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
Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC
Corporate pensionPawcatuck, CT
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
121.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Davis-Standard, LLC
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 73.2%
- Registered investment companies 26.6%
Consultants and advisers
3 firms
- Cambridge Inv Research Inc Pension consultantthrough Dec 31, 2022 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2023 Form 5500
- The Angell Pension Group, Inc. Actuarythrough 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
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 Dec 31, 2023 | 373 | $15.9M | $12.9M | 121.5% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 377 | $16.6M | $12.7M | 116.7% | $15.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Matrix Trust codes 21 $24,791 PY2023
- The Angell Pension Group, Inc. codes 11 $7,269 PY2023
- Cambridge Inv Research Inc codes 17 $1,500 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- The Angell Pension Group, Inc. codes 11 $38,816 PY2022
- Citrin Cooperman codes 50 $17,000 PY2022
- Cambridge Inv Research Inc codes 17 $7,500 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2023Assets changedPension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC total assets $16M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC funded ratio 116.7% -> 121.5% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 202653604-037
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.