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
Rogers Corporation Employees' Pension Plan
Corporate pensionChandler, AZ
Assets
$25.6M
Total assets, Dec 31, 2024 reported
Funded
101.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Rogers Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 44.4%
- Corporate debt instruments (preferred) 23.4%
- U.S. Government securities 15.8%
- Insurance company general account 3.8%
- Other investments 0.3%
- Pooled separate accounts 0.1%
- Registered investment companies 9.9%
Consultants and advisers
1 firms
- Empower Actuarythrough 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
- Prudential Retirement & Annuity Ins3 rows, latest Dec 31, 2024
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 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $30,566 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $124,203 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $531,143 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$15,539 (2023-12) · $35,354 (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 | 387 | $26.7M | $20.7M | 101.5% | $25.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 399 | $26.3M | $21.7M | 100.8% | $26.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 413 | $33.5M | $22.0M | 112.4% | $26.3M | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $123,059 PY2024
- Bank of America, Na, NY codes $96,931 PY2024
- SUN Life Investment Mgmt US Inc codes $46,965 PY2024
- Prudential Short-Term Sched. D P $30,566 PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $50,888 PY2023
- Bank of America, Na, NY codes $15,539 PY2023
- Prudential Short-Term Sched. D P $124,203 PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 $35,716 PY2022
- Bank of America, Na, NY codes $35,355 PY2022
- Prudential Short-Term Sched. D P $531,143 PY2022
- Empower codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRogers Corporation Employees' Pension Plan funded ratio 112.4% -> 100.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRogers Corporation Employees' Pension Plan plan assets $33M -> $26M (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060513860-002
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.