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

The Ohiohealth Cash Balance Retirement Plan

Corporate pensionColumbus, OH
Assets
$743M
Total assets, Dec 31, 2024 reported
Funded
87.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Ohiohealth Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Corporate debt instruments (other) 35.4%
  • U.S. Government securities 24.4%
  • Other investments 8.8%
  • 103-12 investment entities 3.2%
  • Common/collective trusts 15.7%
  • Registered investment companies 2.5%
  • Common stock 2.7%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$77.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$24.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Blair Emerging Markets Growcollective trustWilliam Blair Investment ManagementPublic equity$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$65.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$24.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023William Blair Emerging Markets Growcollective trustWilliam Blair Investment ManagementPublic equity$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$51.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022William Blair Emerging Markets Growcollective trustWilliam Blair Investment ManagementPublic equity$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$18.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$743M Dec 31, 2024 reported Form 5500
$754M (2023-12) · $746M (2022-12)
Plan assets
$754M Jan 1, 2024 reported Form 5500
$742M (2023-01) · $841M (2022-01)
Net assets
$743M Dec 31, 2024 reported Form 5500
$754M (2023-12) · $746M (2022-12)
Funded ratio
87.5% Jan 1, 2024 reported Form 5500
83.9% (2023-01) · 107.9% (2022-01)
Funding target
$724M Jan 1, 2024 reported Form 5500
$738M (2023-01) · $676M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.43% (2022-01)
Participants
14,589 Jan 1, 2024 reported Form 5500
15,124 (2023-01) · 15,603 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $123M (2022-12)
Benefits paid
$45.3M Dec 31, 2024 reported Form 5500
$47.7M (2023-12) · $53.3M (2022-12)
Net investment income
$-11.7M Dec 31, 2024 reported Form 5500
$8.6M (2023-12) · $-95.5M (2022-12)
Investment management fees
$1.5M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202414,589$754M$724M87.5%$743Mn/an/an/a
2023 to Dec 31, 202315,124$742M$738M83.9%$754Mn/an/an/a
2022 to Dec 31, 202215,603$841M$676M107.9%$746Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Jan 1, 2024Funded status changed
    The Ohiohealth Cash Balance Retirement Plan funded ratio 83.9% -> 87.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Colchester Global Investors Limited no longer appears on The Ohiohealth Cash Balance Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Colchester Global Investors Limitedaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Legal & General Investment appears on The Ohiohealth Cash Balance Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Ohiohealth Cash Balance Retirement Plan funded ratio 107.9% -> 83.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Ohiohealth Cash Balance Retirement Plan plan assets $841M -> $742M (-11.7%, 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 314394942-333
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.