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

Alon USA Pension Plan

Corporate pensionBrentwood, TN
Assets
$97.5M
Total assets, Dec 31, 2024 reported
Funded
114.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Alon USA GP, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
2 firms
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
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$46.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$51.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$49.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$44.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$627,136 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$309,115 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$829,567 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$45.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$36.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$97.5M Dec 31, 2024 reported Form 5500
$104M (2023-12) · $102M (2022-12)
Plan assets
$104M Jan 1, 2024 reported Form 5500
$102M (2023-01) · $138M (2022-01)
Net assets
$97.5M Dec 31, 2024 reported Form 5500
$104M (2023-12) · $102M (2022-12)
Funded ratio
114.6% Jan 1, 2024 reported Form 5500
112.0% (2023-01) · 136.3% (2022-01)
Funding target
$100.0M Jan 1, 2024 reported Form 5500
$100M (2023-01) · $99.0M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.41% (2022-01)
Participants
908 Jan 1, 2024 reported Form 5500
909 (2023-01) · 912 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$6.0M Dec 31, 2024 reported Form 5500
$5.8M (2023-12) · $5.8M (2022-12)
Net investment income
$-6.7M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $-35.7M (2022-12)
Investment management fees
$36,244 Dec 31, 2024 reported Form 5500
$36,137 (2023-12) · $39,390 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024908$104M$100.0M114.6%$97.5Mn/an/an/a
2023 to Dec 31, 2023909$102M$100M112.0%$104Mn/an/an/a
2022 to Dec 31, 2022912$138M$99.0M136.3%$102Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Global Investors, LLC codes 27 50 $36,244 PY2024
  • Principal Life Insurance Company codes 13 50 64 $30,456 PY2024
  • Prin Lgcap S&p 500 Index Sa-I3 Sched. D P PY2024
  • Prin Diversified Intl Sa-R6 Sched. D P PY2024
  • Prin Ldi Long Duration Sa-I3 Sched. D P $46.1M PY2024
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $51.4M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Global Investors, LLC codes 27 50 $36,137 PY2023
  • Principal Life Insurance Company codes 13 50 64 $25,286 PY2023
  • Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $7.3M PY2023
  • Prin Ldi Long Duration Sa-I3 Sched. D P $49.0M PY2023
  • Principal Overseas Sep Acct-R6 Sched. D P PY2023
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $44.8M PY2023
  • Prin Org Emg Mkts Sep Acct-I3 Sched. D P PY2023
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2023
  • Prin Diversified Intl Sa-R6 Sched. D P $3.1M PY2023
  • Prin Smcap S&p 600 Index Sa-R6 Sched. D P PY2023
  • Prin Midcap S&p 400 Idx Sa-R6 Sched. D P PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Global Investors, LLC codes 27 50 $39,390 PY2022
  • Carr, Riggs & Ingram codes 10 50 $10,000 PY2022
  • Principal Life Insurance Company codes 13 50 64 $3,449 PY2022
  • Prin Smcap S&p 600 Index Sa-R6 Sched. D P $309,115 PY2022
  • Prin Midcap S&p 400 Idx Sa-R6 Sched. D P $829,567 PY2022
  • Prin Ldi Long Duration Sa-I3 Sched. D P $45.6M PY2022
  • Principal Overseas Sep Acct-R6 Sched. D P $1.4M PY2022
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $36.0M PY2022
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P $627,136 PY2022
  • Prin Diversified Intl Sa-R6 Sched. D P $3.1M PY2022
  • Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $13.2M PY2022
  • Prin Org Emg Mkts Sep Acct-I3 Sched. D P $1.2M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
10 events
  • Dec 31, 2024Holding endedinference
    Alon USA Pension Plan no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Alon USA Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Alon USA Pension Plan funded ratio 112.0% -> 114.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Alon USA Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Alon USA Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $829,567 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Alon USA Pension Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Alon USA Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $309,115 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Alon USA Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $627,136 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Alon USA Pension Plan funded ratio 136.3% -> 112.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Alon USA Pension Plan plan assets $138M -> $102M (-25.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223879832-001
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.