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
Dalton Corporation, Warsaw Manufacturing Facility Pension Plan
Corporate pensionWarsaw, IN
Assets
$30.2M
Total assets, Dec 31, 2024 reported
Funded
94.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Dalton Corporation, Warsaw Manufacturing Facility
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.9%
- U.S. Government securities 8.3%
- Registered investment companies 89.4%
Consultants and advisers
4 firms
- MTB of Michigan, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Charles Schwab Trust Bank Custodianthrough Dec 31, 2023 Form 5500
- Reliance Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Nyhart 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
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
32 readings
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 | 568 | $32.1M | $33.8M | 94.8% | $30.2M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 580 | $31.0M | $34.1M | 90.9% | $33.5M | $26 | n/a | n/a |
| 2022 to Dec 31, 2022 | 683 | $36.8M | $36.1M | 101.8% | $32.3M | $29 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab Trust Bank codes 19 50 $166,797 PY2024
- Kruggel, Lawton & Company, LLC codes 10 50 $15,300 PY2024
- Nyhart codes 11 PY2024
- MTB of Michigan, LLC codes 27 50 $96,191 PY2023
- Charles Schwab Trust Bank codes 19 50 $55,013 PY2023
- Reliance Trust Company codes 19 50 $17,853 PY2023
- Nyhart codes 11 PY2023
- MTB of Michigan, LLC codes 27 50 $164,003 PY2022
- Reliance Trust Company codes 19 50 $19,344 PY2022
- Nyhart codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMTB of Michigan, LLC no longer appears on Dalton Corporation, Warsaw Manufacturing Facility Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with MTB of Michigan, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedDalton Corporation, Warsaw Manufacturing Facility Pension Plan total assets $34M -> $30M (-10.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedDalton Corporation, Warsaw Manufacturing Facility Pension Plan funded ratio 90.9% -> 94.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedDalton Corporation, Warsaw Manufacturing Facility Pension Plan funded ratio 101.8% -> 90.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDalton Corporation, Warsaw Manufacturing Facility Pension Plan plan assets $37M -> $31M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350259770-002
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.