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
Valmet Inc, Defined Benefit Plan
Corporate pensionNorcross, GA
Assets
$147M
Total assets, Dec 31, 2024 reported
Funded
119.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: Valmet, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Common/collective trusts 79.6%
- Registered investment companies 17.3%
Consultants and advisers
2 firms
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group 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
- Wellington Fd11 rows, latest Dec 31, 2024
Commitments
14 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 | Principal/blackrock S&p 500 Indexseparate account | Principal Financial | Pooled vehicles | $18.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II US Intermed Try Series Iseparate account | Wellington Fd | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CIF II US Invgrade Corp Long Bondseparate account | Wellington Fd | Fixed income | $41.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II US Long Try Series Iseparate account | Wellington Fd | Pooled vehicles | $20.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II US Investment Grade Inteseparate account | Wellington Fd | Pooled vehicles | $25.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexseparate account | Principal Financial | Pooled vehicles | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II US Intermed Try Series Iseparate account | Wellington Fd | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CIF II US Invgrade Corp Long Bondseparate account | Wellington Fd | Fixed income | $29.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II US Long Try Series Iseparate account | Wellington Fd | Pooled vehicles | $14.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II US Investment Grade Inteseparate account | Wellington Fd | Pooled vehicles | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexseparate account | Principal Financial | Pooled vehicles | $26.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif II US Intermed Try Series Iseparate account | Wellington Fd | Pooled vehicles | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | CIF II US Invgrade Corp Long Bondseparate account | Wellington Fd | Fixed income | $35.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif II US Long Try Series Iseparate account | Wellington Fd | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 1,096 | $142M | $126M | 119.3% | $147M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,110 | $128M | $124M | 112.9% | $142M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,171 | $166M | $123M | 128.2% | $128M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Financial codes 21 50 59 60 62 63 $135,677 PY2024
- Principal/blackrock S&p500 Index Ci Sched. D P $18.8M PY2024
- Wtc-Cif II US Intermed Try Series I Sched. D P $9.9M PY2024
- Wtc-Cif II US Invest Grade Corp Sched. D P $41.8M PY2024
- Wtc-Cif II US Long Try Series I Sched. D P $20.9M PY2024
- Wtc-Cif II US Invest Grade Interm Sched. D P $25.3M PY2024
- USI Consulting Group codes 11 PY2024
- Principal Financial codes 21 50 59 60 62 63 $127,361 PY2023
- Wtc-Cif II US Intermed Try Series I Sched. D P $4.5M PY2023
- Principal/blackrock S&p500 Index Ci Sched. D P $25.6M PY2023
- Wtc-Cif II US Invest Grade Corp Sched. D P $29.7M PY2023
- Wtc-Cif II US Long Try Series I Sched. D P $14.5M PY2023
- Wtc-Cif II US Invest Grade Interm Sched. D P $16.8M PY2023
- USI Consulting Group codes 11 PY2023
- Principal Financial codes 21 50 59 60 62 63 $133,398 PY2022
- Principal/blackrock S&p500 Index Ci Sched. D P $26.3M PY2022
- Wtc-Cif II US Long Try Series I Sched. D P $5.3M PY2022
- Wtc-Cif II US Invest Grade Corp Sched. D P $35.4M PY2022
- Wtc-Cif II US Intermed Try Series I Sched. D P $11.3M PY2022
- USI Consulting Group codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedValmet Inc, Defined Benefit Plan funded ratio 112.9% -> 119.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedValmet Inc, Defined Benefit Plan plan assets $128M -> $142M (+11.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedValmet Inc, Defined Benefit Plan first reports an interest in Wtc-Cif II US Investment Grade Inte (Wellington Fd): $17M at 2023-12-31with Wellington Fdaskebsa.dol.gov
- Dec 31, 2023Assets changedValmet Inc, Defined Benefit Plan total assets $128M -> $142M (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedValmet Inc, Defined Benefit Plan funded ratio 128.2% -> 112.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedValmet Inc, Defined Benefit Plan plan assets $166M -> $128M (-23.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 561508400-333
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.