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
Peoples Bancorp Inc. Retirement Plan and Trust
Corporate pensionMarietta, OH
Assets
n/a
Total assets, Sep 30, 2023 reported
Funded
134.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Peoples Bancorp Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.0%
- Non-interest-bearing cash 0.0%
- Registered investment companies 95.9%
Consultants and advisers
2 firms
- Acrisure Actuarythrough Sep 30, 2023 Form 5500
- Cowden Associates 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
20 readings
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 Sep 30, 2023 | 249 | $9.2M | $7.5M | 134.2% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 255 | $11.7M | $7.1M | 151.0% | $9.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cowden Associates, Inc. codes 11 70 $270,448 PY2023
- Vorys Sater Seymour and Pease LLP codes 29 $51,118 PY2023
- Acrisure codes 11 PY2023
- Cowden Associates, Inc. codes 11 PY2022
What changed
3 events
- Sep 30, 2023Assets changedPeoples Bancorp Inc. Retirement Plan and Trust total assets $9M -> $0 (-100.0%, 2022-12-31 to 2023-09-30)
- Jan 1, 2023Funded status changedPeoples Bancorp Inc. Retirement Plan and Trust funded ratio 151.0% -> 134.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPeoples Bancorp Inc. Retirement Plan and Trust plan assets $12M -> $9M (-21.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310987416-001
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.