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

A O Smith Retirement Plan

Corporate pensionMilwaukee, WI
Assets
$22.8M
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: A.O. Smith Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 99.5%
Consultants and advisers
2 firms
  • Aon Actuarythrough Dec 31, 2022 Form 5500
  • US Bank Discretionary trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
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
12 readings
Total assets
$22.8M Dec 31, 2023 reported Form 5500
$29.6M (2022-12)
Net assets
$22.8M Dec 31, 2023 reported Form 5500
$25.2M (2022-12)
Participants
6,926 Jan 1, 2023 reported Form 5500
9,566 (2022-01)
Benefits paid
$8.4M Dec 31, 2023 reported Form 5500
$683M (2022-12)
Net investment income
$-2.4M Dec 31, 2023 reported Form 5500
$-780M (2022-12)
Investment management fees
$230,090 Dec 31, 2023 reported Form 5500
$1.2M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20236,926n/an/an/a$22.8Mn/an/an/a
2022 to Dec 31, 20229,566n/an/an/a$29.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Dec 31, 2023Assets changed
    A O Smith Retirement Plan total assets $30M -> $23M (-23.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390619790-001
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.