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 Maple Press Company Pension Plan
Corporate pensionYork, PA
Assets
$15.4M
Total assets, Dec 31, 2024 reported
Funded
98.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: The Maple Press Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
3 firms
- Principal Trusteethrough Dec 31, 2024 Form 5500
- Conrad Siegel Actuarythrough Dec 31, 2022 Form 5500
- FNB Wealth Management Trusteethrough 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
From Schedule C (investment management, code 28)
- Principal Spectrum Asset Managementplan years 2024
- Fidelity Management & Research Compplan years 2023
- Fidelity Investmentsplan years 2022
- J.P. Morgan Chase & Coplan years 2022
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 Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$64,963 (2023-12) · $68,851 (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 | 394 | $15.6M | $16.3M | 98.3% | $15.4M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 403 | $15.1M | $17.0M | 94.6% | $15.6M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 411 | $19.5M | $17.2M | 102.0% | $15.1M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FNB Wealth Management codes 21 28 50 51 52 62 $43,602 PY2024
- Principal Financial Group codes 21 28 50 51 52 $22,333 PY2024
- Conrad Siegel codes 11 15 17 38 49 50 $12,875 PY2024
- Stambaugh Ness, PC codes 10 50 $6,000 PY2024
- Principal Global Investors LLC codes 28 52 PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $4.6M PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.8M PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $9.1M PY2024
- Conrad Siegel codes 11 PY2024
- FNB Wealth Management codes 21 28 50 51 52 62 $64,963 PY2023
- Conrad Siegel codes 11 15 17 38 49 50 $20,175 PY2023
- Stambaugh Ness, PC codes 10 50 $10,000 PY2023
- Fidelity Management & Research Comp codes 28 52 PY2023
- JP Morgan Investment Inc codes 28 52 PY2023
- Conrad Siegel codes 11 PY2023
- FNB Wealth Management codes 21 28 50 51 52 62 $68,851 PY2022
- Conrad Siegel codes 11 15 17 38 49 50 $20,500 PY2022
- Stambaugh Ness, PC codes 10 50 $9,350 PY2022
- Fidelity Investments codes 28 52 PY2022
- JP Morgan Investment Inc codes 28 52 PY2022
- Conrad Siegel codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship startedPrincipal Global Investors LLC appears on The Maple Press Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Principal Spectrum Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFidelity Management & Research Comp no longer appears on The Maple Press Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Management & Research Compaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJP Morgan Investment Inc no longer appears on The Maple Press Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Chase & Coaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrincipal Financial Group appears on The Maple Press Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Principalaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Maple Press Company Pension Plan funded ratio 94.6% -> 98.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedFidelity Management & Research Comp appears on The Maple Press Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Management & Research Compaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceFidelity Investments no longer appears on The Maple Press Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Investmentsaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Maple Press Company Pension Plan funded ratio 102.0% -> 94.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Maple Press Company Pension Plan plan assets $19M -> $15M (-22.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230838070-001
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.