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 American Legion National Headquarters Employees' Retirement Plan
Corporate pensionIndianapolis, IN
Assets
$8.4M
Total assets, Dec 31, 2024 reported
Funded
79.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American Legion National Headquarters
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- Non-interest-bearing cash 15.1%
- Corporate debt instruments (other) 35.0%
- U.S. Government securities 15.4%
- Common stock 30.0%
Consultants and advisers
3 firms
- October Three Consulting LLC Actuarythrough Dec 31, 2024 Form 5500
- Fifth Third Bank Trusteethrough Dec 31, 2022 Form 5500
- Mccready and Keene, Inc. Actuarythrough Dec 31, 2022 Form 5500
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)
- First Merchants Corporationplan years 2022
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
$9,644 (2023-12) · $8,274 (2022-12)
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 | 301 | $6.6M | $8.5M | 79.5% | $8.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 303 | $5.2M | $7.0M | 80.9% | $6.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 290 | $5.0M | $5.4M | 88.0% | $5.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- First Merchants Corporation codes 28 51 $16,426 PY2024
- Fifth Third Bank Retirement Service codes 21 28 59 $12,219 PY2024
- October Three Consulting LLC codes 11 PY2024
- Fifth Third Bank Retirement Service codes 21 28 59 $9,681 PY2023
- First Merchants Corporation codes 28 51 $9,644 PY2023
- Mccready and Keene codes 11 PY2023
- Fifth Third Bank Retirement Service codes 21 28 $8,453 PY2022
- First Merchants Private Wealth codes 28 51 $8,285 PY2022
- Mccready and Keene codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedThe American Legion National Headquarters Employees' Retirement Plan total assets $7M -> $8M (+27.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedThe American Legion National Headquarters Employees' Retirement Plan plan assets $5M -> $7M (+28.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe American Legion National Headquarters Employees' Retirement Plan total assets $5M -> $7M (+28.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe American Legion National Headquarters Employees' Retirement Plan funded ratio 88.0% -> 80.9% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350144250-003
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.