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
Monro, Inc. Pension Plan
Corporate pensionFairport, NY
Assets
$16.6M
Total assets, Mar 31, 2025 reported
Funded
89.5%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
6
none on the tape
Plan sponsor: Monro, Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 41.4%
- Pooled separate accounts 1.0%
- Registered investment companies 57.6%
Consultants and advisers
4 firms
- Onedigital Trusteethrough Mar 31, 2025 Form 5500
- Nixon Peabody Trusteethrough Mar 31, 2024 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Mar 31, 2023 Form 5500
- Westminster Consulting, LLC Trusteethrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins3 rows, latest Mar 31, 2025
- Prudential Trust Co.3 rows, latest Mar 31, 2025
Commitments
6 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 Mar 31, 2025 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $165,764 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | PRU Long Duration Credit Fundcollective trust | Prudential Trust Co. | Private credit | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $363,597 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | PRU Long Duration Credit Fundcollective trust | Prudential Trust Co. | Private credit | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $120,831 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | PRU Long Duration Credit Fundcollective trust | Prudential Trust Co. | Private credit | $5.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 Mar 31, 2025 | 588 | $17.2M | $16.6M | 89.5% | $16.6M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 594 | $17.1M | $17.4M | 80.9% | $17.3M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 606 | $20.5M | $17.2M | 93.4% | $17.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 12 $99,079 PY2024
- Bpas Acturial and Pension Services codes 11 $38,400 PY2024
- ONE Digital Topco LLC DBA Resources codes 21 $22,500 PY2024
- Withumsmith + Brown, PC codes 10 $15,500 PY2024
- Nixon Peabody LLP codes 21 $2,328 PY2024
- Prudential Short-Term Sched. D P $165,764 PY2024
- PRU Long Durcrci2 Sched. D C $6.9M PY2024
- Bpas Actuarial and Pension Services codes 11 PY2024
- Empower Annuity Insurance Company codes 12 $92,620 PY2023
- Bpas Actuarial & Pension Services codes 11 $36,185 PY2023
- Westminster Consulting, LLC codes 21 $30,000 PY2023
- Freed Maxick CPAS PC codes 10 $15,000 PY2023
- Nixon Peabody, LLC codes 21 $1,604 PY2023
- Pgim Short Term (isp) Sched. D P $363,597 PY2023
- Prudential Trust Company Sched. D C $7.2M PY2023
- Bpas Actuarial and Pension Services codes 11 PY2023
- Bpas Actuarial & Pension Services codes 11 $153,128 PY2022
- Prudential Retirement Ins & Annuity codes 12 $97,812 PY2022
- Freed Maxick CPAS PC codes 10 $30,700 PY2022
- Westminister Consulting, LLC codes 21 $30,000 PY2022
- Nixon Peabody, LLP codes 29 $19,758 PY2022
- Prudential Short-Term Sched. D P $120,831 PY2022
- PRU Long Duration Credit Fund Sched. D C $5.9M PY2022
- Bpas Actuarial and Pension Services codes 11 PY2022
What changed
3 events
- Apr 1, 2024Funded status changedMonro, Inc. Pension Plan funded ratio 80.9% -> 89.5% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedMonro, Inc. Pension Plan funded ratio 93.4% -> 80.9% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedMonro, Inc. Pension Plan plan assets $20M -> $17M (-16.5%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160838627-002
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.