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 Packaging Corporation Pension Retirement Plan
Corporate pensionColumbus, WI
Assets
$14.4M
Total assets, Dec 31, 2024 reported
Funded
111.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: American Packaging Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 6.9%
- Pooled separate accounts 16.1%
- Registered investment companies 77.0%
Consultants and advisers
1 firms
- Empower Actuarythrough Dec 31, 2022 Form 5500
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
- Prudential Retirement & Annuity Ins3 rows, latest Dec 31, 2024
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 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Core Plus Bond / Reams Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Plus Bond / Reams Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $989,752 held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 402 | $9.7M | $8.9M | 111.6% | $14.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 417 | $9.2M | $9.3M | 108.1% | $9.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 424 | $11.5M | $9.1M | 118.4% | $9.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $182,159 PY2024
- Nixon Peabody LLP codes $18,649 PY2024
- Stifel Nicolaus & Co Inc codes $6,250 PY2024
- Core Plus Bond / Reams Fund Sched. D P PY2024
- Long Duration Bond/ir&m Fund Sched. D P $2.3M PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $111,896 PY2023
- Core Plus Bond/reams Sched. D P $2.4M PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 $90,731 PY2022
- Core Plus Bond/reams Sched. D P $989,752 PY2022
- Empower codes 11 PY2022
What changed
6 events
- Dec 31, 2024Holding startedAmerican Packaging Corporation Pension Retirement Plan first reports an interest in Long Duration Bond/ir&m Fund (Prudential Retirement & Annuity Ins): $2M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAmerican Packaging Corporation Pension Retirement Plan no longer reports Core Plus Bond / Reams Fund (Prudential Retirement & Annuity Ins) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Assets changedAmerican Packaging Corporation Pension Retirement Plan total assets $10M -> $14M (+48.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAmerican Packaging Corporation Pension Retirement Plan funded ratio 108.1% -> 111.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAmerican Packaging Corporation Pension Retirement Plan funded ratio 118.4% -> 108.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Packaging Corporation Pension Retirement Plan plan assets $11M -> $9M (-20.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232209850-019
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.