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.

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Corporate pension

E••••• H••••• P•••••• P••• f•• C••••••••• B•••••••• E••••••••

Corporate pensionAkron, OH
Assets
$18.2M
Total assets, Dec 31, 2024 reported
Funded
84.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: E••••• H••••• C•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.7%
  • Common/collective trusts 90.2%
  • Registered investment companies 3.9%
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
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A•• G••••• E••••• F•••collective trustA•• T•••• C•••••• L••Public equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 20242•• Y• U• S• T•••• S•••••collective trustA•• T•••• C•••••• L••Pooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• C••• R••• E••••• F•••collective trustA•• T•••• C•••••• L••Real estate$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• L••• C••••• B••• F•••collective trustA•• T•••• C•••••• L••Private credit$487,386 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• M••••••••• C••••• F•••collective trustA•• T•••• C•••••• L••Private credit$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• U• I••••••••• G•••••••••collective trustA•• T•••• C•••••• L••Pooled vehicles$998,681 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• N••••• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• S•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$435,758 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• L•••• C•• E••••• I•••• F•••collective trustA•• T•••• C•••••• L••Public equity$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• E••••••• L•••••••• D••••• I••••collective trustA•• T•••• C•••••• L••Pooled vehicles$300,000 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N••• U•••• L••• T••••••• C••collective trustN•••Fixed income$4.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$18.2M Dec 31, 2024 reported Form 5500
$18.9M (2023-12) · $0 (2022-12)
Plan assets
$18.8M Jan 1, 2024 reported Form 5500
$17.6M (2023-01) · $39.1M (2022-01)
Net assets
$18.2M Dec 31, 2024 reported Form 5500
$18.9M (2023-12) · $0 (2022-12)
Funded ratio
84.1% Jan 1, 2024 reported Form 5500
89.0% (2023-01) · 93.6% (2022-01)
Funding target
$23.0M Jan 1, 2024 reported Form 5500
$21.8M (2023-01) · $40.8M (2022-01)
Discount rate
5.35% Jan 1, 2024 reported Form 5500
5.49% (2023-01) · 5.31% (2022-01)
Participants
889 Jan 1, 2024 reported Form 5500
900 (2023-01) · 232 (2022-01)
Contributions
$860,000 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $0 (2022-12)
Benefits paid
$745,710 Dec 31, 2024 reported Form 5500
$739,702 (2023-12) · $16.2M (2022-12)
Net investment income
$-713,729 Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $-22.9M (2022-12)
Investment management fees
$12,519 Dec 31, 2024 reported Form 5500
$9,005 (2023-12) · $2,010 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024889$18.8M$23.0M84.1%$18.2Mn/an/an/a
2023 to Dec 31, 2023900$17.6M$21.8M89.0%$18.9Mn/an/an/a
2022 to Dec 31, 2022908$19.1M$18.3M102.6%$17.7Mn/an/an/a
2022 to Dec 31, 2022232$39.1M$40.8M93.6%$0n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • A•• S•••• C•• E••••• I•••• F••• Sched. D C $435,758 PY2024
  • A•• L•••• C•• E••••• I•••• F••• Sched. D C $2.4M PY2024
  • A•• E••••••• L•••••••• D••••• I•••• Sched. D C $300,000 PY2024
  • N••• Ta Clearing Sched. D C $4.1M PY2024
  • A•• M••••••••• C••••• F••• Sched. D C $1.2M PY2024
  • A•• U• I••••••••• G••••••••• B••• Sched. D C $998,681 PY2024
  • AON Non Equity I•••• Fund Sched. D C $1.5M PY2024
  • A•• G••••• E••••• F••• Sched. D C $1.5M PY2024
  • AON 20+ Year U.S. T••••••• S••••• F Sched. D C $2.4M PY2024
  • AON Hewitt Collective I••••tment Sched. D C $1.1M PY2024
  • Ahcit L••• Credit Fund Sched. D C $487,386 PY2024
  • A•• C••••••••• I••• codes 11 PY2024
  • A•• C••••••••• I••• codes 11 PY2023
  • AON I••••tment USA Inc codes 16 $270,885 PY2022
  • N••••••• Trust Company codes 21 $9,243 PY2022
  • AON C••• R••• E••••• - Class I Sched. D C PY2022
  • MFO Aon Hewitt Collective Invt Tr G Sched. D C PY2022
  • MFO Agt Global R••• E••••• Sched. D C PY2022
  • CF Multi Asset Credit Class-I Sched. D C PY2022
  • MFO Agt US Int Active Credit Sched. D C PY2022
  • MFO Agt US L••• Fixed Active Credi Sched. D C PY2022
  • MFO Ahgt High Yield Plus B••• Sched. D C PY2022
  • MFO Aon Hewitt Collective Invt Tr G Sched. D C PY2022
  • CF Ssga Global Equity Ex USA Inx Nl Sched. D C PY2022
  • CF Ssga I••••••••• US Govt B••• Sched. D C PY2022
  • CF Ssga Russell L•••• Cap Inx Sf Sched. D C PY2022
  • CF Ssga Russell S•••• Cap Inx Sf Sched. D C PY2022
  • CF Ssga US L••• Govt B••• Indx Sf Sched. D C PY2022
  • Ntgi Coltv Govt Stif Regi Stered Sched. D C PY2022
  • A•• C••••••••• I••• codes 11 PY2022
  • A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    E••••• H••••• P•••••• P••• f•• C••••••••• B•••••••• E•••••••• funded ratio 89.0% -> 84.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    E••••• H••••• P•••••• P••• f•• C••••••••• B•••••••• E•••••••• funded ratio 93.6% -> 89.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    E••••• H••••• P•••••• P••• f•• C••••••••• B•••••••• E•••••••• plan assets $39M -> $18M (-54.9%, 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 843992199-002
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.