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
Cutco Corporation Salaried Employees Pension Plan
Corporate pensionOlean, NY
Assets
$25.6M
Total assets, Sep 30, 2025 reported
Funded
87.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Cutco Corporation
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 66.2%
- U.S. Government securities 20.0%
- Registered investment companies 9.0%
- Common stock 3.7%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Sep 30, 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
33 readings
Investment management fees
$126,734 (2024-09) · $121,000 (2023-09)
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 Sep 30, 2025 | 488 | $26.3M | $24.0M | 87.7% | $25.6M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 491 | $22.8M | $24.2M | 92.3% | $26.3M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 492 | $22.9M | $23.2M | 97.3% | $22.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 27 50 72 $127,924 PY2024
- USI Consulting Group codes 11 PY2024
- Morgan Stanley Smith Barney codes 27 50 72 $126,734 PY2023
- USI Consulting Group codes 11 PY2023
- Morgan Stanley Smith Barney codes 27 50 72 $121,000 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Oct 1, 2024Funded status changedCutco Corporation Salaried Employees Pension Plan funded ratio 92.3% -> 87.7% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedCutco Corporation Salaried Employees Pension Plan plan assets $23M -> $26M (+15.5%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedCutco Corporation Salaried Employees Pension Plan total assets $23M -> $26M (+15.5%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedCutco Corporation Salaried Employees Pension Plan funded ratio 97.3% -> 92.3% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160730167-002
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.