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
The Miller Company Pension Plan
Corporate pensionNew York, NY
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
125.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
6
none on the tape
Plan sponsor: The Miller Company
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Common/collective trusts 13.0%
- Pooled separate accounts 87.0%
Consultants and advisers
3 firms
- Global Portfolio Strategies, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- HUB International Actuarythrough Dec 31, 2022 Form 5500
- Empower 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
- Prudential Retirement & Annuity Ins6 rows, latest Dec 31, 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Bond Enhanced Index/pgimseparate account | Prudential Retirement & Annuity Ins | Fixed income | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam 8-10 Year Corporate Bondcollective trust | Prudential Retirement & Annuity Ins | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
16 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 | 276 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 279 | $22.5M | $18.4M | 125.3% | $18.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Prudential Retirement Insurance and codes 13 15 37 50 64 PY2023
- Global Portfolio Strategies, Inc. codes 27 51 PY2023
- HUB Retirement and Wealth codes 11 PY2023
- Long Duration Bond/ir&m Fund Sched. D P PY2023
- PRU Long Corporate Bond Sched. D P PY2023
- Core Plus Bond / Pgim Fund Sched. D P PY2023
- Prudential Short-Term Sched. D P PY2023
- Fiam 8-10 Year Corporate Bond Sched. D C PY2023
- Core Bond Enhanced Index/pgim Sched. D P PY2023
- Prudential Retirement Insurance and codes 13 15 37 50 64 $239,246 PY2022
- Global Portfolio Strategies, Inc. codes 27 51 $21,263 PY2022
- HUB Retirement and Wealth codes 11 $7,200 PY2022
- Long Duration Bond/ir&m Fund Sched. D P $2.3M PY2022
- PRU Long Corporate Bond Sched. D P $1.1M PY2022
- Core Plus Bond / Pgim Fund Sched. D P $1.5M PY2022
- Prudential Short-Term Sched. D P $4.2M PY2022
- High Yield Bond / Prudential Sched. D P PY2022
- Core Bond Enhanced Index/pgim Sched. D P $6.7M PY2022
- Fiam 8-10 Year Corporate Bond Sched. D C $2.4M PY2022
- Empower codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedThe Miller Company Pension Plan 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 061583161-001
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.