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
Momentive Technologies Pension Plan
Corporate pensionStrongsville, OH
Assets
$29.0M
Total assets, Dec 31, 2024 reported
Funded
74.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Momentive Technologies
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 1.7%
- Common/collective trusts 32.5%
- Registered investment companies 64.4%
Consultants and advisers
4 firms
- C & P Advisors, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Voya Retirement Ins & Annuity Directed trusteethrough Dec 31, 2022 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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 | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust N.A. | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Trust N.A. | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$46,650 (2023-12) · $40,000 (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 | 360 | $27.0M | $36.1M | 74.8% | $29.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 493 | $35.6M | $44.0M | 75.9% | $27.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 654 | $54.4M | $50.3M | 103.2% | $35.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 49 50 $98,803 PY2024
- Capfinancial Partners, LLC codes 27 50 $40,000 PY2024
- Voya codes 25 50 $26,377 PY2024
- DB Growth Portfolio-Institutional Sched. D C $9.4M PY2024
- October Three Consulting LLC codes 11 PY2024
- October Three Consulting LLC codes 49 50 $293,649 PY2023
- Capfinancial Partners, LLC codes 27 50 $40,000 PY2023
- Voya codes 25 50 $38,674 PY2023
- C & P Advisors, LLC codes 27 50 $6,650 PY2023
- DB Growth Portfolio-Institutional Sched. D C $8.3M PY2023
- October Three Consulting LLC codes 11 PY2023
- October Three Consulting LLC codes 49 50 $210,001 PY2022
- Voya codes 25 50 $51,326 PY2022
- Capfinancial Partners, LLC codes 27 50 $40,000 PY2022
- DB Growth Portfolio-Institutional Sched. D C $11.0M PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceC & P Advisors, LLC no longer appears on Momentive Technologies Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C & P Advisors, LLCaskebsa.dol.gov
- Jan 1, 2024Assets changedMomentive Technologies Pension Plan plan assets $36M -> $27M (-24.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceC & P Advisors, LLC appears on Momentive Technologies Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C & P Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedMomentive Technologies Pension Plan total assets $36M -> $27M (-24.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMomentive Technologies Pension Plan funded ratio 103.2% -> 75.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMomentive Technologies Pension Plan plan assets $54M -> $36M (-34.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341839929-001
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.