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 of American Society for Testing and Materials

Corporate pensionWest Conshohocken, PA
Assets
$223M
Total assets, Apr 30, 2025 reported
Funded
178.4%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: American Society for Testing and Materials
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • U.S. Government securities 14.1%
  • Other investments 9.7%
  • Partnership/joint venture interests 6.3%
  • Registered investment companies 23.6%
  • Common stock 43.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$223M Apr 30, 2025 reported Form 5500
$211M (2024-04) · $195M (2023-04)
Plan assets
$211M May 1, 2024 reported Form 5500
$195M (2023-05) · $197M (2022-05)
Net assets
$223M Apr 30, 2025 reported Form 5500
$211M (2024-04) · $195M (2023-04)
Funded ratio
178.4% May 1, 2024 reported Form 5500
179.2% (2023-05) · 203.3% (2022-05)
Funding target
$118M May 1, 2024 reported Form 5500
$109M (2023-05) · $97.1M (2022-05)
Discount rate
5.41% May 1, 2024 reported Form 5500
5.36% (2023-05) · 5.53% (2022-05)
Participants
466 May 1, 2024 reported Form 5500
477 (2023-05) · 456 (2022-05)
Contributions
$0 Apr 30, 2025 reported Form 5500
$0 (2024-04) · $0 (2023-04)
Benefits paid
$4.7M Apr 30, 2025 reported Form 5500
$4.4M (2024-04) · $4.1M (2023-04)
Net investment income
$12.7M Apr 30, 2025 reported Form 5500
$15.9M (2024-04) · $-2.7M (2023-04)
Investment management fees
$808,311 Apr 30, 2025 reported Form 5500
$901,009 (2024-04) · $953,895 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025466$211M$118M178.4%$223M$14.1Mn/an/a
2023 to Apr 30, 2024477$195M$109M179.2%$211M$12.8Mn/an/a
2022 to Apr 30, 2023456$197M$97.1M203.3%$195M$13.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • May 1, 2023Funded status changed
    Pension Plan of American Society for Testing and Materials funded ratio 203.3% -> 179.2% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231352024-001
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.