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

Axia Inc. Retirement Plan

Corporate pensionFairburn, GA

Assets

$21.9M

Total assets, Dec 31, 2024 reported

Funded

103.3%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Porex Corporation

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Insurance company general account 0.1%
Pooled separate accounts 99.9%

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 Ins45 rows, latest Dec 31, 2024

Commitments

45 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$226,671 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Large Cap Growth/jennisonseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Large Cap Value/lsv Asset Mgmtseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mid Cap Growth I (ivy)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$642,125 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mid Cap Value/robeco Fundseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$675,384 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$954,682 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Value/kennedy Capitseparate account	Prudential Retirement & Annuity Ins	Public equity	$911,513 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Emrgmrkteq / Qmaseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$855,291 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	International Growth/artisanseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prudential Total Return Bondsaseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$6.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Real Estate/cohen&steers Fundseparate account	Prudential Retirement & Annuity Ins	Real estate	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	International Value/lsvseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$322,146 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Large Cap Growth/jennisonseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Large Cap Value/lsv Asset Mgmtseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mid Cap Growth I (ivy)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$640,014 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mid Cap Value/robeco Fundseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$654,353 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$865,932 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Small Cap Value/kennedy Capitseparate account	Prudential Retirement & Annuity Ins	Public equity	$915,013 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Emrgmrkteq / Qmaseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$842,529 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Growth/artisanseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	International Value I Fundseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prudential Total Return Bondsaseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Real Estate/cohen&steers Fundseparate account	Prudential Retirement & Annuity Ins	Real estate	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prudential Short-Termseparate account	Prudential Retirement & Annuity Ins	Cash	$305,101 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cap Growth/jennisonseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cap Value/lsv Asset Mgmtseparate account	Prudential Retirement & Annuity Ins	Public equity	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mid Cap Growth I (ivy)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$588,527 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mid Cap Value/robeco Fundseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$796,764 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$803,277 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Small Cap Value/kennedy Capitseparate account	Prudential Retirement & Annuity Ins	Public equity	$965,008 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Emrgmrkteq / Qmaseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$817,244 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Growth/artisanseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	International Value I Fundseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$957,433 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$980,335 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prudential Total Return Bondsaseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Real Estate/cohen&steers Fundseparate account	Prudential Retirement & Annuity Ins	Real estate	$931,993 held	Disclosed holding	askebsa.dol.gov

Size and funding

31 readings

Total assets

$21.9M Dec 31, 2024 reported Form 5500

$21.5M (2023-12) · $20.1M (2022-12)

Plan assets

$21.5M Jan 1, 2024 reported Form 5500

$20.1M (2023-01) · $26.7M (2022-01)

Net assets

$21.9M Dec 31, 2024 reported Form 5500

$21.5M (2023-12) · $20.1M (2022-12)

Funded ratio

103.3% Jan 1, 2024 reported Form 5500

99.6% (2023-01) · 113.1% (2022-01)

Funding target

$21.6M Jan 1, 2024 reported Form 5500

$22.2M (2023-01) · $22.3M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.16% (2023-01) · 5.33% (2022-01)

Participants

779 Jan 1, 2024 reported Form 5500

788 (2023-01) · 444 (2022-01)

Contributions

$234,076 Dec 31, 2024 reported Form 5500

$509,990 (2023-12) · $0 (2022-12)

Benefits paid

$1.7M Dec 31, 2024 reported Form 5500

$1.7M (2023-12) · $1.7M (2022-12)

Net investment income

$375,767 Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $-6.6M (2022-12)

Investment management fees

$144,752 Dec 31, 2024 reported Form 5500

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	779	$21.5M	$21.6M	103.3%	$21.9M	n/a	n/a	n/a
2023 to Dec 31, 2023	788	$20.1M	$22.2M	99.6%	$21.5M	n/a	n/a	n/a
2022 to Dec 31, 2022	444	$26.7M	$22.3M	113.1%	$20.1M	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 $31,858 PY2024
Prudential Short-Term Sched. D P $226,671 PY2024
Dryden S&p 500 Index Sched. D P $2.1M PY2024
Large Cap Growth/jennison Sched. D P $1.9M PY2024
Large Cap Value/lsv Asset Mgmt Sched. D P $1.9M PY2024
MID Cap Growth I (ivy) Sched. D P $642,125 PY2024
MID Cap Value/robeco Fund Sched. D P $675,384 PY2024
Small Cap Growth/timessquare Sched. D P $954,682 PY2024
Small Cap Value/kennedy Capit Sched. D P $911,513 PY2024
Emrgmrkteq / Qma Sched. D P $855,291 PY2024
International Growth/artisan Sched. D P $1.3M PY2024
International Value I Fund Sched. D P PY2024
Private Placement Sa-30 Sched. D P $1.1M PY2024
PRU Long Corporate Bond Sched. D P $1.1M PY2024
Prudential Total Return Bondsa Sched. D P $6.0M PY2024
Real Estate/cohen & Steers Fd Sched. D P $1.0M PY2024
International Value/lsv Sched. D P $1.3M PY2024
Empower codes 11 PY2024
Empower Annuity Insurance Company codes 13 $37,165 PY2023
Dryden S&p 500 Index Sched. D P $1.9M PY2023
Large Cap Growth/jennison Sched. D P $1.7M PY2023
Large Cap Value/lsv Asset Mgmt Sched. D P $1.7M PY2023
Mid Cap Growth I (ivy) Sched. D P $640,014 PY2023
Mid Cap Value/robeco Fund Sched. D P $654,353 PY2023
Small Cap Growth/timessquare Sched. D P $865,932 PY2023
Small Cap Value/kennedy Capit Sched. D P $915,013 PY2023
Emrgmrkteq / Qma Sched. D P $842,529 PY2023
International Growth/artisan Sched. D P $1.3M PY2023
International Value I Fund Sched. D P $1.3M PY2023
Private Placement Sa-30 Sched. D P $1.0M PY2023
PRU Long Corporate Bond Sched. D P $1.1M PY2023
Prudential Total Return Bondsa Sched. D P $5.6M PY2023
Real Estate/cohen & Steers Fd Sched. D P $1.1M PY2023
Prudential Short-Term Sched. D P $322,146 PY2023
Empower codes 11 PY2023
Prudential Retirement Insurance and codes 13 $30,551 PY2022
Prudential Short-Term Sched. D P $305,101 PY2022
Dryden S&p 500 Index Sched. D P $1.8M PY2022
Large Cap Growth/jennison Sched. D P $1.3M PY2022
Large Cap Value/lsv Asset Mgmt Sched. D P $1.8M PY2022
Mid Cap Growth I (ivy) Sched. D P $588,527 PY2022
Mid Cap Value/robeco Fund Sched. D P $796,764 PY2022
Small Cap Growth/timessquare Sched. D P $803,277 PY2022
Small Cap Value/kennedy Capit Sched. D P $965,008 PY2022
Emrgmrkteq / Qma Sched. D P $817,244 PY2022
International Growth/artisan Sched. D P $1.3M PY2022
International Value I Fund Sched. D P $1.3M PY2022
Private Placement Sa-30 Sched. D P $957,433 PY2022
PRU Long Corporate Bond Sched. D P $980,335 PY2022
Prudential Total Return Bondsa Sched. D P $5.3M PY2022
Real Estate/cohen & Steers Fd Sched. D P $931,993 PY2022
Empower codes 11 PY2022

What changed

5 events

Dec 31, 2024Holding started
Axia Inc. Retirement Plan first reports an interest in International Value/lsv (Prudential Retirement & Annuity Ins): $1M at 2024-12-31
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Axia Inc. Retirement Plan no longer reports International Value I Fund (Prudential Retirement & Annuity Ins) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
with Prudential Retirement & Annuity Insaskebsa.dol.gov
Jan 1, 2024Funded status changed
Axia Inc. Retirement Plan funded ratio 99.6% -> 103.3% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Axia Inc. Retirement Plan funded ratio 113.1% -> 99.6% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Axia Inc. Retirement Plan plan assets $27M -> $20M (-24.8%, 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 521304561-001

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.