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
Park Ohio Industries and Subsidiaries Pension Plan
Corporate pensionCleveland, OH
Assets
$159M
Total assets, Dec 31, 2024 reported
Funded
161.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
1 managers on Schedule C
Plan sponsor: Park Ohio Industries Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Corporate debt instruments (other) 6.8%
- U.S. Government securities 9.3%
- Employer securities 5.7%
- Insurance company general account 0.1%
- Other investments 15.1%
- Partnership/joint venture interests 8.8%
- Pooled separate accounts 0.0%
- Registered investment companies 4.4%
- Common stock 49.6%
Consultants and advisers
7 firms
- Park Ohio Industries Inc Custodianthrough Dec 31, 2024 Form 5500
- Huntington Bank Custodianthrough Dec 31, 2023 Form 5500
- Prudential Retirement & Annuity Ins Custodianthrough Dec 31, 2023 Form 5500
- Charles Schwab Trust Custodianthrough Dec 31, 2023 Form 5500
- US Bank Directed trusteethrough Dec 31, 2023 Form 5500
- KEY Bank Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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
- Prudential Retirement & Annuity Ins3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Squire Patton Boggs (US) LLPplan years 2024
- Boyd Watterson Asset Managementplan years 2023
- Gamco Asset Management, Inc.plan years 2023
- Clearsteadplan years 2023
Commitments
5 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, 2024 | Large Cap Blend/mfsseparate account | Prudential Retirement & Annuity Ins | Public equity | $6,803 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Priacseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $168,174 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | KEY Collective Investment Trustcollective trust | Ohio Crankshaft/bennett | Pooled vehicles | $26.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Blend/mfsseparate account | Prudential Retirement & Annuity Ins | Public equity | $315,937 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Cash Balance Plancollective trust | Charles Schwab | Cash | $252,220 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 5,601 | $148M | $73.7M | 161.7% | $159M | $14.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,266 | $133M | $71.1M | 165.5% | $151M | $13.3M | $0 | n/a |
| 2022 to Dec 31, 2022 | 2,147 | $170M | $67.4M | 178.5% | $137M | n/a | $110M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $295,407 PY2024
- Clearstead Advisors LLC codes 28 51 $137,290 PY2024
- Gamco Asset Management Inc codes 28 51 $106,847 PY2024
- KEY Bank codes 19 50 $100,357 PY2024
- Charles Schwab & Co., Inc. codes 19 50 $87,188 PY2024
- Boyd Watterson Asset Mgt LLC codes 28 51 $54,067 PY2024
- Empower codes 19 50 $36,716 PY2024
- US Bank National Association codes 25 50 $33,638 PY2024
- Bober Markey Fedorovich codes 10 50 $18,000 PY2024
- Squire Patton Boggs (US) LLP codes 29 51 $8,190 PY2024
- Marcella E. Griffin codes 15 38 50 $5,100 PY2024
- Large Cap Blend/mfs Sched. D P $6,803 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Gamco Asset Management Inc codes 28 51 $266,574 PY2023
- Willis Towers Watson US LLC codes 11 50 $149,656 PY2023
- Clearstead Advisors LLC codes 28 51 $100,181 PY2023
- Huntington Bank codes 19 50 $38,192 PY2023
- Empower codes 19 50 $35,812 PY2023
- US Bank National Association codes 25 50 $32,694 PY2023
- Charles Schwab & Co., Inc. codes 19 50 $30,250 PY2023
- Bober Markey Fedorovich codes 10 50 $17,978 PY2023
- Boyd Watterson Asset Mgt LLC codes 28 51 $16,522 PY2023
- Large Cap Blend/mfs Sched. D P $168,174 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Empower codes 12 $36,594 PY2022
- KEY Bank codes 10 13 19 21 99 PY2022
- US Bank National Association codes 12 PY2022
- Willis Towers Watson US LLC codes 12 PY2022
- Collective Investment Trust Sched. D M $11.9M PY2022
- Collective Investment Trust Sched. D M $97.9M PY2022
- KEY Collective Investment Trust Sched. D C $26.7M PY2022
- Large Cap Blend/mfs Sched. D P $315,937 PY2022
- Cash Balance Plan Sched. D C $252,220 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
14 events
- Dec 31, 2024Holding endedinferencePark Ohio Industries and Subsidiaries Pension Plan no longer reports Priac (Prudential Retirement & Annuity Ins) (last held $168,174 at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding startedPark Ohio Industries and Subsidiaries Pension Plan first reports an interest in Large Cap Blend/mfs (Prudential Retirement & Annuity Ins): $6,803 at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2024Funded status changedPark Ohio Industries and Subsidiaries Pension Plan funded ratio 165.5% -> 161.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPark Ohio Industries and Subsidiaries Pension Plan plan assets $133M -> $148M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferencePark Ohio Industries and Subsidiaries Pension Plan no longer reports KEY Collective Investment Trust (last held $27M at 2022-12-31; absent from the 2023-12-31 filing)with KEY Collective Investment Trustaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePark Ohio Industries and Subsidiaries Pension Plan no longer reports Cash Balance Plan (last held $252,220 at 2022-12-31; absent from the 2023-12-31 filing)with Cash Balance Planaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePark Ohio Industries and Subsidiaries Pension Plan no longer reports Large Cap Blend/mfs (Prudential Retirement & Annuity Ins) (last held $315,937 at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedPark Ohio Industries and Subsidiaries Pension Plan first reports an interest in Priac (Prudential Retirement & Annuity Ins): $168,174 at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBoyd Watterson Asset Mgt LLC appears on Park Ohio Industries and Subsidiaries Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Boyd Watterson Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedClearstead Advisors LLC appears on Park Ohio Industries and Subsidiaries Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Clearsteadaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedGamco Asset Management Inc appears on Park Ohio Industries and Subsidiaries Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Gamco Asset Management, Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedPark Ohio Industries and Subsidiaries Pension Plan total assets $137M -> $151M (+10.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPark Ohio Industries and Subsidiaries Pension Plan funded ratio 178.5% -> 165.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPark Ohio Industries and Subsidiaries Pension Plan plan assets $170M -> $133M (-22.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346520107-002
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.