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
Woolrich, Inc. Pension Plan
Corporate pensionWoolrich, PA
Assets
$19.3M
Total assets, Dec 31, 2024 reported
Funded
63.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Woolrich, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Common/collective trusts 96.3%
- Registered investment companies 0.0%
Consultants and advisers
3 firms
- Fidelity Institutional Asset Mgmt Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough 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
- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
Commitments
3 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 | Fiam Long Corp acollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corp acollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Long Corp acollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $7.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$36,858 (2023-12) · $68,664 (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 | 639 | $21.3M | $31.1M | 63.7% | $19.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 661 | $21.2M | $32.5M | 64.0% | $21.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 681 | $31.9M | $33.1M | 93.5% | $21.2M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Buck Global LLC codes 11 50 $140,962 PY2024
- Fidelity Inst Asset Mgmt Trust Co codes 27 28 50 51 $140,000 PY2024
- Matrix Trust Company codes 21 50 $41,030 PY2024
- Maher Duessell codes 15 50 $10,500 PY2024
- Management Aorbetter-A Sched. D C $5.6M PY2024
- Fiam 8-10 Yr Crp Bd Cp Sched. D C $4.7M PY2024
- Management Long Duration Pool Sched. D C $8.3M PY2024
- Buck Global, LLC codes 11 PY2024
- Buck Global LLC codes 11 50 $97,618 PY2023
- Matrix Trust Company codes 21 50 $42,953 PY2023
- Fidelity Inst Asset Mgmt Trust Co codes 27 28 50 51 $36,858 PY2023
- Maher Duessell codes 15 50 $8,000 PY2023
- Fiam 8-10 Yr Crp Bd Cp Sched. D C $4.8M PY2023
- Management Aorbetter-A Sched. D C $6.1M PY2023
- Management Long Duration Pool Sched. D C $9.0M PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global LLC codes 11 50 $99,585 PY2022
- Fidelity Inst Asset Mgmt Trust Co codes 27 28 50 51 $68,664 PY2022
- Matrix Trust Company codes 21 50 $47,247 PY2022
- Maher Duessell codes 15 50 $7,900 PY2022
- Fiam 8-10 Yr Crp Bd Cp Sched. D C $6.9M PY2022
- Management Aorbetter-A Sched. D C $6.8M PY2022
- Management Long Duration Pool Sched. D C $7.2M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedWoolrich, Inc. Pension Plan funded ratio 93.5% -> 64.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWoolrich, Inc. Pension Plan plan assets $32M -> $21M (-33.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 240765400-002
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.