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
Penn Color, Inc. Pension Plan
Corporate pensionDoylestown, PA
Assets
$36.3M
Total assets, Nov 30, 2024 reported
Funded
100.8%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
2
none on the tape
Plan sponsor: Penn Color, Inc.
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Other investments 26.8%
- Pooled separate accounts 0.5%
- Registered investment companies 47.3%
- Common stock 24.9%
Consultants and advisers
1 firms
- Empower Actuarythrough Nov 30, 2023 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
- Prudential Retirement & Annuity Ins2 rows, latest Nov 30, 2024
Commitments
2 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 Nov 30, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $189,701 held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $496,377 held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 430 | $33.7M | $27.8M | 100.8% | $36.3M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 458 | $32.0M | $26.2M | 105.3% | $33.7M | n/a | n/a | n/a |
What changed
1 events
- Dec 1, 2023Funded status changedPenn Color, Inc. Pension Plan funded ratio 105.3% -> 100.8% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221661347-001
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.