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
The Johnstown Tribune Publishing Company Non-Bargaining Pension Plan
Corporate pensionMontgomery, AL
Assets
$7.0M
Total assets, Sep 30, 2025 reported
Funded
101.9%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Cnhi, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Other investments 63.3%
- Registered investment companies 31.5%
- Common stock 2.7%
Consultants and advisers
4 firms
- October Three Consulting LLC Actuarythrough Sep 30, 2024 Form 5500
- Charles Schwab Trust Trusteethrough Sep 30, 2023 Form 5500
- Pentegra Services, Inc. Actuarythrough Sep 30, 2023 Form 5500
- Mccready and Keene, Inc. Actuarythrough Sep 30, 2023 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
33 readings
Net investment income
$886,998 (2024-09) · $345,264 (2023-09)
Investment management fees
$8,944 (2024-09) · $16,984 (2023-09)
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 Sep 30, 2025 | 169 | $6.8M | $5.1M | 101.9% | $7.0M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 171 | $5.9M | $5.2M | 101.8% | $6.8M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 171 | $5.5M | $5.2M | 102.3% | $5.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab Institutional codes 21 27 51 $62,935 PY2024
- RSM US LLP codes 49 $21,000 PY2024
- October Three Consulting LLC codes 11 $10,893 PY2024
- Mccready and Keene, Inc. codes 11 $8,975 PY2024
- October Three Consulting LLC codes 11 PY2024
- Charles Schwab Institutional codes 21 27 51 $63,210 PY2023
- RSM US LLP codes 11 $25,725 PY2023
- Mccready and Keene, Inc. codes 49 $17,120 PY2023
- October Three Consulting LLC codes 11 PY2023
- Charles Schwab Institutional codes 21 27 51 $72,028 PY2022
- RSM US LLP codes 11 $21,000 PY2022
- Mccready and Keene, Inc. codes 49 $650 PY2022
- Mccready and Keene, Inc. codes 11 PY2022
What changed
2 events
- Oct 1, 2024Assets changedThe Johnstown Tribune Publishing Company Non-Bargaining Pension Plan plan assets $6M -> $7M (+15.1%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedThe Johnstown Tribune Publishing Company Non-Bargaining Pension Plan total assets $6M -> $7M (+15.1%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 043314494-001
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.