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
CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan
Corporate pensionMckeesport, PA
Assets
$4.2M
Total assets, Mar 31, 2025 reported
Funded
83.8%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
3
none on the tape
Plan sponsor: C.P. Industries Holdings, Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Pooled separate accounts 99.5%
Consultants and advisers
2 firms
- Acrisure Actuarythrough Mar 31, 2024 Form 5500
- Cowden Associates Actuarythrough Mar 31, 2023 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
- John Hancock Life Insurance Co3 rows, latest Mar 31, 2025
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 Mar 31, 2025 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $124,431 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $118,291 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $118,941 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Net investment income
$413,508 (2024-03) · $-263,264 (2023-03)
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 Mar 31, 2025 | 126 | $4.1M | $4.9M | 83.8% | $4.2M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 131 | $3.7M | $5.3M | 76.4% | $4.2M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 138 | $4.0M | $5.3M | 72.5% | $3.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wells Fargo Advisors, LLC codes 26 $16,720 PY2024
- Vanguard St Investment Grade Sched. D P $182,041 PY2024
- Vanguard Equity Index Fund Sched. D P $595,337 PY2024
- Blue Chip Growth Fund Sched. D P PY2024
- Pimco Income Fund Sched. D P $206,429 PY2024
- EV Ac Smid Sched. D P $340,336 PY2024
- Jpmorgan Core Bond Fund Sched. D P $1.0M PY2024
- Alternative Asset Allocation Sched. D P $289,866 PY2024
- MFS Value Fund Sched. D P $218,211 PY2024
- Harbor Small Cap Value Fund Sched. D P $83,328 PY2024
- Europacific Growth Fund Sched. D P $162,824 PY2024
- Lazard Global Listed Infra Sched. D P $41,819 PY2024
- Cohen & Steers Real Estate Sched. D P $42,238 PY2024
- 500 Index Fund Sched. D P $586,458 PY2024
- Vanguard Explorer Fund Sched. D P $83,782 PY2024
- Pimco Commodity Real Return Sched. D P $38,189 PY2024
- Jpmorgan Emerging Market Eq Sched. D P $118,101 PY2024
- DFA International Value Sched. D P $124,431 PY2024
- Acrisure codes 11 PY2024
- Wells Fargo Advisors, LLC codes 26 $14,622 PY2023
- DFA International Value Sched. D P $118,291 PY2023
- Vanguard St Investment Grade Sched. D P $377,634 PY2023
- Vanguard Equity Index Fund Sched. D P $399,705 PY2023
- Blue Chip Growth Fund Sched. D P $305,970 PY2023
- Pimco Income Fund Sched. D P $186,391 PY2023
- EV Ac Smid Sched. D P $249,011 PY2023
- Jpmorgan Core Bond Fund Sched. D P $1.0M PY2023
- Alternative Asset Allocation Sched. D P $259,008 PY2023
- Capital World Bond Fund Sched. D P PY2023
- Harbor Small Cap Value Fund Sched. D P $79,957 PY2023
- Europacific Growth Fund Sched. D P $120,621 PY2023
- Lazard Global Listed Infra Sched. D P $38,209 PY2023
- Cohen & Steers Real Estate Sched. D P $38,293 PY2023
- 500 Index Fund Sched. D P $667,143 PY2023
- Vanguard Explorer Fund Sched. D P $82,569 PY2023
- Pimco Commodity Real Return Sched. D P $33,937 PY2023
- Jpmorgan Emerging Market Eq Sched. D P $113,316 PY2023
- Acrisure codes 11 PY2023
- Wells Fargo Advisors, LLC codes 26 $13,574 PY2022
- Vanguard St Investment Grade Sched. D P $207,680 PY2022
- Vanguard Equity Index Fund Sched. D P $316,705 PY2022
- Blue Chip Growth Fund Sched. D P $220,854 PY2022
- Pimco Income Fund Sched. D P $179,660 PY2022
- EV Ac Smid Sched. D P $178,057 PY2022
- Jpmorgan Core Bond Fund Sched. D P $998,611 PY2022
- Alternative Asset Allocation Sched. D P $251,240 PY2022
- Capital World Bond Fund Sched. D P $72,567 PY2022
- Harbor Small Cap Value Fund Sched. D P $72,279 PY2022
- Europacific Growth Fund Sched. D P $109,087 PY2022
- Lazard Global Listed Infra Sched. D P $35,027 PY2022
- Cohen & Steers Real Estate Sched. D P $31,615 PY2022
- 500 Index Fund Sched. D P $483,823 PY2022
- Vanguard Explorer Fund Sched. D P $62,209 PY2022
- Pimco Commodity Real Return Sched. D P $29,753 PY2022
- Jpmorgan Emerging Market Eq Sched. D P $101,689 PY2022
- DFA International Value Sched. D P $118,941 PY2022
- Cowden Associates, Inc. codes 11 PY2022
What changed
4 events
- Apr 1, 2024Funded status changedCP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan funded ratio 76.4% -> 83.8% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedCP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan plan assets $4M -> $4M (+11.1%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedCP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan total assets $4M -> $4M (+11.6%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedCP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan funded ratio 72.5% -> 76.4% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 262262537-001
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.