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
Wacker Salaried Pension Plan
Corporate pensionANN Arbor, MI
Assets
$96.8M
Total assets, Dec 31, 2024 reported
Funded
118.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Wacker Chemical Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Corporate debt instruments (other) 2.5%
- U.S. Government securities 7.0%
- Registered investment companies 32.4%
- Common stock 53.2%
- Real estate (other than employer real property) 0.4%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- First State Trust Company Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group 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
33 readings
Investment management fees
$411,755 (2023-12) · $444,565 (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 | 462 | $94.6M | $68.9M | 118.1% | $96.8M | n/a | n/a | $417,785 |
| 2023 to Dec 31, 2023 | 463 | $85.3M | $69.3M | 106.5% | $94.6M | n/a | n/a | $564,038 |
| 2022 to Dec 31, 2022 | 465 | $98.4M | $67.3M | 125.8% | $85.4M | n/a | n/a | $227,083 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 17 27 28 50 $475,611 PY2024
- USI Consulting Group codes 11 15 17 50 $83,188 PY2024
- First State Trust Company codes 21 50 62 63 $33,587 PY2024
- USI Consulting Group codes 11 PY2024
- Morgan Stanley Smith Barney codes 17 27 28 50 $411,755 PY2023
- First State Trust Company codes 21 50 62 63 $30,398 PY2023
- USI Consulting Group codes 11 PY2023
- Morgan Stanley Smith Barney codes 17 27 28 50 $444,565 PY2022
- First State Trust Company codes 21 50 62 63 $32,389 PY2022
- USI Consulting Group codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group appears on Wacker Salaried Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Jan 1, 2024Funded status changedWacker Salaried Pension Plan funded ratio 106.5% -> 118.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedWacker Salaried Pension Plan plan assets $85M -> $95M (+11.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedWacker Salaried Pension Plan total assets $85M -> $95M (+10.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedWacker Salaried Pension Plan funded ratio 125.8% -> 106.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWacker Salaried Pension Plan plan assets $98M -> $85M (-13.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942272388-003
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.