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
Altium Packaging LP Salaried Pension Plan
Corporate pensionAtlanta, GA
Assets
$1.1M
Total assets, Dec 31, 2024 reported
Funded
98.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Altium Packaging LP
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Corporate debt instruments (other) 81.2%
- U.S. Government securities 15.5%
Consultants and advisers
5 firms
- Sage Advisory Services Ltd. Co. Pension consultantthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Pension consultantthrough Dec 31, 2024 Form 5500
- The Gibson Group / Morgan Stanley Pension consultantthrough Dec 31, 2022 Form 5500
- Strategic Benefit Advisors Actuarythrough Dec 31, 2022 Form 5500
- Strategic Benefits Advisors Inc Actuarythrough Dec 31, 2022 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
32 readings
Investment management fees
$128,643 (2023-12) · $129,750 (2022-12)
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 | 296 | $27.5M | $30.0M | 98.2% | $1.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 305 | $28.8M | $32.5M | 97.5% | $27.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 311 | $38.2M | $33.8M | 107.3% | $28.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Strategic Benefits Advisors Inc codes 11 17 50 $61,964 PY2024
- Morgan Stanley codes 17 28 51 $47,337 PY2024
- Sage Investment Advisors codes 17 28 51 $35,509 PY2024
- EC Barrett LLC codes 10 $6,350 PY2024
- Strategic Benefits Advisors Inc codes 11 PY2024
- The Gibson Group / Morgan Stanley codes 17 28 51 $150,347 PY2023
- Strategic Benefits Advisors codes 11 17 50 $73,762 PY2023
- EC Barrett, LLC codes 10 $6,350 PY2023
- Strategic Benefits Advisors Inc. codes 11 PY2023
- The Gibson Group / Morgan Stanley codes 17 28 51 $100,086 PY2022
- Strategic Benefits Advisors codes 11 17 50 $55,720 PY2022
- EC Barrett, LLC codes 10 $6,350 PY2022
- Strategic Benefits Advisors Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedMorgan Stanley appears on Altium Packaging LP Salaried Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Gibson Group / Morgan Stanley no longer appears on Altium Packaging LP Salaried Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Gibson Group / Morgan Stanleyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSage Investment Advisors appears on Altium Packaging LP Salaried Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sage Advisory Services Ltd. Co.askebsa.dol.gov
- Dec 31, 2024Assets changedAltium Packaging LP Salaried Pension Plan total assets $28M -> $1M (-95.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedAltium Packaging LP Salaried Pension Plan funded ratio 107.3% -> 97.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAltium Packaging LP Salaried Pension Plan plan assets $38M -> $29M (-24.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061056158-023
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.