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
Voestalpine High Performance Metals Corporation Non-Union Employees' Pension Plan
Corporate pensionElgin, IL
Assets
$6.1M
Total assets, Dec 31, 2024 reported
Funded
89.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Voestalpine High Performance Metals Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 6.0%
- Registered investment companies 92.6%
Consultants and advisers
4 firms
- Creative Planning Institutional Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- John Hancock Life Insurance Co Actuarythrough Dec 31, 2024 Form 5500
- Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
- John Hancock 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
3 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 | Carillon Eagle Mc Growth Cit 1collective trust | Carillon Eagle Mid Cap Growth Cit | Pooled vehicles | $368,331 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Carillon Eagle Mc Growth Cit 1collective trust | Carillon Eagle Mid Cap Growth Cit | Pooled vehicles | $325,783 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Carillon Eagle Mc Growth Cit 1collective trust | Carillon Eagle Mid Cap Growth Cit | Pooled vehicles | $356,704 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$20,000 (2023-12) · $20,000 (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 | 247 | $6.2M | $7.3M | 89.9% | $6.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 249 | $6.1M | $7.5M | 88.2% | $6.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 249 | $8.3M | $7.6M | 105.3% | $6.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock codes 11 15 62 64 $55,038 PY2024
- Sageview Advisory Group codes 27 $20,000 PY2024
- Wipfli LLP codes 10 $2,500 PY2024
- Carillon Eagle Mid Cap Growth Cit Sched. D C $368,331 PY2024
- Manulife John Hancock codes 11 PY2024
- John Hancock codes 11 15 62 64 $55,000 PY2023
- Sageview Advisory Group codes 27 $20,000 PY2023
- Wipfli LLP codes 10 $13,000 PY2023
- Carillon Eagle Mid Cap Growth Cit Sched. D C $325,783 PY2023
- John Hancock codes 11 PY2023
- John Hancock codes 11 15 62 64 $57,560 PY2022
- Sageview Advisory Group codes 27 $20,000 PY2022
- Wipfli LLP codes 10 $12,000 PY2022
- Carillon Eagle Mid Cap Growth Cit Sched. D C $356,704 PY2022
- John Hancock codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedVoestalpine High Performance Metals Corporation Non-Union Employees' Pension Plan funded ratio 105.3% -> 88.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedVoestalpine High Performance Metals Corporation Non-Union Employees' Pension Plan plan assets $8M -> $6M (-26.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131420260-001
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.