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
Midland-Guardian Co. Salaried Employees' Pension P
Corporate pensionAmelia, OH
Assets
$30.8M
Total assets, Dec 31, 2024 reported
Funded
122.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Midland-Guardian Co.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.7%
- Registered investment companies 59.8%
- Common stock 31.5%
Consultants and advisers
4 firms
- Willis Towers Watson US LLC Investment adviser (plan)Actuarythrough Dec 31, 2024 Form 5500
- Bahl & Gaynor Investment Council Investment adviser (plan)through Dec 31, 2022 Form 5500
- US Bank Pension consultantthrough Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough 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
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
31 readings
Contributions
Investment management fees
$3,429 (2023-12) · $234,319 (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 | 194 | $30.8M | $26.4M | 122.2% | $30.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 201 | $30.9M | $27.4M | 124.2% | $30.8M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 209 | $36.7M | $27.7M | 129.6% | $30.9M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 19 27 33 71 72 $70,366 PY2024
- US Bank codes 17 50 $14,970 PY2024
- Willis Towers Watson US LLC codes 27 50 $9,617 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Bahl & Gaynor Inc. codes 27 50 $56,904 PY2023
- Morgan Stanley codes 19 27 33 71 72 $34,615 PY2023
- US Bank codes 17 50 $14,372 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Tower Watson codes 11 50 $89,729 PY2022
- Morgan Stanley codes 19 27 33 71 72 $77,751 PY2022
- Bahl & Gaynor Inc. codes 27 50 $66,839 PY2022
- US Bank codes 17 50 $13,075 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceBahl & Gaynor Inc. no longer appears on Midland-Guardian Co. Salaried Employees' Pension P's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Bahl & Gaynor Investment Councilaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC appears on Midland-Guardian Co. Salaried Employees' Pension P's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedMidland-Guardian Co. Salaried Employees' Pension P funded ratio 124.2% -> 122.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMidland-Guardian Co. Salaried Employees' Pension P funded ratio 129.6% -> 124.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMidland-Guardian Co. Salaried Employees' Pension P plan assets $37M -> $31M (-15.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310626204-001
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.