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
Gerresheimer Glass Salaried Retirement Plan
Corporate pensionVineland, NJ
Assets
$3.7M
Total assets, Dec 31, 2024 reported
Funded
91.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Gerresheimer Glass Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 16.6%
- Registered investment companies 81.9%
Consultants and advisers
3 firms
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Brown & Brown Insurance Svcs Inc. Actuarythrough Dec 31, 2024 Form 5500
- Brown & Brown Consulting Actuarythrough Dec 31, 2022 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)
- Principal Bankplan years 2023
- Wells Fargo, N.A.plan years 2022
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
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 Dec 31, 2024 | 136 | $4.9M | $5.4M | 91.8% | $3.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 139 | $4.5M | $5.6M | 87.8% | $4.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 139 | $5.8M | $5.3M | 103.2% | $4.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Brown & Brown Insurance Svcs Inc. codes 11 50 $73,930 PY2024
- Fiducient Advisors codes 27 50 $9,590 PY2024
- Principal Bank codes 28 29 50 62 99 $6,641 PY2024
- PKF O'Connor Davies LLP codes 10 50 $1,820 PY2024
- Brown & Brown Insurance Svcs, Inc. codes 11 PY2024
- Brown & Brown Consulting codes 11 50 $40,480 PY2023
- PFK O'Connor Davies LLP codes 10 50 $22,725 PY2023
- Fiducient Advisors codes 27 50 $8,728 PY2023
- Principal Bank codes 28 29 50 62 99 $5,600 PY2023
- Brown & Brown Consulting codes 11 PY2023
- Brown & Brown Consulting codes 11 50 $37,095 PY2022
- PFK O'Connor Davies LLP codes 10 50 $12,000 PY2022
- Fiducient Advisors codes 27 50 $8,351 PY2022
- Wells Fargo, N.A. codes 28 29 50 62 99 $5,808 PY2022
- Brown & Brown Consulting codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedGerresheimer Glass Salaried Retirement Plan total assets $5M -> $4M (-23.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedGerresheimer Glass Salaried Retirement Plan funded ratio 87.8% -> 91.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedPrincipal Bank appears on Gerresheimer Glass Salaried Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principal Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWells Fargo, N.A. no longer appears on Gerresheimer Glass Salaried Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wells Fargo, N.A.askebsa.dol.gov
- Jan 1, 2023Funded status changedGerresheimer Glass Salaried Retirement Plan funded ratio 103.2% -> 87.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGerresheimer Glass Salaried Retirement Plan plan assets $6M -> $4M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222784102-001
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.