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
Virtus Precision Tube, LLC Pension Plan
Corporate pensionFranklin, KY
Assets
n/a
Total assets, Sep 13, 2023 reported
Funded
110.1%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Virtus Precision Tube
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Registered investment companies 88.1%
Consultants and advisers
3 firms
- Onedigital Resources Invest Advisor Pension consultantthrough Dec 31, 2022 Form 5500
- Burke Group Actuarythrough Dec 31, 2022 Form 5500
- Regions Bank Trusteethrough 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
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
16 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Sep 13, 2023 | 148 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 151 | $5.9M | $5.0M | 110.1% | $5.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Burke Group LLC codes 11 50 $18,300 PY2022
- Regions Bank codes 21 50 $6,948 PY2022
- Onedigital Resources Invest Advisor codes 17 $6,000 PY2022
- Burke Group codes 11 PY2022
What changed
1 events
- Sep 13, 2023Assets changedVirtus Precision Tube, LLC Pension Plan total assets $5M -> $0 (-100.0%, 2022-12-31 to 2023-09-13)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 611258477-007
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.