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 Ahlstrom Group Retirement Plan for U.S. Employees
Corporate pensionWindsor Locks, CT
Assets
$79.1M
Total assets, Dec 31, 2024 reported
Funded
111.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Ahlstrom USA Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- U.S. Government securities 12.4%
- Registered investment companies 87.3%
Consultants and advisers
3 firms
- SEI Investment Management Co Custodianthrough Dec 31, 2022 Form 5500
- Hooker & Holcombe Inc Actuarythrough Dec 31, 2022 Form 5500
- USI Consulting Group 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
33 readings
Investment management fees
$216,992 (2023-12) · $244,863 (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 | 554 | $84.1M | $74.5M | 111.6% | $79.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 564 | $84.9M | $77.6M | 109.1% | $84.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 578 | $114M | $78.8M | 126.4% | $84.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments codes 19 21 25 28 49 51 52 62 $212,176 PY2024
- Hooker & Holcombe codes 11 $78,890 PY2024
- Cliftonlarsonallen, LLP codes 10 $20,600 PY2024
- USI Consulting Group codes 11 PY2024
- SEI Investments codes 19 21 25 28 49 51 52 62 $216,992 PY2023
- Hooker & Holcombe codes 11 $82,524 PY2023
- Verrill Dana codes 29 $10,829 PY2023
- Cliftonlarsonallen, LLP codes 10 $8,000 PY2023
- USI Consulting Group codes 11 PY2023
- SEI Investments codes 19 21 25 28 49 51 52 62 $244,863 PY2022
- Hooker & Holcombe codes 11 $48,195 PY2022
- Cliftonlarsonallen, LLP codes 10 $18,630 PY2022
- Verrill Dana codes 29 $16,230 PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedThe Ahlstrom Group Retirement Plan for U.S. Employees funded ratio 109.1% -> 111.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Ahlstrom Group Retirement Plan for U.S. Employees funded ratio 126.4% -> 109.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Ahlstrom Group Retirement Plan for U.S. Employees plan assets $114M -> $85M (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133509370-001
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.