	$15.2M	94.7%	$16.0M	n/a	n/a	n/a
2022 to Dec 31, 2022	176	$18.0M	$14.5M	127.7%	$13.1M	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 $64,450 PY2024
Prin Liquid Assets Sep Acct-Z Sched. D P $289,820 PY2024
Prin Glbl Emerg Markets Sa-Z Sched. D P $873,991 PY2024
Prin Core Plus Bond Sep Acct-Z Sched. D P $4.0M PY2024
Prin Diversified Intl Sa-Z Sched. D P $2.5M PY2024
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.9M PY2024
Prin Smcap Growth I Sep Acct-Z Sched. D P $526,889 PY2024
Prin Smcap Value II Sep Acct-Z Sched. D P $491,655 PY2024
Prin Gl Real Est Sec Sa-Z Sched. D P $995,750 PY2024
Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
Prin Inflation Protect Sa-Z Sched. D P $841,842 PY2024
Prin Equity Income Sa-Z Sched. D P $1.0M PY2024
Prin Bond Market Index Sa-Z Sched. D P $1.5M PY2024
Prin Blue Chip Sa-Z Sched. D P $1.1M PY2024
Principal Financial Group codes 11 PY2024
Principal Life Insurance Company codes 13 50 64 $64,350 PY2023
Prin Blue Chip Sa-Z Sched. D P $922,851 PY2023
Prin Liquid Assets Sep Acct-Z Sched. D P $238,537 PY2023
Prin Core Plus Bond Sep Acct-Z Sched. D P $3.4M PY2023
Prin Diversified Intl Sa-Z Sched. D P $2.1M PY2023
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.3M PY2023
Prin Smcap Growth I Sep Acct-Z Sched. D P $414,020 PY2023
Prin Smcap Value II Sep Acct-Z Sched. D P $433,736 PY2023
Prin Inflation Protect Sa-Z Sched. D P $701,686 PY2023
Prin Equity Income Sa-Z Sched. D P $852,550 PY2023
Prin Bond Market Index Sa-Z Sched. D P $1.3M PY2023
Prin Gl Real Est Sec Sa-Z Sched. D P $877,965 PY2023
Prin Org Emg Mkts Sep Acct-Z Sched. D P $679,124 PY2023
Principal Financial Group codes 11 PY2023
Principal Life Insurance Company codes 13 50 64 $61,750 PY2022
Prin Core Plus Bond Sep Acct-Z Sched. D P $3.3M PY2022
Prin Diversified Intl Sa-Z Sched. D P $1.7M PY2022
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.6M PY2022
Prin Smcap Growth I Sep Acct-Z Sched. D P $321,157 PY2022
Prin Smcap Value II Sep Acct-Z Sched. D P $441,362 PY2022
Prin Inflation Protect Sa-Z Sched. D P $705,164 PY2022
Prin Equity Income Sa-Z Sched. D P $889,551 PY2022
Prin Bond Market Index Sa-Z Sched. D P $1.3M PY2022
Prin Blue Chip Sa-Z Sched. D P $721,956 PY2022
Prin Gl Real Est Sec Sa-Z Sched. D P $622,625 PY2022
Prin Liquid Assets Sep Acct-Z Sched. D P $7,638 PY2022
Prin Org Emg Mkts Sep Acct-Z Sched. D P $395,505 PY2022
Principal Financial Group codes 11 PY2022

What changed

6 events

Dec 31, 2024Holding endedinference
Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $679,124 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2024Holding started
Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees first reports an interest in Prin Glbl Emerg Markets Sa-Z (Principal): $873,991 at 2024-12-31
with Principalaskebsa.dol.gov
Jan 1, 2024Assets changed
Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees plan assets $13M -> $16M (+22.2%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Assets changed
Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees total assets $13M -> $16M (+22.6%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees funded ratio 127.7% -> 94.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees plan assets $18M -> $13M (-27.4%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 852318004-001

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.