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

American Railcar Ind, Inc. Shippers Car Line Div Ees Pen Plan

Corporate pensionST. Charles, MO
Assets
$17.8M
Total assets, Apr 30, 2025 reported
Funded
104.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: American Industrial Transport, Inc.
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Corporate debt instruments (other) 82.2%
  • Registered investment companies 6.3%
  • Common stock 10.1%
Consultants and advisers
3 firms
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
Total assets
$17.8M Apr 30, 2025 reported Form 5500
$17.6M (2024-04) · $10.7M (2023-04)
Plan assets
$17.6M May 1, 2024 reported Form 5500
$10.6M (2023-05) · $11.4M (2022-05)
Net assets
$17.8M Apr 30, 2025 reported Form 5500
$17.6M (2024-04) · $10.6M (2023-04)
Funded ratio
104.1% May 1, 2024 reported Form 5500
105.7% (2023-05) · 105.7% (2022-05)
Funding target
$16.7M May 1, 2024 reported Form 5500
$10.6M (2023-05) · $10.6M (2022-05)
Discount rate
5.14% May 1, 2024 reported Form 5500
5.21% (2023-05) · 5.37% (2022-05)
Participants
481 May 1, 2024 reported Form 5500
348 (2023-05) · 353 (2022-05)
Contributions
$0 Apr 30, 2025 reported Form 5500
$0 (2024-04) · $0 (2023-04)
Benefits paid
$995,535 Apr 30, 2025 reported Form 5500
$682,652 (2024-04) · $719,369 (2023-04)
Net investment income
$239,783 Apr 30, 2025 reported Form 5500
$35,781 (2024-04) · $-759,573 (2023-04)
Investment management fees
$23,467 Apr 30, 2025 reported Form 5500
$0 (2024-04) · $13,386 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025481$17.6M$16.7M104.1%$17.8M$0$0$0
2023 to Apr 30, 2024348$10.6M$10.6M105.7%$17.6M$0$0$0
2022 to Apr 30, 2023353$11.4M$10.6M105.7%$10.7M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 14 $57,623 PY2024
  • Mercer codes 11 PY2024
  • Mercer codes 11 14 $84,416 PY2023
  • Armanino codes 10 $11,681 PY2023
  • Mercer codes 11 PY2023
  • Mercer codes 11 14 $40,676 PY2022
  • Columbia codes 14 21 $3,391 PY2022
  • Boston codes 14 21 $980 PY2022
  • Mercer codes 11 PY2022
What changed
2 events
  • May 1, 2024Assets changed
    American Railcar Ind, Inc. Shippers Car Line Div Ees Pen Plan plan assets $11M -> $18M (+65.6%, 2023-05-01 to 2024-05-01)
  • Apr 30, 2024Assets changed
    American Railcar Ind, Inc. Shippers Car Line Div Ees Pen Plan total assets $11M -> $18M (+65.2%, 2023-04-30 to 2024-04-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 850855127-003
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.