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
Capitol Machinery Company Defined Benefit Pension Plan
Corporate pensionCedar Rapids, IA
Assets
$11.5M
Total assets, Dec 27, 2024 reported
Funded
105.3%
Dec 28, 2023
Private markets target
n/a
policy Dec 27, 2024
Commitments
0
none on the tape
Plan sponsor: Altorfer, Inc.
Allocation policy
Form 5500, as of Dec 27, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 13.7%
- Non-interest-bearing cash 0.9%
- Registered investment companies 85.4%
Consultants and advisers
2 firms
- Aon Actuarythrough Dec 27, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 27, 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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 27, 2024 | 282 | $11.9M | $11.4M | 105.3% | $11.5M | n/a | n/a | n/a |
| 2022 to Dec 27, 2023 | 289 | $10.2M | $11.0M | 101.8% | $11.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 50 $115,914 PY2023
- Clifton Larsen Allen codes 10 50 $14,700 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 50 $64,505 PY2022
- Clifton Larsen Allen codes 10 50 $13,800 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Dec 28, 2023Funded status changedCapitol Machinery Company Defined Benefit Pension Plan funded ratio 101.8% -> 105.3% (2022-12-28 to 2023-12-28)
- Dec 28, 2023Assets changedCapitol Machinery Company Defined Benefit Pension Plan plan assets $10M -> $12M (+16.5%, 2022-12-28 to 2023-12-28)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420788540-001
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.