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

Scripps Pension Plan (journal Publishing Company)

Corporate pensionCincinnati, OH
Assets
$9.9M
Total assets, Dec 31, 2024 reported
Funded
105.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
33
none on the tape
Plan sponsor: Journal Publishing Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 99.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
33 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024World Equity Fundcollective trustRussell Trust CompanyPublic equity$493,189 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Trust CompanyPooled vehicles$368,647 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 10-15 Yr Strips Fxd Inc Fdcollective trustRussell Trust CompanyPooled vehicles$834,576 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$915,126 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$590,963 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$591,369 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$284,904 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Trust CompanyFixed income$111,755 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Global Real Estate Securities Fundcollective trustRussell Trust CompanyReal estate$95,207 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202414 Year Ldi Fixed Income Fundcollective trustRussell Trust CompanyFixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 8-Year Ldi Fixed Income Fdcollective trustRussell Trust CompanyFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023World Equity Fundcollective trustRussell Trust CompanyPublic equity$530,673 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Trust CompanyPooled vehicles$408,278 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 10-15 Yr Strips Fxd Inc Fdcollective trustRussell Trust CompanyPooled vehicles$911,004 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$639,361 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$626,637 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$324,576 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Trust CompanyFixed income$126,401 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Global Real Estate Securities Fundcollective trustRussell Trust CompanyReal estate$107,698 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202314 Year Ldi Fixed Income Fundcollective trustRussell Trust CompanyFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 8-Year Ldi Fixed Income Fdcollective trustRussell Trust CompanyFixed income$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022World Equity Fundcollective trustRussell Trust CompanyPublic equity$539,791 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Trust CompanyPooled vehicles$403,103 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 10-15 Yr Strips Fxd Inc Fdcollective trustRussell Trust CompanyPooled vehicles$905,513 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$657,521 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$647,984 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$318,222 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Trust CompanyFixed income$110,318 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Global Real Estate Securities Fundcollective trustRussell Trust CompanyReal estate$105,409 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202214 Year Ldi Fixed Income Fundcollective trustRussell Trust CompanyFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 8-Year Ldi Fixed Income Fdcollective trustRussell Trust CompanyFixed income$3.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$9.9M Dec 31, 2024 reported Form 5500
$10.9M (2023-12) · $11.0M (2022-12)
Plan assets
$10.9M Jan 1, 2024 reported Form 5500
$11.0M (2023-01) · $15.3M (2022-01)
Net assets
$9.9M Dec 31, 2024 reported Form 5500
$10.9M (2023-12) · $11.0M (2022-12)
Funded ratio
105.8% Jan 1, 2024 reported Form 5500
106.2% (2023-01) · 133.6% (2022-01)
Funding target
$10.8M Jan 1, 2024 reported Form 5500
$11.1M (2023-01) · $11.0M (2022-01)
Discount rate
8.00% Jan 1, 2024 reported Form 5500
8.00% (2023-01) · 8.00% (2022-01)
Participants
179 Jan 1, 2024 reported Form 5500
184 (2023-01) · 188 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$1.1M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.1M (2022-12)
Net investment income
$-940,099 Dec 31, 2024 reported Form 5500
$-113,948 (2023-12) · $-4.3M (2022-12)
Investment management fees
$3,921 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024179$10.9M$10.8M105.8%$9.9Mn/an/an/a
2023 to Dec 31, 2023184$11.0M$11.1M106.2%$10.9Mn/an/an/a
2022 to Dec 31, 2022188$15.3M$11.0M133.6%$11.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Russell Trust Company codes 25 50 99 $35,351 PY2024
  • Cassady Schiller Cpa's & Advisors codes 10 50 $8,500 PY2024
  • AON Consulting, Inc. codes 14 50 $7,500 PY2024
  • Highland Consulting Associates codes 17 50 $4,683 PY2024
  • Russell 1000 Index Fund-Series I Sched. D C $915,126 PY2024
  • Russell International Fund Sched. D C $590,963 PY2024
  • Russell Small Cap Fund Sched. D C $284,904 PY2024
  • Russell 25 Plus Year Strps Fxd Inc Sched. D C $111,755 PY2024
  • Russell Global Real Estate Security Sched. D C $95,207 PY2024
  • Russell 14-Year Ldi Fixed Income Fd Sched. D C $2.7M PY2024
  • Russell 8-Year Ldi Fixed Income Fd Sched. D C $2.9M PY2024
  • Russell Emerging Markets Fund Sched. D C $591,369 PY2024
  • Russell World Equity Fund Sched. D C $493,189 PY2024
  • Russell 15-20 Yr Strips Fxd Inc Fd Sched. D C $368,647 PY2024
  • Russell 10-15 Yr Strips Fxd Inc Fd Sched. D C $834,576 PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Russell Trust Company codes 25 50 99 $36,552 PY2023
  • Cassady Schiller Cpa's & Advisors codes 10 50 $21,072 PY2023
  • Russell Global Real Estate Security Sched. D C $107,698 PY2023
  • Russell World Equity Fund Sched. D C $530,673 PY2023
  • Russell 15-20 Yr Strips Fxd Inc Fd Sched. D C $408,278 PY2023
  • Russell 10-15 Yr Strips Fxd Inc Fd Sched. D C $911,004 PY2023
  • Russell 1000 Index Fund-Series I Sched. D C $1.1M PY2023
  • Russell International Fund Sched. D C $639,361 PY2023
  • Russell Emerging Markets Fund Sched. D C $626,637 PY2023
  • Russell Small Cap Fund Sched. D C $324,576 PY2023
  • Russell 25 Plus Year Strps Fxd Inc Sched. D C $126,401 PY2023
  • Russell 14-Year Ldi Fixed Income Fd Sched. D C $2.9M PY2023
  • Russell 8-Year Ldi Fixed Income Fd Sched. D C $3.1M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • Russell Trust Company codes 25 50 99 $45,579 PY2022
  • Cassady Schiller Cpa's & Advisors codes 10 50 $20,100 PY2022
  • Russell 10-15 Yr Strips Fxd Inc Fd Sched. D C $905,513 PY2022
  • Russell 1000 Index Fund-Series I Sched. D C $1.1M PY2022
  • Russell International Fund Sched. D C $657,521 PY2022
  • Russell Emerging Markets Fund Sched. D C $647,984 PY2022
  • Russell Small Cap Fund Sched. D C $318,222 PY2022
  • Russell 25 Plus Year Strps Fxd Inc Sched. D C $110,318 PY2022
  • Russell Global Real Estate Security Sched. D C $105,409 PY2022
  • Russell 14-Year Ldi Fixed Income Fd Sched. D C $2.9M PY2022
  • Russell World Equity Fund Sched. D C $539,791 PY2022
  • Russell 15-20 Yr Strips Fxd Inc Fd Sched. D C $403,103 PY2022
  • Russell 8-Year Ldi Fixed Income Fd Sched. D C $3.2M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
  • Dec 31, 2024Consultant changedinference
    Highland Consulting Associates appears on Scripps Pension Plan (journal Publishing Company)'s Schedule C as pension consultant (plan year 2024 vs 2023)
    with Highland Consultingaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Scripps Pension Plan (journal Publishing Company) funded ratio 133.6% -> 106.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Scripps Pension Plan (journal Publishing Company) plan assets $15M -> $11M (-28.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 850448553-001
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.