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
Flsmidth Inc. Retirement Plan for Hourly Employees
Corporate pensionBethlehem, PA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
132.1%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Flsmidth Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Insurance company general account 0.1%
- Registered investment companies 99.6%
Consultants and advisers
4 firms
- SEI Investments Company Custodianthrough Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Cbiz Actuarythrough Dec 31, 2022 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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 336 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 360 | $23.5M | $17.4M | 132.1% | $17.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz codes 11 50 $260,366 PY2023
- SEI Trust Company codes 19 21 24 25 28 49 51 52 62 $28,797 PY2023
- Campbell, Rappold & Yurasits LLP codes 10 50 $15,800 PY2023
- Cbiz codes 11 50 $95,770 PY2022
- SEI Trust Company codes 19 21 24 25 28 49 51 52 62 $56,386 PY2022
- Campbell, Rappold & Yurasits LLP codes 10 50 PY2022
- Willis Towers Watson US LLC codes 11 50 PY2022
- Cbiz codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedFlsmidth Inc. Retirement Plan for Hourly Employees total assets $18M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230606560-020
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.