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
DO IT Best Corp. Restated Retirement Plan
Corporate pensionFort Wayne, IN
Assets
$78.4M
Total assets, Jun 30, 2025 reported
Funded
119.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: DO IT Best Corp.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Corporate debt instruments (other) 32.9%
- U.S. Government securities 33.5%
- Other investments 6.7%
- Registered investment companies 24.9%
Consultants and advisers
7 firms
- Rreef America II LP Investment adviser (plan)through Jun 30, 2025 Form 5500
- Income Research & Management Inc Investment adviser (plan)through Jun 30, 2024 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Income Research & Mgmt. Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Willis Towers Actuarythrough Jun 30, 2025 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- PNC Bank, National Association Trusteethrough Jun 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
30 readings
Investment management fees
$212,958 (2024-06) · $142,775 (2023-06)
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 Jun 30, 2025 | 972 | $81.3M | $67.7M | 119.9% | $78.4M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,035 | $85.4M | $69.2M | 133.7% | $81.3M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,098 | $90.1M | $68.1M | 143.5% | $85.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers codes 11 $180,303 PY2024
- Income Research & Management Inc codes 27 $57,898 PY2024
- Marquette Associates codes 27 $50,000 PY2024
- PNC Bank Na codes 21 $32,656 PY2024
- Rreef America II LP codes 27 $26,536 PY2024
- Forvis Mazars, LLP codes 10 $25,279 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Marquette Associates codes 27 $107,942 PY2023
- PNC Bank Na codes 21 $28,522 PY2023
- Income Research & Management Inc codes 27 $24,697 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Marquette Associates codes 27 $102,430 PY2022
- PNC Bank Na codes 21 $22,801 PY2022
- Income Research & Management Inc. codes 27 $17,544 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceRreef America II LP appears on DO IT Best Corp. Restated Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Rreef America II LPaskebsa.dol.gov
- Jul 1, 2024Funded status changedDO IT Best Corp. Restated Retirement Plan funded ratio 133.7% -> 119.9% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedDO IT Best Corp. Restated Retirement Plan funded ratio 143.5% -> 133.7% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350792867-002
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.