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
Maui Land & Pineapple Company, Inc. Pension Plan
Corporate pensionLahaina, HI
Assets
$11.8M
Total assets, Nov 30, 2024 reported
Funded
96.0%
Dec 1, 2022
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Maui Land & Pineapple Co., Inc.
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 9.0%
- Registered investment companies 91.0%
Consultants and advisers
3 firms
- Aon Actuarythrough Nov 30, 2023 Form 5500
- First Hawaiian Bank Trusteethrough Nov 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Nov 30, 2023 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)
- AON Hewitt Investment Consulting, Iplan years 2023
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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 328 | n/a | n/a | n/a | $11.8M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 332 | $14.2M | $13.9M | 96.0% | $13.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 13 15 50 $218,047 PY2023
- AON Hewitt Invstmnt Consultant, Inc codes 28 50 $39,808 PY2023
- First Hawaiian Bank codes 21 50 $26,369 PY2023
- Cades Schutes codes 29 50 $21,097 PY2023
- CW Associates CPAS codes 10 50 $6,282 PY2023
- AON Consulting codes 11 13 15 50 $245,229 PY2022
- AON Hewitt Invstmnt Consultant, Inc codes 28 50 $31,389 PY2022
- First Hawaiian Bank codes 21 50 $30,180 PY2022
- Cades Schutes codes 29 50 $19,815 PY2022
- CW Associates CPAS codes 10 50 $13,541 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
1 events
- Nov 30, 2024Assets changedMaui Land & Pineapple Company, Inc. Pension Plan total assets $13M -> $12M (-10.1%, 2023-11-30 to 2024-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990107542-002
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.