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
Oneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees
Corporate pensionBirmingham, AL
Assets
n/a
Total assets, Dec 27, 2023 reported
Funded
100.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: O'Neal Steel, LLC.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 30.6%
- U.S. Government securities 25.4%
- Pooled separate accounts 23.8%
- Registered investment companies 20.1%
Consultants and advisers
3 firms
- SLC Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal1 rows, latest Dec 31, 2022
Commitments
1 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 Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $18.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 27, 2023 | 836 | $60.6M | $66.1M | 100.8% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 846 | $91.4M | $72.3M | 119.1% | $75.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $155,431 PY2023
- SLC Management codes 27 50 $118,090 PY2023
- Capfinancial Partners codes 27 50 $50,970 PY2023
- Bmss codes 10 50 $17,730 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $289,234 PY2022
- SLC Management codes 27 50 $91,790 PY2022
- Capfinancial Partners codes 10 27 50 $48,545 PY2022
- O'Neal Industries Inc codes 10 50 $16,800 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $18.0M PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Dec 27, 2023Assets changedOneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees total assets $76M -> $0 (-100.0%, 2022-12-31 to 2023-12-27)
- Jan 1, 2023Funded status changedOneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees funded ratio 119.1% -> 100.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees plan assets $91M -> $61M (-33.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 630196990-005
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.