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

ME West Castings Pension Plan for Tempe Bargaining Unit Employees

Corporate pensionMinneapolis, MN

Assets

$5.9M

Total assets, Dec 31, 2024 reported

Funded

94.5%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: ME Global Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.2%
Common/collective trusts 78.9%
Registered investment companies 17.1%

Consultants and advisers

2 firms

Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
Buck Global, LLC 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

37 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Allspring Core Bond Cit Fcollective trust	Principal Trust Company	Fixed income	$473,968 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p Mc Indx Citcollective trust	Principal Trust Company	Pooled vehicles	$522,324 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	Principal Trust Company	Pooled vehicles	$789,572 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/t. Rowe Price Institutioncollective trust	Principal Trust Company	Pooled vehicles	$238,965 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/trp Inst Lcg Mgd Cit Fcollective trust	Principal Trust Company	Pooled vehicles	$299,715 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/mfs Value Cit Fcollective trust	Principal Trust Company	Pooled vehicles	$239,040 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal Trust Company	Public equity	$296,296 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock Intl Eqty Indexcollective trust	Principal Trust Company	Pooled vehicles	$304,258 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pfg/federated Total Return Bond Citcollective trust	Principal Trust Company	Fixed income	$473,995 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/causeway International Vacollective trust	Principal Trust Company	Pooled vehicles	$227,902 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/dodge & Cox Intermediatecollective trust	Principal Trust Company	Pooled vehicles	$473,044 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/ab Large Cap Growth Cit Ncollective trust	Principal Trust Company	Public equity	$297,402 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Allspring Core Bond Cit Fcollective trust	Principal Trust Company	Fixed income	$423,287 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p Mc Indx Citcollective trust	Principal Trust Company	Pooled vehicles	$483,976 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p 500 Indexcollective trust	Principal Trust Company	Pooled vehicles	$723,424 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/t. Rowe Price Institutioncollective trust	Principal Trust Company	Pooled vehicles	$224,424 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/trp Inst Lcg Mgd Cit Fcollective trust	Principal Trust Company	Pooled vehicles	$274,460 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/mfs Value Cit Fcollective trust	Principal Trust Company	Pooled vehicles	$223,232 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal Trust Company	Public equity	$278,092 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock Intl Eqty Indexcollective trust	Principal Trust Company	Pooled vehicles	$282,745 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/federated Total Return Bond Citcollective trust	Principal Trust Company	Fixed income	$422,305 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/causeway International Vacollective trust	Principal Trust Company	Pooled vehicles	$210,869 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/dodge & Cox Intermediatecollective trust	Principal Trust Company	Pooled vehicles	$421,465 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/ab Large Cap Growth Cit Ncollective trust	Principal Trust Company	Public equity	$280,864 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Core Bond Cit Fcollective trust	Wells Fargo Bank, N.A.	Fixed income	$377,652 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p Mc Indx Citcollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$439,010 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p 500 Indexcollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$651,690 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/t. Rowe Price Institutioncollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$201,510 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Allspring Growth Cit Ncollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$97,539 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/trp Inst Lcg Mgd Cit Fcollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$192,032 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/mfs Value Cit Fcollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$201,327 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/multi-Manager Small Cap Cit Ncollective trust	Wells Fargo Bank, N.A.	Public equity	$250,470 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock Intl Eqty Indexcollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$256,204 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/federated Total Return Bond Citcollective trust	Wells Fargo Bank, N.A.	Fixed income	$378,179 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/causeway International Vacollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$193,500 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/dodge & Cox Intermediatecollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$378,441 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Voya Large Cap Growth Cit Ncollective trust	Wells Fargo Bank, N.A.	Public equity	$195,359 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$5.9M Dec 31, 2024 reported Form 5500

$5.5M (2023-12) · $4.8M (2022-12)

Plan assets

$5.5M Jan 1, 2024 reported Form 5500

$4.8M (2023-01) · $5.9M (2022-01)

Net assets

$5.9M Dec 31, 2024 reported Form 5500

$5.5M (2023-12) · $4.8M (2022-12)

Funded ratio

94.5% Jan 1, 2024 reported Form 5500

90.5% (2023-01) · 103.0% (2022-01)

Funding target

$5.8M Jan 1, 2024 reported Form 5500

$5.7M (2023-01) · $5.3M (2022-01)

Discount rate

5.30% Jan 1, 2024 reported Form 5500

5.43% (2023-01) · 5.60% (2022-01)

Participants

204 Jan 1, 2024 reported Form 5500

194 (2023-01) · 192 (2022-01)

Contributions

$73,373 Dec 31, 2024 reported Form 5500

$169,101 (2023-12) · $0 (2022-12)

Benefits paid

$220,434 Dec 31, 2024 reported Form 5500

$211,800 (2023-12) · $202,755 (2022-12)

Net investment income

$399,533 Dec 31, 2024 reported Form 5500

$700,620 (2023-12) · $-1.1M (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	204	$5.5M	$5.8M	94.5%	$5.9M	n/a	n/a	n/a
2023 to Dec 31, 2023	194	$4.8M	$5.7M	90.5%	$5.5M	n/a	n/a	n/a
2022 to Dec 31, 2022	192	$5.9M	$5.3M	103.0%	$4.8M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Trust Company codes 15 21 50 $24,793 PY2024
Core Bond Cit Sched. D C $473,968 PY2024
S&p Midcap Index Fund F Sched. D C $522,324 PY2024
S&p 500 Index Fund F Sched. D C $789,572 PY2024
T Rowe Price Instl Equ Inc Mgmt Cit Sched. D C $238,965 PY2024
Growth Cit Class 5 Fund Sched. D C PY2024
T Rowe Price Instl Large Cap Growth Sched. D C $299,715 PY2024
MFS Value Cit Fund Sched. D C $239,040 PY2024
Multi-Manager Small Cap Fund Sched. D C $296,296 PY2024
Blackrock International Eq Ind Cit Sched. D C $304,258 PY2024
Federated Total Return Bond Cit Sched. D C $473,995 PY2024
Causeway International Value Cit Sched. D C $227,902 PY2024
Dodge & Cox Intermediate Bond Cit Sched. D C $473,044 PY2024
Voya Large Cap Growth Cit Fund Sched. D C PY2024
AB Large Capital Growth Cit Sched. D C $297,402 PY2024
Buck Global, LLC codes 11 PY2024
Principal Trust Company codes 15 21 50 $24,106 PY2023
AB Large Capital Growth Cit Sched. D C $280,864 PY2023
Core Bond Cit Sched. D C $423,287 PY2023
S&p Midcap Index Fund F Sched. D C $483,976 PY2023
S&p 500 Index Fund F Sched. D C $723,424 PY2023
T Rowe Price Instl Equ Inc Mgmt Cit Sched. D C $224,424 PY2023
Growth Cit Class 5 Fund Sched. D C PY2023
T Rowe Price Instl Large Cap Growth Sched. D C $274,460 PY2023
MFS Value Cit Fund Sched. D C $223,232 PY2023
Multi-Manager Small Cap Fund Sched. D C $278,092 PY2023
Blackrock International Eq Ind Cit Sched. D C $282,745 PY2023
Federated Total Return Bond Cit Sched. D C $422,305 PY2023
Causeway International Value Cit Sched. D C $210,869 PY2023
Dodge & Cox Intermediate Bond Cit Sched. D C $421,465 PY2023
Voya Large Cap Growth Cit Fund Sched. D C PY2023
Buck Global, LLC codes 11 PY2023
Principal Trust Company codes 15 21 50 $23,998 PY2022
Core Bond Cit Sched. D C $377,652 PY2022
S&p Midcap Index Fund F Sched. D C $439,010 PY2022
S&p 500 Index Fund F Sched. D C $651,690 PY2022
T Rowe Price Instl Equ Inc Mgmt Cit Sched. D C $201,510 PY2022
Growth Cit Class 5 Fund Sched. D C $97,539 PY2022
T Rowe Price Instl Large Cap Growth Sched. D C $192,032 PY2022
MFS Value Cit Fund Sched. D C $201,327 PY2022
Multi-Manager Small Cap Fund Sched. D C $250,470 PY2022
Blackrock International Eq Ind Cit Sched. D C $256,204 PY2022
Federated Total Return Bond Cit Sched. D C $378,179 PY2022
Causeway International Value Cit Sched. D C $193,500 PY2022
Dodge & Cox Intermediate Bond Cit Sched. D C $378,441 PY2022
Voya Large Cap Growth Cit Fund Sched. D C $195,359 PY2022
Buck Global, LLC codes 11 PY2022

What changed

8 events

Jan 1, 2024Funded status changed
ME West Castings Pension Plan for Tempe Bargaining Unit Employees funded ratio 90.5% -> 94.5% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
ME West Castings Pension Plan for Tempe Bargaining Unit Employees plan assets $5M -> $5M (+14.5%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
ME West Castings Pension Plan for Tempe Bargaining Unit Employees no longer reports Allspring Growth Cit N (last held $97,539 at 2022-12-31; absent from the 2023-12-31 filing)
with Allspring Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding started
ME West Castings Pension Plan for Tempe Bargaining Unit Employees first reports an interest in Principal/ab Large Cap Growth Cit N: $280,864 at 2023-12-31
with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
Dec 31, 2023Holding endedinference
ME West Castings Pension Plan for Tempe Bargaining Unit Employees no longer reports Voya Large Cap Growth Cit N (last held $195,359 at 2022-12-31; absent from the 2023-12-31 filing)
with Voya Large Cap Growth Cit Naskebsa.dol.gov
Dec 31, 2023Assets changed
ME West Castings Pension Plan for Tempe Bargaining Unit Employees total assets $5M -> $5M (+14.7%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
ME West Castings Pension Plan for Tempe Bargaining Unit Employees funded ratio 103.0% -> 90.5% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
ME West Castings Pension Plan for Tempe Bargaining Unit Employees plan assets $6M -> $5M (-18.9%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 621870545-001

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.