DFX Intelligence

Allocator Intelligence

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Corporate pension

T••••••••• C••••••••• R••••••••• P•••

Corporate pensionCanton, OH

Assets

$5.4M

Total assets, Dec 31, 2024 reported

Funded

93.5%

Jan 1, 2022

Private markets target

n/a

policy Dec 31, 2024

Commitments

1 managers on Schedule C

Plan sponsor: M••••••• I•••

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 100.0%

Consultants and advisers

6 firms

N•••• L•• General consultantthrough Dec 31, 2022 Form 5500
U•• C••••••••• G•••• Pension consultantthrough Dec 31, 2022 Form 5500
C••••• W••• General consultantthrough Dec 31, 2022 Form 5500
W••••••••• T•••• C•••••• General consultantthrough Dec 31, 2022 Form 5500
N••••••• T•••• C•• Trusteethrough Dec 31, 2022 Form 5500
W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

9 managers on Schedule C

From Schedule C (investment management, code 28)

G•••••• S•••• A•••• M•••••••••plan years 2024
P•••••• I••••••• M••••••••• C• L••plan years 2022
P••• I••plan years 2022
F••••••• T••••••••plan years 2022
L••••••• T•••• G••••• E••••• L••plan years 2022
B••••• G••••••plan years 2022
F••••••• I••••••••• A•••• M••• T•plan years 2022
A•••• I•••••••• A••••••• L••plan years 2022
S•••• S••••• R••••••• • M•••••••••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

19 readings

Total assets

$5.4M Dec 31, 2024 reported Form 5500

$130M (2023-12) · $138M (2022-12)

Plan assets

$206M Jan 1, 2022 reported Form 5500

Net assets

$5.3M Dec 31, 2024 reported Form 5500

$129M (2023-12) · $138M (2022-12)

Funded ratio

93.5% Jan 1, 2022 reported Form 5500

Funding target

$146M Jan 1, 2022 reported Form 5500

Discount rate

5.34% Jan 1, 2022 reported Form 5500

Participants

1,277 Jan 1, 2024 reported Form 5500

1,317 (2023-01) · 1,398 (2022-01)

Benefits paid

$123M Dec 31, 2024 reported Form 5500

$16.8M (2023-12) · $31.4M (2022-12)

Net investment income

$-124M Dec 31, 2024 reported Form 5500

$-8.3M (2023-12) · $-67.8M (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	1,277	n/a	n/a	n/a	$5.4M	n/a	$5.4M	n/a
2023 to Dec 31, 2023	1,317	n/a	n/a	n/a	$130M	n/a	$130M	n/a
2022 to Dec 31, 2022	1,398	$206M	$146M	93.5%	$138M	n/a	$138M	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

W••••• T••••• W••••• U• L•• codes 11 50 $295,940 PY2024
U•• C••••••••• G•••• codes 17 50 $114,215 PY2024
Jones Day Reavis & Pogue codes 29 50 $89,215 PY2024
G•••••• S•••• A•••• M••••••••• codes 28 50 $5,449 PY2024
N••••••• Trust Company codes 21 50 $3,216 PY2024
T••••••••• C••••••••• Collective Sched. D M $5.4M PY2024
W••••• T••••• W••••• U• L•• codes 11 50 $107,135 PY2023
U•• C••••••••• G•••• codes 17 50 $93,326 PY2023
N••••••• Trust Company codes 21 50 $78,968 PY2023
N•••• L•• codes 16 50 $42,984 PY2023
Jones Day Reavis & Pogue codes 29 50 $35,744 PY2023
W••••••••• T•••• C•••••• codes 16 50 $24,225 PY2023
P•••••• Investment Management Co codes 28 50 $20,094 PY2023
Baillie G•••••• Overseas Limited codes 28 50 $7,100 PY2023
T••••••••• C••••••••• Collective Sched. D M $130M PY2023
W••••• T••••• W••••• U• L•• codes 11 50 $150,989 PY2022
N•••• L•• codes 16 50 $131,387 PY2022
U•• C••••••••• G•••• codes 17 50 $119,475 PY2022
P•••••• Investment Management Co codes 28 50 $100,799 PY2022
N••••••• Trust Company codes 21 50 $82,960 PY2022
W••••••••• T•••• C•••••• codes 16 50 $79,493 PY2022
P•••, Inc. codes 28 50 $77,660 PY2022
Jones Day Reavis & Pogue codes 29 50 $49,915 PY2022
F••••••• T•••••••• Investments LLC codes 28 50 $32,694 PY2022
L••••••• T•••• G••••• E••••• L•• codes 28 50 $27,183 PY2022
Baillie G•••••• Overseas Limited codes 28 50 $15,739 PY2022
Findley Davies, Inc. codes 17 50 $15,670 PY2022
F••••••• Investments I••••••••• codes 28 50 $14,442 PY2022
A•••• I•••••••• A••••••• L•• codes 28 50 $10,146 PY2022
S•••• S••••• R••••••• • M••••••••• codes 28 50 $9,361 PY2022
C••••• W••• codes 16 50 $7,266 PY2022
T••••••••• C••••••••• Collective Sched. D M $138M PY2022
W••••• T••••• W••••• U• L•• codes 11 PY2022

What changed

14 events

Dec 31, 2024Manager relationship endedinference
Baillie G•••••• Overseas Limited no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
with B••••• G••••••askebsa.dol.gov
Dec 31, 2024Consultant changedinference
W••••••••• T•••• C•••••• no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
with W••••••••• T•••• C••••••askebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
P•••••• Investment Management Co no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
with P•••••• I••••••• M••••••••• C• L••askebsa.dol.gov
Dec 31, 2024Consultant changedinference
N•••• L•• no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
with N•••• L••askebsa.dol.gov
Dec 31, 2024Manager relationship started
G•••••• S•••• A•••• M••••••••• appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
with G•••••• S•••• A•••• M•••••••••askebsa.dol.gov
Dec 31, 2024Assets changed
T••••••••• C••••••••• R••••••••• P••• total assets $130M -> $5M (-95.9%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
F••••••• T•••••••• Investments LLC no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
with F••••••• T••••••••askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
A•••• I•••••••• A••••••• L•• no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
with A•••• I•••••••• A••••••• L••askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
L••••••• T•••• G••••• E••••• L•• no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
with L••••••• T•••• G••••• E••••• L••askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
P•••, Inc. no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
with P••• I••askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
S•••• S••••• R••••••• • M••••••••• no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
with S•••• S••••• R••••••• • M•••••••••askebsa.dol.gov
Dec 31, 2023Consultant changedinference
C••••• W••• no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)
with C••••• W•••askebsa.dol.gov
Dec 31, 2023Consultant changedinference
Findley Davies, Inc. no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)
with U•• C••••••••• G••••askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
F••••••• Investments I••••••••• no longer appears on T••••••••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
with F••••••• I••••••••• A•••• M••• T•askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 464024951-001

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.