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
BIG Heart Pet Brands Retirement Plan
Corporate pensionOrrville, OH
Assets
$122M
Total assets, Dec 31, 2024 reported
Funded
87.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: The J.M. Smucker Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 24.9%
- U.S. Government securities 12.9%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 3.0%
- Registered investment companies 46.1%
Consultants and advisers
2 firms
- SEI Investment Company Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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
- SEI Core Property Collective Fund3 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 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $14.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
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 | 2,454 | n/a | n/a | n/a | $122M | $22,817 | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,620 | $133M | $138M | 87.6% | $122M | $21,012 | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,430 | $124M | $99.1M | 103.3% | $133M | $33,771 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Delaware Inc codes 11 15 $1.1M PY2024
- SEI Investments Company codes 10 21 28 $304,561 PY2024
- Maloney + Novotny LLC codes 10 $61,885 PY2024
- Vorys, Sater, Seymour & Pease LLP codes 29 $30,261 PY2024
- SEI Core Property Collective Inv Tr Sched. D C $3.6M PY2024
- Towers Watson Delaware Inc codes 11 15 $688,963 PY2023
- SEI Investments Company codes 10 21 28 $495,301 PY2023
- Maloney + Novotny LLC codes 10 $42,500 PY2023
- SEI Core Property Collective Inv Tr Sched. D C $6.6M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- SEI Investments Company codes 10 21 28 $400,767 PY2022
- Towers Watson Delaware Inc codes 11 $113,662 PY2022
- Maloney + Novotny LLC codes 10 $21,800 PY2022
- SEI Core Property Collective Inv Tr Sched. D C $14.1M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
1 events
- Jan 1, 2023Funded status changedBIG Heart Pet Brands Retirement Plan funded ratio 103.3% -> 87.6% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340538550-202
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.