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

Golub Corporation Qualified Security Plan

Corporate pensionSchenectady, NY
Assets
$15.3M
Total assets, Apr 27, 2025 reported
Funded
95.4%
Apr 29, 2024
Private markets target
n/a
policy Apr 27, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Golub Corporation
Allocation policy
Form 5500, as of Apr 27, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Other investments 10.6%
  • Registered investment companies 3.9%
  • Common stock 83.4%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 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
30 readings
Total assets
$15.3M Apr 27, 2025 reported Form 5500
$15.5M (2024-04) · $15.4M (2023-04)
Plan assets
$15.5M Apr 29, 2024 reported Form 5500
$15.4M (2023-05) · $16.5M (2022-05)
Net assets
$15.3M Apr 27, 2025 reported Form 5500
$15.5M (2024-04) · $15.4M (2023-04)
Funded ratio
95.4% Apr 29, 2024 reported Form 5500
95.7% (2023-05) · 100.8% (2022-05)
Funding target
$15.1M Apr 29, 2024 reported Form 5500
$15.1M (2023-05) · $15.4M (2022-05)
Discount rate
5.19% Apr 29, 2024 reported Form 5500
5.10% (2023-05) · 5.27% (2022-05)
Participants
356 Apr 29, 2024 reported Form 5500
365 (2023-05) · 377 (2022-05)
Benefits paid
$1.1M Apr 27, 2025 reported Form 5500
$1.8M (2024-04) · $995,648 (2023-04)
Net investment income
$-206,441 Apr 27, 2025 reported Form 5500
$56,110 (2024-04) · $-1.1M (2023-04)
Investment management fees
$105,496 Apr 27, 2025 reported Form 5500
$122,177 (2024-04) · $144,120 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 27, 2025356$15.5M$15.1M95.4%$15.3Mn/an/an/a
2023 to Apr 30, 2024365$15.4M$15.1M95.7%$15.5Mn/an/an/a
2022 to Apr 30, 2023377$16.5M$15.4M100.8%$15.4Mn/an/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
    Golub Corporation Qualified Security Plan funded ratio 100.8% -> 95.7% (2022-05-01 to 2023-05-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 140724820-004
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.