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

Schurz Communications, Inc. Retirement Plan

Corporate pensionMishawaka, IN
Assets
$909,801
Total assets, Dec 31, 2024 reported
Funded
107.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Schurz Communications, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 1.7%
  • Common/collective trusts 97.9%
Consultants and advisers
6 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
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Keybank Multiple Investment Trustcollective trustKeybank National AssociationPooled vehicles$890,860 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Keybank Multiple Investment Trustcollective trustKeybank National AssociationPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Keybank Multiple Investment Trustcollective trustKeybank National AssociationPooled vehicles$726,265 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$22.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long U.S. Treasury Strips Indecollective trustFidelity Institutional Asset MgmtFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$909,801 Dec 31, 2024 reported Form 5500
$62.3M (2023-12) · $62.2M (2022-12)
Plan assets
$62.3M Jan 1, 2024 reported Form 5500
$62.2M (2023-01) · $85.2M (2022-01)
Net assets
$909,801 Dec 31, 2024 reported Form 5500
$62.3M (2023-12) · $62.2M (2022-12)
Funded ratio
107.9% Jan 1, 2024 reported Form 5500
104.9% (2023-01) · 119.0% (2022-01)
Funding target
$61.2M Jan 1, 2024 reported Form 5500
$64.3M (2023-01) · $66.1M (2022-01)
Discount rate
5.01% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.30% (2022-01)
Participants
714 Jan 1, 2024 reported Form 5500
733 (2023-01) · 757 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$63.5M Dec 31, 2024 reported Form 5500
$6.0M (2023-12) · $6.2M (2022-12)
Net investment income
$-61.4M Dec 31, 2024 reported Form 5500
$135,413 (2023-12) · $-23.0M (2022-12)
Investment management fees
$68,663 Dec 31, 2024 reported Form 5500
$62,400 (2023-12) · $62,487 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024714$62.3M$61.2M107.9%$909,801n/an/an/a
2023 to Dec 31, 2023733$62.2M$64.3M104.9%$62.3Mn/an/an/a
2022 to Dec 31, 2022757$85.2M$66.1M119.0%$62.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Holding endedinference
    Schurz Communications, Inc. Retirement Plan no longer reports Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt) (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Schurz Communications, Inc. Retirement Plan no longer reports Fiam Long U.S. Treasury Strips Inde (Fidelity Institutional Asset Mgmt) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Schurz Communications, Inc. Retirement Plan no longer reports Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt) (last held $26M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Capital Strategies Investment Group appears on Schurz Communications, Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Capital Stratagies Invt Group LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Schurz Communications, Inc. Retirement Plan total assets $62M -> $909,801 (-98.5%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Schurz Communications, Inc. Retirement Plan funded ratio 104.9% -> 107.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Schurz Communications, Inc. Retirement Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $11M at 2023-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Findley Davies Inc no longer appears on Schurz Communications, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with USI Consulting Groupaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Schurz Communications, Inc. Retirement Plan funded ratio 119.0% -> 104.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Schurz Communications, Inc. Retirement Plan plan assets $85M -> $62M (-27.0%, 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 350670960-001
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.