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
Watlow Group Pension Plan
Corporate pensionST. Louis, MO
Assets
$92.9M
Total assets, Dec 31, 2024 reported
Funded
84.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Watlow Electric Manufacturing Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 15.4%
- Partnership/joint venture interests 4.4%
- Registered investment companies 80.0%
Consultants and advisers
1 firms
- AON Consulting, Inc. General consultantActuarythrough 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)
- SEI Investments Companyplan years 2023
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
33 readings
Investment management fees
$361,782 (2023-12) · $409,296 (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 | 2,192 | $137M | $141M | 84.2% | $92.9M | $4.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,231 | $136M | $144M | 82.5% | $137M | $4.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,257 | $176M | $139M | 99.7% | $136M | $5.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 16 50 $582,994 PY2024
- SEI Investments codes 28 50 $314,642 PY2024
- RSM US LLP codes 10 50 $20,750 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 16 50 $465,470 PY2023
- SEI Investments codes 28 50 $361,782 PY2023
- RSM US LLP codes 10 50 $19,226 PY2023
- Husch Blackwell codes 29 50 $8,284 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 16 50 $175,507 PY2022
- MET Life codes 13 15 23 50 56 62 $26,186 PY2022
- RSM US LLP codes 10 50 $17,965 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedWatlow Group Pension Plan total assets $137M -> $93M (-32.1%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedSEI Investments appears on Watlow Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Investments Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedWatlow Group Pension Plan funded ratio 99.7% -> 82.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWatlow Group Pension Plan plan assets $176M -> $136M (-22.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430574450-002
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.