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
Factory Pension Plan of Danfoss Power Solutions(lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28
Corporate pensionAmes, IA
Assets
$19.2M
Total assets, Dec 31, 2024 reported
Funded
121.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Danfoss Power Solutions US Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- U.S. Government securities 19.0%
- Registered investment companies 77.6%
Consultants and advisers
2 firms
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- SEI Investment Companyplan 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
32 readings
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 | 250 | $20.8M | $18.1M | 121.9% | $19.2M | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 260 | $21.3M | $19.3M | 121.8% | $20.8M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 269 | $27.4M | $20.2M | 136.1% | $21.3M | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Company codes 28 $39,873 PY2024
- State Street Bank and Trust codes 25 $25,250 PY2024
- Mercer codes 11 PY2024
- SEI Investments Company codes 28 $41,727 PY2023
- State Street Bank and Trust codes 25 $28,979 PY2023
- Mercer codes 11 PY2023
- SEI Investments Company codes 28 $63,359 PY2022
- State Street Bank and Trust codes 25 $18,882 PY2022
- Mercer codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedFactory Pension Plan of Danfoss Power Solutions(lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28 funded ratio 136.1% -> 121.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFactory Pension Plan of Danfoss Power Solutions(lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28 plan assets $27M -> $21M (-22.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 421345015-002
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.