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

API Foils North America Pension Plan

Corporate pensionNew York, NY
Assets
$2.1M
Total assets, Mar 31, 2020 reported
Funded
n/a
not filed
Private markets target
n/a
policy Mar 31, 2020
Commitments
9
none on the tape
Plan sponsor: Steel Excel, Inc.
Allocation policy
Form 5500, as of Mar 31, 2020
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2020Large Cap Growth/jp Morganseparate accountPrudential Retirement & Annuity InsPublic equity$164,960 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020Large Cap Value/lsv Asset Mgmtseparate accountPrudential Retirement & Annuity InsPublic equity$174,498 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$401,669 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020SCG II (wellington)separate accountPrudential Retirement & Annuity InsPooled vehicles$37,281 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$32,032 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020Real Estate / Am Century Fundseparate accountPrudential Retirement & Annuity InsReal estate$60,477 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020Core Plus Bond / Pgim Fundseparate accountPrudential Retirement & Annuity InsFixed income$897,946 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020Intl Blend/aqrseparate accountPrudential Retirement & Annuity InsPooled vehicles$92,970 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2020Large Cap Blend/mfsseparate accountPrudential Retirement & Annuity InsPublic equity$208,043 heldDisclosed holdingaskebsa.dol.gov
Size and funding
6 readings
Total assets
$2.1M Mar 31, 2020 reported Form 5500
Net assets
$2.1M Mar 31, 2020 reported Form 5500
Participants
120 Apr 1, 2019 reported Form 5500
Contributions
$197,821 Mar 31, 2020 reported Form 5500
Benefits paid
$518,605 Mar 31, 2020 reported Form 5500
Net investment income
$-453,017 Mar 31, 2020 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Mar 31, 2020120n/an/an/a$2.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Prudential Retirement Insurance and codes 13 $28,249 PY2022
  • Large Cap Growth/jpmorgan Sched. D P $164,960 PY2022
  • Large Cap Value/lsv Asset Mgmt Sched. D P $174,498 PY2022
  • Prudential Short-Term Sched. D P $401,669 PY2022
  • SCG II (wellington) Sched. D P $37,281 PY2022
  • Small Cap Value/kennedy Capit Sched. D P $32,032 PY2022
  • Real Estate / Am Century Fund Sched. D P $60,477 PY2022
  • Core Plus Bond / Pgim Fund Sched. D P $897,946 PY2022
  • Intl Blend/aqr Sched. D P $92,970 PY2022
  • Large Cap Blend/mfs Sched. D P $208,043 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942748530-001
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.