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
Lancaster Colony Legacy Pension Plan
Corporate pensionWesterville, OH
Assets
n/a
Total assets, Jun 30, 2025 reported
Funded
88.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2024
Commitments
0
none on the tape
Plan sponsor: Lancaster Glass Corporation
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 3.9%
- Master trust investment accounts 96.1%
Consultants and advisers
4 firms
- Alta Trust Company Investment adviser (plan)through Jun 30, 2025 Form 5500
- Highland Consulting Investment adviser (plan)through Jun 30, 2025 Form 5500
- Cbiz Ris Actuarythrough Jun 30, 2023 Form 5500
- Cbiz Benefits & Insurance Services Actuarythrough Jun 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
32 readings
Net investment income
$-633,353 (2024-06) · $-760,636 (2023-06)
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 Jun 30, 2025 | 500 | $16.5M | $16.0M | 88.0% | $0 | n/a | $0 | n/a |
| 2023 to Jun 30, 2024 | 523 | $17.1M | $17.3M | 93.8% | $16.5M | n/a | $15.8M | n/a |
| 2022 to Jun 30, 2023 | 552 | $17.9M | $17.7M | 96.2% | $17.1M | n/a | $16.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 23 $686,935 PY2024
- Cbiz Benefits & Insurance Services codes 11 17 $222,467 PY2024
- BDO USA, P.C. codes 10 $89,909 PY2024
- Taft Stettinius &hollister LLP codes 29 $60,247 PY2024
- Highland Consulting Associates codes 27 $30,000 PY2024
- Charles Schwab Trust Bank codes 13 $17,903 PY2024
- Agilis Partners LLC codes 10 $11,000 PY2024
- Alta Trust Company codes 27 $6,875 PY2024
- Lancaster Colony Corportation Maste Sched. D M PY2024
- Cbiz Benefits & Insurance Services codes 11 PY2024
- Cbiz Benefits & Insurance Services codes 11 17 $38,719 PY2023
- BDO USA, P.C. codes 10 $24,484 PY2023
- Huntington Trust Co. codes 12 $10,024 PY2023
- Lancaster Colony Corportation Maste Sched. D M $15.8M PY2023
- Cbiz Benefits & Insurance Services codes 11 PY2023
- Cbiz Benefits & Insurance Services codes 11 17 $46,829 PY2022
- BDO USA, P.C. codes 10 $22,860 PY2022
- Huntington Trust Co. codes 12 $20,706 PY2022
- Lancaster Colony Corportation Maste Sched. D M $16.7M PY2022
- Cbiz Benefits & Insurance Services codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedLancaster Colony Legacy Pension Plan total assets $16M -> $0 (-100.0%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Consultant changedinferenceAlta Trust Company appears on Lancaster Colony Legacy Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Alta Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHighland Consulting Associates appears on Lancaster Colony Legacy Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Highland Consultingaskebsa.dol.gov
- Jul 1, 2024Funded status changedLancaster Colony Legacy Pension Plan funded ratio 93.8% -> 88.0% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedLancaster Colony Legacy Pension Plan funded ratio 96.2% -> 93.8% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314230990-222
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.