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
Oshkosh B'Gosh, Inc. Pension Plan
Corporate pensionAtlanta, GA
Assets
$45.6M
Total assets, Dec 31, 2024 reported
Funded
89.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Oshkosh B'Gosh, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 98.5%
- Pooled separate accounts 1.4%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC General consultantthrough Dec 31, 2024 Form 5500
- Cook Street Consulting, Inc General consultantthrough Dec 31, 2022 Form 5500
- Principal Financial Group 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
- Principal3 rows, latest Dec 31, 2024
Commitments
3 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, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $625,829 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $235,824 held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 1,383 | $56.0M | $52.2M | 89.8% | $45.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,410 | $55.2M | $53.7M | 90.6% | $56.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,432 | $68.7M | $52.0M | 98.0% | $55.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $298,585 PY2024
- Morgan Stanley Institutional Invest codes 16 99 PY2024
- Cook Street Consulting, Inc. codes 16 99 PY2024
- Prin Liquid Assets Sep Acct-I2 Sched. D P $625,829 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $151,208 PY2023
- Cook Street Consulting, Inc. codes 16 99 PY2023
- Prin Liquid Assets Sep Acct-I2 Sched. D P $1.3M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $139,588 PY2022
- Cook Street Consulting, Inc. codes 16 99 PY2022
- Prin Liquid Assets Sep Acct-I2 Sched. D P $235,824 PY2022
- Principal Financial Group codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley Institutional Invest appears on Oshkosh B'Gosh, Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedOshkosh B'Gosh, Inc. Pension Plan total assets $56M -> $46M (-18.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedOshkosh B'Gosh, Inc. Pension Plan funded ratio 98.0% -> 90.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOshkosh B'Gosh, Inc. Pension Plan plan assets $69M -> $55M (-19.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390519915-001
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.