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
Group Pension Plan for Hourly Employees of Keystone Powdered Metal Co
Corporate pensionSaint Marys, PA
Assets
$40.7M
Total assets, Dec 31, 2024 reported
Funded
104.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Keystone Powdered Metal Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 53.5%
- Corporate debt instruments (preferred) 26.7%
- U.S. Government securities 16.3%
- Other investments 0.3%
- Pooled separate accounts 1.2%
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 Ins3 rows, latest Dec 31, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $473,528 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $836,285 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $816,408 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$136,686 (2023-12) · $95,661 (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 | 966 | $44.7M | $47.2M | 104.2% | $40.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 990 | $45.8M | $48.9M | 103.2% | $44.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,014 | $62.1M | $49.2M | 123.6% | $46.3M | 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 12 $164,023 PY2024
- SUN Life Investement Management codes $71,943 PY2024
- Capfinancial Partners LLC codes $34,588 PY2024
- Bank of America codes $24,684 PY2024
- Baker Tilly US LLP codes $16,000 PY2024
- Prudential Short-Term Sched. D P $473,528 PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 12 $112,872 PY2023
- Bank of America codes $99,247 PY2023
- Capfinancial Partners LLC codes $32,939 PY2023
- Prudential Short-Term Sched. D P $836,285 PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 12 $127,638 PY2022
- Bank of America N.A. NY codes $53,240 PY2022
- Capfinancial Partners LLC codes $31,371 PY2022
- Baker Tilly US LLP codes $5,800 PY2022
- PRU Long Corporate Bond Sched. D P PY2022
- Prudential Short-Term Sched. D P $816,408 PY2022
- Empower codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedGroup Pension Plan for Hourly Employees of Keystone Powdered Metal Co funded ratio 123.6% -> 103.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGroup Pension Plan for Hourly Employees of Keystone Powdered Metal Co plan assets $62M -> $46M (-26.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251635401-002
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.