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 Timken-Latrobe-Mpb-Torrington Retirement Plan

Corporate pensionNorth Canton, OH
Assets
$154M
Total assets, Dec 31, 2024 reported
Funded
80.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: The Timken Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 89.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$154M Dec 31, 2024 reported Form 5500
$153M (2023-12) · $154M (2022-12)
Plan assets
$153M Jan 1, 2024 reported Form 5500
$155M (2023-01) · $359M (2022-01)
Net assets
$154M Dec 31, 2024 reported Form 5500
$153M (2023-12) · $154M (2022-12)
Funded ratio
80.2% Jan 1, 2024 reported Form 5500
80.2% (2023-01) · 112.3% (2022-01)
Funding target
$200M Jan 1, 2024 reported Form 5500
$208M (2023-01) · $268M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.45% (2022-01)
Participants
2,356 Jan 1, 2024 reported Form 5500
2,537 (2023-01) · 2,883 (2022-01)
Contributions
$16.8M Dec 31, 2024 reported Form 5500
$13.8M (2023-12) · $14.6M (2022-12)
Benefits paid
$11.6M Dec 31, 2024 reported Form 5500
$19.1M (2023-12) · $121M (2022-12)
Net investment income
$578,955 Dec 31, 2024 reported Form 5500
$-861,700 (2023-12) · $-205M (2022-12)
Investment management fees
$307,477 Dec 31, 2024 reported Form 5500
$241,364 (2023-12) · $570,031 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,356$153M$200M80.2%$154Mn/a$137Mn/a
2023 to Dec 31, 20232,537$155M$208M80.2%$153Mn/a$139Mn/a
2022 to Dec 31, 20222,883$359M$268M112.3%$154Mn/a$140Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Towers Watson Investment Service in appears on The Timken-Latrobe-Mpb-Torrington Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Jennison Associates LLC no longer appears on The Timken-Latrobe-Mpb-Torrington Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pgim Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Jones Day Reavis & Pogue no longer appears on The Timken-Latrobe-Mpb-Torrington Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Jones Dayaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Timken-Latrobe-Mpb-Torrington Retirement Plan funded ratio 112.3% -> 80.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Timken-Latrobe-Mpb-Torrington Retirement Plan plan assets $359M -> $155M (-56.9%, 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 340577130-020
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.