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
C&d Technologies, Inc. Pension Plan
Corporate pensionBlue Bell, PA
Assets
$38.0M
Total assets, Dec 31, 2024 reported
Funded
82.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: C&d Technologies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 9.7%
- Pooled separate accounts 12.1%
- Registered investment companies 76.0%
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 Ins9 rows, latest Dec 31, 2024
Commitments
15 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 | T. Rowe Price Lgc Gro Eq (is)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $916,895 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | American Century Sm Cap Valueseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $906,887 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth Class I1collective trust | Wilmington Trust, N.A. | Public equity | $900,143 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Value Fund I1collective trust | Wilmington Trust, N.A. | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | T. Rowe Price Lgc Gro Eq (is)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | American Century Sm Cap Valueseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $878,238 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Small Cap Growth Class I1collective trust | Wilmington Trust, N.A. | Public equity | $881,170 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap Value Fund I1collective trust | Wilmington Trust, N.A. | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Value Fund I1collective trust | Wilmington Trust | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Growth Class I1collective trust | Wilmington Trust, N.A. | Public equity | $817,112 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $992,516 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | American Century Sm Cap Valueseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $832,398 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T. Rowe Price Lgc Gro Eq (is)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$492,794 (2023-12) · $25,286 (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 | 564 | $36.5M | $46.0M | 82.0% | $38.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 578 | $33.2M | $47.2M | 77.3% | $35.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 584 | $43.8M | $47.0M | 85.5% | $33.2M | 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 $81,757 PY2024
- NFP Retirement Inc codes $30,225 PY2024
- Prudential Short Term Sched. D P $916,895 PY2024
- American Century Sm Cap Value Sched. D P $906,887 PY2024
- T. Rowe Price Lgc Gro Eq (is) Sched. D P $2.8M PY2024
- Small Cap Growth Class I1 Sched. D C $900,143 PY2024
- Large Cap Value Fund I1 Sched. D C $2.8M PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $65,386 PY2023
- NFP Retirement Inc codes $10,075 PY2023
- Large Cap Value Fund I1 Sched. D C $2.7M PY2023
- T. Rowe Price Lgc Gro Eq (is) Sched. D P $2.7M PY2023
- Prudential Short Term Sched. D P $1.1M PY2023
- American Century Sm Cap Value Sched. D P $878,238 PY2023
- Small Cap Growth Class I1 Sched. D C $881,170 PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 $65,435 PY2022
- NFP Retirement Inc codes $10,075 PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2022
- Blackrock Eqty Index Cl R Fd Sched. D C PY2022
- Blackrock Msci Acwi Ex-Us in R Sched. D C PY2022
- Small Cap Growth Class I1 Sched. D C $817,112 PY2022
- Small Cap Value I1 Fund Sched. D C PY2022
- Prudential Short Term Sched. D P $992,516 PY2022
- Large Cap Value Fund I1 Sched. D C $2.5M PY2022
- American Century Sm Cap Value Sched. D P $832,398 PY2022
- T. Rowe Price Lgc Gro Eq (is) Sched. D P $2.4M PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2022
- Empower codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedC&d Technologies, Inc. Pension Plan funded ratio 77.3% -> 82.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedC&d Technologies, Inc. Pension Plan funded ratio 85.5% -> 77.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC&d Technologies, Inc. Pension Plan plan assets $44M -> $33M (-24.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133314599-111
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.