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

Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.

Corporate pensionWilliamsville, NY

Assets

$10.5M

Total assets, Dec 31, 2024 reported

Funded

106.2%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Gateway-Longview, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Pooled separate accounts 78.7%
Registered investment companies 20.2%

Consultants and advisers

2 firms

Nottingham Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
Harper Danesh LLC 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

Principal54 rows, latest Dec 31, 2024

Commitments

54 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 Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$474 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Intl Smallcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$806,505 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$50,432 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap S&p 600 Index Sa-Zseparate account	Principal	Pooled vehicles	$159,010 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap S&p 400 Idx Sa-Zseparate account	Principal	Pooled vehicles	$262,393 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$727,035 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Real Estate Secs Sa-Zseparate account	Principal	Real estate	$99,887 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Growth Sep Acct-Zseparate account	Principal	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Inflation Protect Sa-R6separate account	Principal	Pooled vehicles	$616,795 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$459 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal Div Real Asset Sa-Zseparate account	Principal	Real assets	$51,792 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Short-Term Income Sa-Zseparate account	Principal	Cash	$523,471 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Value I Sa-R6separate account	Principal	Pooled vehicles	$151,901 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Core Plus Bd Separate Acct-R6separate account	Principal	Fixed income	$205,597 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Metro West Total Return Bond Fseparate account	Principal	Fixed income	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Am Fds Europacific Grth R4 Funseparate account	Principal	Pooled vehicles	$151,090 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$447 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Intl Smallcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$94,206 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Smcap S&p 600 Index Sa-Zseparate account	Principal	Pooled vehicles	$296,993 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap S&p 400 Idx Sa-Zseparate account	Principal	Pooled vehicles	$389,466 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$307,956 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Real Estate Secs Sa-Zseparate account	Principal	Real estate	$196,271 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin High Income Sep Acct-Zseparate account	Principal	Fixed income	$200,703 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Inflation Protect Sa-R6separate account	Principal	Pooled vehicles	$574,225 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$455 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal Div Real Asset Sa-Zseparate account	Principal	Real assets	$96,955 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Short-Term Income Sa-Zseparate account	Principal	Cash	$489,875 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Intl Equity Index Sa-Zseparate account	Principal	Public equity	$301,806 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Core Plus Bd Separate Acct-R6separate account	Principal	Fixed income	$195,855 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Metro West Total Return Bond Fseparate account	Principal	Fixed income	$981,840 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Am Fds Europacific Grth R4 Funseparate account	Principal	Pooled vehicles	$289,184 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$683,825 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Growth Sep Acct-Zseparate account	Principal	Pooled vehicles	$582,793 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Value I Sa-R6separate account	Principal	Pooled vehicles	$383,638 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$394,901 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Intl Smallcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$242,794 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Smcap S&p 600 Index Sa-Zseparate account	Principal	Pooled vehicles	$278,284 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Midcap S&p 400 Idx Sa-Zseparate account	Principal	Pooled vehicles	$385,359 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$440,640 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Real Estate Secs Sa-Zseparate account	Principal	Real estate	$348,522 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin High Income Sep Acct-Zseparate account	Principal	Fixed income	$302,494 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Inflation Protect Sa-R6separate account	Principal	Pooled vehicles	$392,895 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$491,059 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal Div Real Asset Sa-Zseparate account	Principal	Real assets	$250,627 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Short-Term Income Sa-Zseparate account	Principal	Cash	$304,019 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Intl Equity Index Sa-Zseparate account	Principal	Public equity	$382,399 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Core Plus Bd Separate Acct-R6separate account	Principal	Fixed income	$296,838 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Metro West Total Return Bond Fseparate account	Principal	Fixed income	$793,462 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Am Fds Europacific Grth R4 Funseparate account	Principal	Pooled vehicles	$306,326 held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$10.5M Dec 31, 2024 reported Form 5500

$10.3M (2023-12) · $9.4M (2022-12)

Plan assets

$10.3M Jan 1, 2024 reported Form 5500

$9.3M (2023-01) · $14.4M (2022-01)

Net assets

$10.5M Dec 31, 2024 reported Form 5500

$10.3M (2023-12) · $9.4M (2022-12)

Funded ratio

106.2% Jan 1, 2024 reported Form 5500

97.8% (2023-01) · 105.6% (2022-01)

Funding target

$9.9M Jan 1, 2024 reported Form 5500

$10.3M (2023-01) · $12.6M (2022-01)

Discount rate

5.21% Jan 1, 2024 reported Form 5500

5.36% (2023-01) · 5.55% (2022-01)

Participants

255 Jan 1, 2024 reported Form 5500

271 (2023-01) · 372 (2022-01)

Contributions

$300,000 Dec 31, 2024 reported Form 5500

$600,000 (2023-12) · $480,000 (2022-12)

Benefits paid

$907,374 Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $3.2M (2022-12)

Net investment income

$184,350 Dec 31, 2024 reported Form 5500

$954,680 (2023-12) · $-5.1M (2022-12)

Investment management fees

$25,521 Dec 31, 2024 reported Form 5500

$24,481 (2023-12) · $24,508 (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	255	$10.3M	$9.9M	106.2%	$10.5M	n/a	n/a	$0
2023 to Dec 31, 2023	271	$9.3M	$10.3M	97.8%	$10.3M	n/a	n/a	$0
2022 to Dec 31, 2022	372	$14.4M	$12.6M	105.6%	$9.4M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Nottingham Advisors codes 27 $25,521 PY2024
Prin Int'l I Sep Acct R6 Sched. D P $806,505 PY2024
Prin Diversified Real R6 Sched. D P $50,432 PY2024
Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $1.9M PY2024
Prin Smcap S&p 600 Index Sa-R6 Sched. D P $159,010 PY2024
Prin Midcap S&p 400 Idx Sa-R6 Sched. D P $262,393 PY2024
AM Funds Bond R4 Sched. D P $727,035 PY2024
Prin Real Estate Secs Sa-R6 Sched. D P $99,887 PY2024
Prin Ldi Interm Duration Sa-R6 Sched. D P $2.1M PY2024
Prin Inflation Protect Sa-R6 Sched. D P $616,795 PY2024
Prin Bond Market Index Sa-R6 Sched. D P $459 PY2024
Prin Pimco Aii Asset a Fund Sched. D P $51,792 PY2024
Prin Short Term Income Sa-R6 Sched. D P $523,471 PY2024
Prin American Funds Washington Mutu Sched. D P $151,901 PY2024
Prin Core Plus Bd Separate Acct-R6 Sched. D P $205,597 PY2024
Prin Intl Emerg Market Sa-R6 Sched. D P $474 PY2024
Prin Metro West Total Return Bond F Sched. D P $1.0M PY2024
Prin Am Fds Europacific Grth R4 Fun Sched. D P $151,090 PY2024
Harper Danesh LLC codes 11 PY2024
Nottingham Advisors codes 27 $24,481 PY2023
Prin Metro West Total Return Bond F Sched. D P $981,840 PY2023
Prin Intl Emerg Market Sa-R6 Sched. D P $447 PY2023
Prin Int'l I Sep Acct R6 Sched. D P $1.2M PY2023
Prin Diversified Real R6 Sched. D P $94,206 PY2023
Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $2.6M PY2023
Prin Smcap S&p 600 Index Sa-R6 Sched. D P $296,993 PY2023
Prin Midcap S&p 400 Idx Sa-R6 Sched. D P $389,466 PY2023
Prin Trowe Price Lrg Cap Growth Sep Sched. D P $307,956 PY2023
Prin Real Estate Secs Sa-R6 Sched. D P $196,271 PY2023
Prin High Yield I Sep Acct-R6 Sched. D P $200,703 PY2023
Prin Inflation Protect Sa-R6 Sched. D P $574,225 PY2023
Prin Bond Market Index Sa-R6 Sched. D P $455 PY2023
Prin Pimco Aii Asset a Fund Sched. D P $96,955 PY2023
Prin Short Term Income Sa-R6 Sched. D P $489,875 PY2023
Prin American Funds Washington Mutu Sched. D P $301,806 PY2023
Prin Core Plus Bd Separate Acct-R6 Sched. D P $195,855 PY2023
Prin Am Fds Europacific Grth R4 Fun Sched. D P $289,184 PY2023
Amer Bonds Fund Fd of Amer R4 Fd Sched. D P $683,825 PY2023
LDI Inter. Dur Sep Acct R6 Sched. D P $582,793 PY2023
Amer Funds R4 New World Sched. D P $383,638 PY2023
Harper Danesh LLC codes 11 PY2023
Nottingham Advisors codes 27 $24,508 PY2022
Principal Life Insurance Company codes 13 50 64 PY2022
Prin Intl Emerg Market Sa-R6 Sched. D P $394,901 PY2022
Prin Int'l I Sep Acct R6 Sched. D P $1.0M PY2022
Prin Diversified Real R6 Sched. D P $242,794 PY2022
Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $2.3M PY2022
Prin Smcap S&p 600 Index Sa-R6 Sched. D P $278,284 PY2022
Prin Midcap S&p 400 Idx Sa-R6 Sched. D P $385,359 PY2022
Prin Trowe Price Lrg Cap Growth Sep Sched. D P $440,640 PY2022
Prin Real Estate Secs Sa-R6 Sched. D P $348,522 PY2022
Prin High Yield I Sep Acct-R6 Sched. D P $302,494 PY2022
Prin Inflation Protect Sa-R6 Sched. D P $392,895 PY2022
Prin Bond Market Index Sa-R6 Sched. D P $491,059 PY2022
Prin Pimco Aii Asset a Fund Sched. D P $250,627 PY2022
Prin Short Term Income Sa-R6 Sched. D P $304,019 PY2022
Prin American Funds Washington Mutu Sched. D P $382,399 PY2022
Prin Core Plus Bd Separate Acct-R6 Sched. D P $296,838 PY2022
Prin Metro West Total Return Bond F Sched. D P $793,462 PY2022
Prin Am Fds Europacific Grth R4 Fun Sched. D P $306,326 PY2022
Harper Danesh LLC codes 11 PY2022

What changed

11 events

Dec 31, 2024Holding endedinference
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. no longer reports Prin Intl Equity Index Sa-Z (Principal) (last held $301,806 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $307,956 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. no longer reports Prin High Income Sep Acct-Z (Principal) (last held $200,703 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Jan 1, 2024Funded status changed
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. funded ratio 97.8% -> 106.2% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. plan assets $9M -> $10M (+10.2%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding started
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. first reports an interest in Prin Midcap Sep Acct-Z (Principal): $683,825 at 2023-12-31
with Principalaskebsa.dol.gov
Dec 31, 2023Holding started
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. first reports an interest in Prin Midcap Growth Sep Acct-Z (Principal): $582,793 at 2023-12-31
with Principalaskebsa.dol.gov
Dec 31, 2023Holding started
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. first reports an interest in Prin Midcap Value I Sa-R6 (Principal): $383,638 at 2023-12-31
with Principalaskebsa.dol.gov
Dec 31, 2023Assets changed
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. total assets $9M -> $10M (+10.2%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. funded ratio 105.6% -> 97.8% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc. plan assets $14M -> $9M (-35.2%, 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 160743081-001

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.