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
ND Paper Pension Plan for Bargained Hourly Employees
Corporate pensionOAK Brook, IL
Assets
$16.3M
Total assets, Dec 31, 2024 reported
Funded
109.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: ND Paper, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Registered investment companies 98.0%
Consultants and advisers
2 firms
- Principal Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Cibcplan years 2022
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
31 readings
Investment management fees
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 | 471 | $25.6M | $23.8M | 109.5% | $16.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 793 | $22.8M | $23.4M | 106.8% | $25.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 827 | $26.4M | $22.4M | 117.6% | $22.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Creative Planning, LLC codes 13 50 $80,000 PY2024
- Principal Custody Solutions codes 21 50 $25,480 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $69,546 PY2022
- Cibc codes 28 50 $15,000 PY2022
- Principal Financial Group codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedND Paper Pension Plan for Bargained Hourly Employees total assets $26M -> $16M (-36.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedND Paper Pension Plan for Bargained Hourly Employees funded ratio 106.8% -> 109.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedND Paper Pension Plan for Bargained Hourly Employees plan assets $23M -> $26M (+12.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedND Paper Pension Plan for Bargained Hourly Employees total assets $23M -> $26M (+12.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedND Paper Pension Plan for Bargained Hourly Employees funded ratio 117.6% -> 106.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedND Paper Pension Plan for Bargained Hourly Employees plan assets $26M -> $23M (-13.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 472267105-001
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.