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

Pension Plan of Stein Seal Company

Corporate pensionKulpsville, PA
Assets
$4.0M
Total assets, Oct 31, 2025 reported
Funded
108.2%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
8
none on the tape
Plan sponsor: Stein Seal Company
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 60.3%
  • Pooled separate accounts 39.7%
Consultants and advisers
2 firms
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
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$25.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$4.0M Oct 31, 2025 reported Form 5500
$40.0M (2024-10) · $31.5M (2023-10)
Plan assets
$40.0M Nov 1, 2024 reported Form 5500
$31.5M (2023-11) · $29.6M (2022-11)
Net assets
$4.0M Oct 31, 2025 reported Form 5500
$40.0M (2024-10) · $31.5M (2023-10)
Funded ratio
108.2% Nov 1, 2024 reported Form 5500
105.1% (2023-11) · 94.9% (2022-11)
Funding target
$37.0M Nov 1, 2024 reported Form 5500
$31.6M (2023-11) · $31.2M (2022-11)
Discount rate
5.17% Nov 1, 2024 reported Form 5500
6.16% (2023-11) · 5.47% (2022-11)
Participants
358 Nov 1, 2024 reported Form 5500
377 (2023-11) · 341 (2022-11)
Contributions
$0 Oct 31, 2025 reported Form 5500
$1.3M (2024-10) · $1.9M (2023-10)
Benefits paid
$37.9M Oct 31, 2025 reported Form 5500
$2.2M (2024-10) · $942,383 (2023-10)
Net investment income
$-36.1M Oct 31, 2025 reported Form 5500
$8.5M (2024-10) · $1.9M (2023-10)
Investment management fees
$37,024 Oct 31, 2025 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025358$40.0M$37.0M108.2%$4.0Mn/an/an/a
2023 to Oct 31, 2024377$31.5M$31.6M105.1%$40.0Mn/an/an/a
2022 to Oct 31, 2023341$29.6M$31.2M94.9%$31.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • October Three Consulting LLC codes 13 27 50 64 $223,619 PY2024
  • Principal Life Insurance Company codes 13 50 64 $52,380 PY2024
  • Wealthcare Advisory Part codes 13 50 $22,500 PY2024
  • Kreischer Miller codes 10 50 $17,748 PY2024
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P PY2024
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $1.6M PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P PY2024
  • Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Kreischer Miller codes 10 50 $25,584 PY2023
  • Principal Life Insurance Company codes 13 50 64 $22,340 PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $4.3M PY2023
  • Prin Liquid Assets Sep Acct-R6 Sched. D P $25.1M PY2023
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P $2.0M PY2023
  • Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P $1.7M PY2023
  • Principal Financial Group codes 11 PY2023
  • Kreischer Miller codes 10 50 $10,627 PY2022
  • Principal Life Insurance Company codes 13 50 64 $8,100 PY2022
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P $1.1M PY2022
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $20.8M PY2022
  • Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P $2.1M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
10 events
  • Oct 31, 2025Holding endedinference
    Pension Plan of Stein Seal Company no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $4M at 2024-10-31; absent from the 2025-10-31 filing)
    with Principalaskebsa.dol.gov
  • Oct 31, 2025Holding endedinference
    Pension Plan of Stein Seal Company no longer reports Prin Fin Grp, Inc. Stock Sa-R6 (Principal) (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)
    with Principalaskebsa.dol.gov
  • Oct 31, 2025Holding endedinference
    Pension Plan of Stein Seal Company no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)
    with Principalaskebsa.dol.gov
  • Oct 31, 2025Assets changed
    Pension Plan of Stein Seal Company total assets $40M -> $4M (-90.1%, 2024-10-31 to 2025-10-31)
    askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    October Three Consulting LLC appears on Pension Plan of Stein Seal Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with October Three Consulting LLCaskebsa.dol.gov
  • Nov 1, 2024Funded status changed
    Pension Plan of Stein Seal Company funded ratio 105.1% -> 108.2% (2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Nov 1, 2024Assets changed
    Pension Plan of Stein Seal Company plan assets $31M -> $40M (+27.2%, 2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Oct 31, 2024Holding started
    Pension Plan of Stein Seal Company first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $25M at 2024-10-31
    with Principalaskebsa.dol.gov
  • Oct 31, 2024Assets changed
    Pension Plan of Stein Seal Company total assets $32M -> $40M (+27.0%, 2023-10-31 to 2024-10-31)
    askebsa.dol.gov
  • Nov 1, 2023Funded status changed
    Pension Plan of Stein Seal Company funded ratio 94.9% -> 105.1% (2022-11-01 to 2023-11-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231729452-001
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.