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
Vernay Laboratories Retirement Income Plan
Corporate pensionHapeville, GA
Assets
$13.1M
Total assets, Dec 31, 2024 reported
Funded
63.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Vernay Laboratories, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 56.5%
- Registered investment companies 41.5%
Consultants and advisers
2 firms
- Fifth Third Bank Trusteethrough Dec 31, 2022 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2022 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 Dec 31, 2024 | 214 | $13.5M | $22.3M | 63.0% | $13.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 221 | $13.5M | $23.4M | 62.0% | $13.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 473 | $27.0M | $33.4M | 81.5% | $13.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fifth Third Bank codes 21 26 27 $1,644 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Fifth Third Bank codes 21 26 27 $6,182 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Fifth Third Bank codes 21 26 27 $18,087 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedVernay Laboratories Retirement Income Plan funded ratio 81.5% -> 62.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedVernay Laboratories Retirement Income Plan plan assets $27M -> $13M (-50.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310511814-003
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.