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
KAR Products Retirement Income Plan
Corporate pensionBristol, CT
Assets
$5.2M
Total assets, Dec 31, 2024 reported
Funded
103.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Barnes Group Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
1 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mercer Investments LLCplan years 2022
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
Net investment income
$-145,433 (2023-12) · $-2.6M (2022-12)
Investment management fees
$14,444 (2023-12) · $37,388 (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 | 203 | $5.6M | $5.8M | 103.4% | $5.2M | n/a | $5.2M | n/a |
| 2023 to Dec 31, 2023 | 210 | $5.8M | $6.2M | 97.1% | $5.6M | n/a | $5.6M | n/a |
| 2022 to Dec 31, 2022 | 220 | $8.4M | $6.4M | 118.5% | $5.8M | n/a | $5.8M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $73,082 PY2024
- Mercer Investment Management codes 28 $34,028 PY2024
- Fiondella, Milone, & Lasarcina LLP codes 10 $21,504 PY2024
- Barnes Group Inc. Pension Trust Sched. D M $5.2M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $103,819 PY2023
- Mercer Investment Management codes 28 $14,444 PY2023
- Fiondella, Milone, & Lasarcina LLP codes 10 $6,300 PY2023
- Barnes Group Inc. Pension Trust Sched. D M $5.6M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $84,616 PY2022
- Mercer Investment Management codes 28 $37,388 PY2022
- Fiondella, Milone, & Lasarcina LLP codes 10 $10,000 PY2022
- Barnes Group Inc. Pension Trust Sched. D M $5.8M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedKAR Products Retirement Income Plan funded ratio 97.1% -> 103.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedKAR Products Retirement Income Plan funded ratio 118.5% -> 97.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedKAR Products Retirement Income Plan plan assets $8M -> $6M (-31.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060247840-022
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.