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
Yuasa Battery, Inc. Hourly Employees' Pension Plan
Corporate pensionLaureldale, PA
Assets
$55
Total assets, Dec 31, 2024 reported
Funded
116.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Yuasa Battery, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 27.1%
- Registered investment companies 72.6%
Consultants and advisers
3 firms
- Principal Spectrum Asset Management Custodianthrough Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Custodianthrough 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
22 readings
Plan assets
Funded ratio
Funding target
Discount rate
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 | 279 | n/a | n/a | n/a | $55 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 281 | n/a | n/a | n/a | $7.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 286 | $10.0M | $6.8M | 116.8% | $7.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman, Inc. codes 11 $59,170 PY2024
- Principal Financial Group, Inc. codes 19 21 64 $10,814 PY2024
- Milliman, Inc. codes 11 $17,600 PY2023
- Wells Fargo Bank, N.A. codes 19 21 64 $9,934 PY2023
- Milliman, Inc. codes 11 $31,475 PY2022
- Wells Fargo Bank, N.A. codes 19 21 64 $9,890 PY2022
- Stevens & Lee, P.C codes 29 $7,441 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
1 events
- Dec 31, 2024Assets changedYuasa Battery, Inc. Hourly Employees' Pension Plan total assets $7M -> $55 (-100.0%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510402945-003
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.