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
John Maneely Company Pension Plan
Corporate pensionChicago, IL
Assets
$154M
Total assets, Feb 28, 2025 reported
Funded
113.3%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
none on the tape
Plan sponsor: Wheatland Tube, LLC
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 30.4%
- U.S. Government securities 36.1%
- Other investments 0.1%
- Registered investment companies 10.6%
- Common stock 22.1%
Consultants and advisers
4 firms
- Hamilton & Company Investment adviser (plan)through Feb 28, 2023 Form 5500
- PNC Bank, National Association Trusteethrough Feb 28, 2025 Form 5500
- Mercer Actuarythrough Feb 28, 2023 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Feb 28, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Edgewood Management LLCplan years 2023
- Cooke & Bieler, L.P.plan years 2023
- Income Research & Mgmt. Inc.plan years 2023
- Hardman Johnston Global Advisorsplan years 2023
- Lazard Asset Management LLCplan years 2023
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
33 readings
Investment management fees
$631,508 (2024-02) · $752,847 (2023-02)
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 Feb 28, 2025 | 665 | $148M | $130M | 113.3% | $154M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 972 | $153M | $147M | 104.5% | $148M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 1,000 | $169M | $147M | 115.2% | $154M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Hamilton & Company codes 27 $224,128 PY2024
- Income Research and Management codes 28 $179,144 PY2024
- Mercer codes 11 $178,336 PY2024
- Cooke & Bieler LP codes 28 $85,592 PY2024
- Edgewood Management LLC codes 28 $85,494 PY2024
- Johnston Asset Management Corp codes 28 $83,497 PY2024
- PNC Bank, National Association codes 21 $40,857 PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $276,058 PY2023
- Income Research and Management codes 28 $224,591 PY2023
- Hamilton & Company codes 27 $127,960 PY2023
- Edgewood Management LLC codes 28 $116,906 PY2023
- Johnston Asset Management Corp codes 28 $89,632 PY2023
- Cooke & Bieler LP codes 28 $70,565 PY2023
- BMO Harris Bank Na codes 21 $27,098 PY2023
- Mercer codes 11 PY2023
- Edgewood Management LLC codes 28 $180,754 PY2022
- Mercer codes 11 $167,450 PY2022
- Cooke & Bieler LP codes 28 $155,315 PY2022
- Johnston Asset Management Corp codes 28 $140,273 PY2022
- Income Research and Management codes 28 $126,434 PY2022
- Hamilton & Company codes 27 $109,437 PY2022
- Lazard Asset Management LLC codes 28 $37,042 PY2022
- BMO Harris Bank Na codes 21 $13,419 PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Mar 1, 2024Funded status changedJohn Maneely Company Pension Plan funded ratio 104.5% -> 113.2% (2023-03-01 to 2024-03-01)
- Dec 31, 2023Manager relationship endedinferenceLazard Asset Management LLC no longer appears on John Maneely Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Lazard Asset Management LLCaskebsa.dol.gov
- Mar 1, 2023Funded status changedJohn Maneely Company Pension Plan funded ratio 115.2% -> 104.5% (2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231327437-011
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.