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.
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Corporate pension
N•• C••••• S•••••••• P••••• L••• W••• R••••••••• I••••• P••• f•• M•••••• o• U•• L•••• 7••
Corporate pensionNEW Castle, IN
Assets
$14.5M
Total assets, Dec 31, 2024 reported
Funded
94.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: N•• C••••• S•••••••• P••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.3%
- Registered investment companies 99.2%
Consultants and advisers
2 firms
- B••• o• A•••••• Trusteethrough Dec 31, 2022 Form 5500
- M•••••••• I••• 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)
- M•••••• L••••••••• • S••••plan 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
$21,077 (2023-12) · $22,762 (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 | 168 | $14.9M | $14.2M | 94.0% | $14.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 173 | $14.5M | $14.2M | 95.6% | $14.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 177 | $18.3M | $13.9M | 109.7% | $14.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch, Pierce, Fenner and S codes 51 52 60 71 $19,129 PY2024
- Bank of America codes 21 50 $6,281 PY2024
- Milliman, Inc. codes 11 PY2024
- Merrill Lynch, Pierce, Fenner and S codes 51 52 60 71 $21,077 PY2023
- Bank of America codes 21 50 $12,264 PY2023
- Milliman, Inc. codes 11 PY2023
- Merrill Lynch, Pierce, Fenner and S codes 51 52 60 71 $22,762 PY2022
- Bank of America codes 21 50 $13,199 PY2022
- Milliman codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedNEW Castle Stainless Plate, LLC. Wage Retirement Income Plan for Members of Uaw Local 729 funded ratio 109.7% -> 95.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNEW Castle Stainless Plate, LLC. Wage Retirement Income Plan for Members of Uaw Local 729 plan assets $18M -> $15M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351580158-101
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.