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
Jockey International, Inc. Pension Plan
Corporate pensionKenosha, WI
Assets
$54.3M
Total assets, Dec 31, 2024 reported
Funded
105.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Jockey International, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 65.9%
- U.S. Government securities 15.7%
- Common/collective trusts 16.6%
- Registered investment companies 0.8%
Consultants and advisers
5 firms
- BMO Harris Bank, N.A. General consultantthrough Dec 31, 2022 Form 5500
- Hewitt Associates Pension consultantthrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2024 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 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
- Blackrock2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Loop Capital Asset Managemetplan years 2022
- Scout Investmentsplan years 2022
Commitments
4 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 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $5 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $5 held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
Investment management fees
$159,521 (2023-12) · $94,001 (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 | 1,661 | $57.1M | $55.9M | 105.5% | $54.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,731 | $56.3M | $59.6M | 100.7% | $57.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,817 | $74.1M | $60.6M | 118.5% | $56.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Scout Investments, Inc. codes 28 51 $87,768 PY2024
- U.S. Bank National Assocation codes 21 50 $42,687 PY2024
- AON Hewitt Investment Consulting codes 17 27 50 70 $16,750 PY2024
- Short-Term Index Fund Sched. D C $5 PY2024
- Russell 3000 Index Non-Lendable Fun Sched. D C $9.0M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Scout Investments, Inc. codes 28 $115,438 PY2023
- BMO Harris Bank, N.A. codes 16 19 21 28 50 $50,854 PY2023
- AON Hewitt Investment Consulting codes 17 27 50 70 $44,083 PY2023
- Willis Towers Watson US LLC codes 11 50 $32,023 PY2023
- Baker Tilly US, LLP codes 10 50 $16,463 PY2023
- Foley & Lardner LLP codes 29 $13,122 PY2023
- Russell 3000 Index Non-Lendable Fun Sched. D C $13.4M PY2023
- Short-Term Index Fund Sched. D C $5 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Scout Master Inc codes 28 $51,772 PY2022
- Willis Towers Watson US LLC codes 11 50 $45,543 PY2022
- Loop Capital Asset Managemet codes 28 $43,029 PY2022
- BMO Harris Bank, N.A. codes 16 19 21 28 50 $42,073 PY2022
- AON Hewitt Investment Consultinginc codes 17 27 50 70 $38,500 PY2022
- Foley & Lardner codes 29 $29,754 PY2022
- Baker Tilly US, LLP codes 10 50 $5,200 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceBMO Harris Bank, N.A. no longer appears on Jockey International, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- Jan 1, 2024Funded status changedJockey International, Inc. Pension Plan funded ratio 100.7% -> 105.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceLoop Capital Asset Managemet no longer appears on Jockey International, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Loop Capital Asset Managemetaskebsa.dol.gov
- Jan 1, 2023Funded status changedJockey International, Inc. Pension Plan funded ratio 118.5% -> 100.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJockey International, Inc. Pension Plan plan assets $74M -> $56M (-24.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390224670-003
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.