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
Ohio Education Association Union Pension Plan
Corporate pensionColumbus, OH
Assets
$84.8M
Total assets, Aug 31, 2025 reported
Funded
84.8%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
3
none on the tape
Plan sponsor: Ohio Education Association
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Corporate debt instruments (other) 29.7%
- Corporate debt instruments (preferred) 26.4%
- U.S. Government securities 8.9%
- Other investments 7.4%
- Common/collective trusts 23.8%
- Registered investment companies 0.4%
Consultants and advisers
3 firms
- Aon Actuarythrough Aug 31, 2025 Form 5500
- AON Consulting, Inc. Actuarythrough Aug 31, 2023 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2023
- Capfinancial Partners, LLCplan years 2023
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 Aug 31, 2025 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $20.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $20.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$288,014 (2024-08) · $315,979 (2023-08)
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 Aug 31, 2025 | 230 | $89.2M | $87.4M | 84.8% | $84.8M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 230 | $89.2M | $93.2M | 90.8% | $89.2M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 238 | $95.8M | $94.4M | 96.9% | $89.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SLC Management codes 28 50 $123,839 PY2024
- Capfinancial Partners, LLC codes 28 50 $114,644 PY2024
- AON Consulting codes 11 50 $45,100 PY2024
- Matrix Trust Company codes 21 25 50 51 53 59 60 61 62 68 99 $32,995 PY2024
- Clark, Schaefer, Hackett and Co. codes 10 $14,500 PY2024
- CIT Db Growth Portfolio Sched. D C $20.2M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Capfinancial Partners, LLC codes 28 50 $146,037 PY2023
- SLC Management codes 28 50 $141,977 PY2023
- AON Consulting codes 11 50 $43,661 PY2023
- Matrix Trust Company codes 21 25 50 51 53 59 60 61 62 68 99 $31,041 PY2023
- Clark, Schaefer, Hackett and Co. codes 10 50 $13,500 PY2023
- CIT Db Growth Portfolio Sched. D C $20.8M PY2023
- AON Consulting, Inc. codes 11 PY2023
- SLC Management codes 28 50 $143,513 PY2022
- Capfinancial Partners, LLC codes 28 50 $139,083 PY2022
- AON Consulting codes 11 50 $47,158 PY2022
- Matrix Trust Company codes 21 25 50 51 53 59 60 61 62 68 99 $33,383 PY2022
- Clark, Schaefer, Hackett and Co. codes 10 50 $12,350 PY2022
- CIT Db Growth Portfolio Sched. D C $20.5M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
2 events
- Sep 1, 2024Funded status changedOhio Education Association Union Pension Plan funded ratio 90.8% -> 84.8% (2023-09-01 to 2024-09-01)
- Sep 1, 2023Funded status changedOhio Education Association Union Pension Plan funded ratio 96.9% -> 90.8% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 314269414-001
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.