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
Mid-West Forge Corporation Bargaining Unit Pension Plan
Corporate pensionWilloughby Hills, OH
Assets
$18.1M
Total assets, Oct 31, 2025 reported
Funded
108.4%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: Mid-West Forge Corporation
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 56.0%
- U.S. Government securities 18.3%
- Registered investment companies 15.3%
- Common stock 8.2%
Consultants and advisers
2 firms
- PNC Bank Trusteethrough Oct 31, 2024 Form 5500
- Buck Global, LLC Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
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 Oct 31, 2025 | 142 | $17.9M | $15.5M | 108.4% | $18.1M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 145 | $15.9M | $15.9M | 91.5% | $17.9M | $0 | n/a | n/a |
| 2022 to Oct 31, 2023 | 149 | $17.7M | $15.5M | 104.9% | $16.0M | $53,250 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PNC Bank codes 21 50 52 62 68 $86,167 PY2024
- Buck Global, LLC codes 11 17 50 $77,900 PY2024
- REA & Associates codes 10 50 $49,920 PY2024
- Buck Global, LLC codes 11 PY2024
- PNC Bank codes 21 50 52 62 68 $85,153 PY2023
- Buck Global, LLC codes 11 17 50 $8,755 PY2023
- Buck Global, LLC codes 11 PY2023
- PNC Bank codes 21 50 52 $87,308 PY2022
- Buck Global, LLC codes 11 17 $76,115 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
5 events
- Nov 1, 2024Funded status changedMid-West Forge Corporation Bargaining Unit Pension Plan funded ratio 91.5% -> 108.4% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedMid-West Forge Corporation Bargaining Unit Pension Plan plan assets $16M -> $18M (+12.7%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedMid-West Forge Corporation Bargaining Unit Pension Plan total assets $16M -> $18M (+12.4%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedMid-West Forge Corporation Bargaining Unit Pension Plan funded ratio 104.9% -> 91.5% (2022-11-01 to 2023-11-01)
- Nov 1, 2023Assets changedMid-West Forge Corporation Bargaining Unit Pension Plan plan assets $18M -> $16M (-10.4%, 2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346510647-001
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.