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
National Cement Company Salaried Employees Retirement Plan
Corporate pensionEncino, CA
Assets
$33.6M
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: National Cement Company, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.3%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney, LLC General consultantthrough Dec 31, 2022 Form 5500
- AON Investments USA Inc Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, 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
30 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 | 257 | $33.0M | $37.7M | 91.4% | $33.6M | n/a | $33.0M | n/a |
| 2023 to Dec 31, 2023 | 260 | $30.7M | $36.7M | 92.0% | $33.0M | n/a | $32.6M | n/a |
| 2022 to Dec 31, 2022 | 256 | $38.3M | $35.0M | 109.6% | $30.7M | n/a | $30.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 16 50 65 $185,206 PY2024
- Morgan Stanley Smith Barney codes 16 50 $33,275 PY2024
- The Bank of New York Mellon codes 21 50 $25,025 PY2024
- National Cement Co. Master Trust Sched. D M $33.0M PY2024
- AON Consulting, Inc codes 11 PY2024
- AON Consulting, Inc. codes 11 16 50 65 $158,815 PY2023
- Morgan Stanley Smith Barney codes 16 50 $30,709 PY2023
- The Bank of New York Mellon codes 21 50 $24,760 PY2023
- National Cement Co. Master Trust Sched. D M $32.6M PY2023
- AON Consulting, Inc codes 11 PY2023
- AON Consulting, Inc. codes 11 16 50 65 $164,985 PY2022
- Morgan Stanley Smith Barney codes 16 50 $34,016 PY2022
- The Bank of New York Mellon codes 21 50 $24,840 PY2022
- National Cement Co. Master Trust Sched. D M $30.7M PY2022
- AON Consulting, Inc codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedNational Cement Company Salaried Employees Retirement Plan funded ratio 109.6% -> 92.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNational Cement Company Salaried Employees Retirement Plan plan assets $38M -> $31M (-20.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630664316-004
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.