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
GE Appliances Pension Plan
Corporate pensionLouisville, KY
Assets
$9.9M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Haier US Appliance Solutions, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 56.0%
- U.S. Government securities 4.1%
- Common/collective trusts 24.4%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
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)
- Capfinancial Partners, LLCplan years 2022
- SLC Managementplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$93,033 (2023-12) · $75,746 (2022-12)
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 | 314 | $12.2M | $15.2M | 80.0% | $9.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 316 | $14.2M | $18.7M | 80.0% | $12.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 316 | $20.2M | $22.7M | 84.9% | $14.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Capfinancial Partners, LLC codes 28 51 $50,435 PY2024
- SLC Capital Management (U.S.) LLC codes 28 51 $30,000 PY2024
- Thompson Hine LLP codes 29 50 $5,641 PY2024
- Wilmington Trust Cit Db Growth Port Sched. D C $2.4M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Capfinancial Partners, LLC codes 28 51 $48,033 PY2023
- SLC Capital Management (U.S.) LLC codes 28 51 $45,000 PY2023
- Wilmington Trust Cit Db Growth Port Sched. D C $2.8M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Capfinancial Partners, LLC codes 28 51 $45,746 PY2022
- SLC Capital Management (U.S.) LLC codes 28 51 $30,000 PY2022
- Wilmington Trust Cit Db Growth Port Sched. D C $3.2M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedGE Appliances Pension Plan total assets $12M -> $10M (-18.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedGE Appliances Pension Plan plan assets $14M -> $12M (-14.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedGE Appliances Pension Plan total assets $14M -> $12M (-14.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedGE Appliances Pension Plan funded ratio 84.9% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGE Appliances Pension Plan plan assets $20M -> $14M (-29.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 811692501-003
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.