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
Retirement Income Plan for Hourly Employees of Essex Group, Inc
Corporate pensionAtlanta, GA
Assets
$33.2M
Total assets, Dec 31, 2024 reported
Funded
109.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Superior Essex, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Corporate debt instruments (other) 34.0%
- U.S. Government securities 0.9%
- Other investments 3.1%
- Registered investment companies 59.2%
Consultants and advisers
3 firms
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2022 Form 5500
- 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 the commitment tape
From the plan’s own commitment disclosures
- Principal2 rows, latest Dec 31, 2023
Commitments
2 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, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $428,651 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $382,291 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$31,173 (2023-12) · $9,769 (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 | 1,468 | $32.4M | $30.5M | 109.0% | $33.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,523 | $29.7M | $31.0M | 105.4% | $32.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,575 | $39.1M | $31.4M | 115.8% | $29.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $86,195 PY2024
- Merril Lynch Accounts codes 27 50 $48,158 PY2024
- Principal Costodial Solutions codes 21 50 $27,419 PY2024
- Sejong LLP codes 10 50 $10,000 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $147,470 PY2023
- Merrill Lynch Accts Rec codes 27 50 $31,173 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $428,651 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $147,646 PY2022
- Sejong LLP codes 10 50 $11,071 PY2022
- Merrill Lynch Accts Rec codes 27 50 $9,769 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $382,291 PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedRetirement Income Plan for Hourly Employees of Essex Group, Inc funded ratio 105.4% -> 109.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Income Plan for Hourly Employees of Essex Group, Inc funded ratio 115.8% -> 105.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Hourly Employees of Essex Group, Inc plan assets $39M -> $30M (-24.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 200282396-003
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.