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
Materion Corporation Pension Plan
Corporate pensionMayfield Heights, OH
Assets
$129M
Total assets, May 31, 2025 reported
Funded
80.0%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: Materion Corporation
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Other investments 82.3%
- Registered investment companies 15.6%
- Common stock 0.9%
Consultants and advisers
3 firms
- Clearstead Pension consultantInvestment adviser (plan)through May 31, 2024 Form 5500
- Fifth Third Bank Trusteethrough May 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2024
- Fidelity Workplace Consultingplan years 2023
- Victory Capital Managementplan 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
33 readings
Investment management fees
$626,328 (2024-05) · $71,932 (2023-05)
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 May 31, 2025 | 1,184 | $131M | $132M | 80.0% | $129M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 1,194 | $134M | $130M | 85.7% | $131M | $0 | $0 | $0 |
| 2022 to May 31, 2023 | 1,209 | $149M | $125M | 100.3% | $134M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Workplace Consulting codes 13 51 $213,376 PY2024
- Legal and General Investment codes 28 51 $147,503 PY2024
- Clearstead Advisors, LLC codes 17 27 50 $100,120 PY2024
- Willis Towers Watson US LLC codes 11 50 $78,313 PY2024
- Fifth Third Custody codes 21 50 $43,495 PY2024
- Victory Capital Management Inc. codes 28 68 $16,395 PY2024
- Riot Creative Imaging codes 50 $13,963 PY2024
- Meaden & Moore, Ltd. codes 10 50 $13,500 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Legal and Genaral Investment codes 28 51 $264,340 PY2023
- Fidelity Workplace Consulting codes 13 51 $245,720 PY2023
- Clearstead Advisors, LLC codes 17 27 50 $102,186 PY2023
- Willis Towers Watson US LLC codes 11 50 $69,576 PY2023
- Fifth Third Custody codes 21 50 $42,985 PY2023
- Meaden & Moore, Ltd. codes 10 50 $26,000 PY2023
- Thompson Hine LLP codes 29 50 $18,956 PY2023
- Victory Capital Management Inc. codes 28 68 $14,082 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $80,728 PY2022
- Clearstead Advisors, LLC codes 27 50 $63,098 PY2022
- Fidelity Workplace Consulting codes 13 51 $53,627 PY2022
- Fifth Third Custody codes 21 50 $51,489 PY2022
- Thompson Hine LLP codes 29 50 $36,301 PY2022
- Meaden & Moore, Ltd. codes 10 50 $36,050 PY2022
- Victory Capital Management Inc. codes 28 51 52 68 $8,833 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Jun 1, 2024Funded status changedMaterion Corporation Pension Plan funded ratio 85.7% -> 80.0% (2023-06-01 to 2024-06-01)
- Dec 31, 2023Manager relationship startedLegal and Genaral Investment appears on Materion Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Jun 1, 2023Funded status changedMaterion Corporation Pension Plan funded ratio 100.3% -> 85.7% (2022-06-01 to 2023-06-01)
- Jun 1, 2023Assets changedMaterion Corporation Pension Plan plan assets $149M -> $134M (-10.0%, 2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341919973-001
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.