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

American Printing House for the Blind New Retirement Plan

Corporate pensionLouisville, KY
Assets
$16.9M
Total assets, Dec 31, 2023 reported
Funded
89.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: American Printing House for the Blind, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 36.5%
  • Corporate debt instruments (other) 0.0%
  • Registered investment companies 63.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 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
21 readings
Total assets
$16.9M Dec 31, 2023 reported Form 5500
$41.9M (2022-12)
Plan assets
$41.9M Jan 1, 2023 reported Form 5500
$51.6M (2022-01)
Net assets
$16.7M Dec 31, 2023 reported Form 5500
$41.9M (2022-12)
Funded ratio
89.8% Jan 1, 2023 reported Form 5500
104.5% (2022-01)
Funding target
$43.8M Jan 1, 2023 reported Form 5500
$43.5M (2022-01)
Discount rate
5.21% Jan 1, 2023 reported Form 5500
5.39% (2022-01)
Participants
251 Jan 1, 2023 reported Form 5500
253 (2022-01)
Contributions
$193,632 Dec 31, 2023 reported Form 5500
$1.6M (2022-12)
Benefits paid
$32.1M Dec 31, 2023 reported Form 5500
$2.9M (2022-12)
Net investment income
$-25.2M Dec 31, 2023 reported Form 5500
$-9.7M (2022-12)
Investment management fees
$64,178 Dec 31, 2022 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023251$41.9M$43.8M89.8%$16.9Mn/an/an/a
2022 to Dec 31, 2022253$51.6M$43.5M104.5%$41.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2023Manager relationship endedinference
    Baird no longer appears on American Printing House for the Blind New Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bairdaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    American Printing House for the Blind New Retirement Plan total assets $42M -> $17M (-59.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    American Printing House for the Blind New Retirement Plan funded ratio 104.5% -> 89.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    American Printing House for the Blind New Retirement Plan plan assets $52M -> $42M (-18.8%, 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 610444640-002
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.