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
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof
Corporate pensionIndianapolis, IN
Assets
$61.8M
Total assets, Dec 31, 2024 reported
Funded
88.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American Legion National Headquarters
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Non-interest-bearing cash 2.5%
- Corporate debt instruments (other) 40.5%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 21.3%
- Common stock 32.3%
Consultants and advisers
3 firms
- October Three Consulting LLC Actuarythrough Dec 31, 2024 Form 5500
- Fifth Third Bank Trusteethrough Dec 31, 2022 Form 5500
- Mccready and Keene, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- First Merchants Corporationplan years 2022
- Mccready and Keene, Inc.plan years 2022
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
$111,101 (2023-12) · $101,910 (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 | 605 | $60.0M | $57.2M | 88.3% | $61.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 618 | $58.1M | $60.1M | 89.2% | $60.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 626 | $72.1M | $61.1M | 91.5% | $58.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- First Merchants Corporation codes 28 51 $170,822 PY2024
- Fifth Third Bank Retirement Service codes 21 59 $70,576 PY2024
- October Three Consulting LLC codes 11 PY2024
- First Merchants Corporation codes 28 51 $111,101 PY2023
- Fifth Third Bank Retirement Service codes 21 28 59 $51,951 PY2023
- Mccready & Keene, Inc. codes 11 PY2023
- First Merchants Insurance Services, codes 28 $111,182 PY2022
- Fifth Third Bank Retirement Service codes 21 28 $55,020 PY2022
- Mccready & Keene Inc codes 28 $36,250 PY2022
- Mccready & Keene, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceFifth Third Bank Retirement Service no longer appears on American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof's Schedule C as investment manager (plan year 2024 vs 2023)with Fifth Third Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMccready & Keene Inc no longer appears on American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof's Schedule C as investment manager (plan year 2023 vs 2022)with Mccready and Keene, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedAmerican Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof funded ratio 91.5% -> 89.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof plan assets $72M -> $58M (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350144250-001
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.