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
American Optical Corporation Retirement Plan
Corporate pensionGreenwich, CT
Assets
n/a
Total assets, Mar 31, 2025 reported
Funded
81.8%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2024
Commitments
0
none on the tape
Plan sponsor: Vista Capital LLC
Allocation policy
Form 5500, as of Mar 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- Registered investment companies 96.8%
Consultants and advisers
5 firms
- Fiducient Advisors LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
- Principal Custody Solutions Directed trusteethrough Mar 31, 2025 Form 5500
- Principal Directed trusteethrough Mar 31, 2024 Form 5500
- USI Consulting Group Actuarythrough Mar 31, 2023 Form 5500
- Wells Fargo Bank Directed trusteethrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2023
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
33 readings
Investment management fees
$42,500 (2024-03) · $77,844 (2023-03)
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 Mar 31, 2025 | 1,060 | $24.3M | $29.6M | 81.8% | $0 | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,124 | $25.5M | $31.4M | 69.2% | $24.3M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,180 | $29.2M | $32.5M | 80.0% | $25.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 15 17 38 50 64 $202,499 PY2024
- Fiducient Advisors LLC codes 27 50 $30,777 PY2024
- SUN Life Capital Management codes 28 $24,908 PY2024
- Clifton Larson Allen LLP codes 10 $14,175 PY2024
- Principal Custody Solutions codes 25 50 $12,506 PY2024
- USI Consulting Group codes 11 PY2024
- USI Consulting Group codes 11 15 17 38 50 64 $76,883 PY2023
- Principal Custody Solutions codes 25 50 $62,949 PY2023
- Fiducient Advisors LLC codes 27 50 $40,074 PY2023
- Sun Life Capital Management codes 28 $23,656 PY2023
- Clifton Larson Allen LLP codes 10 $13,440 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 15 17 38 50 64 $69,515 PY2022
- Wells Fargo Bank, N.A. codes 25 50 $65,120 PY2022
- Fiducient Advisors LLC codes 27 50 $38,950 PY2022
- Sun Life Capital Management codes 28 $38,001 PY2022
- Clifton Larson Allen LLP codes 10 $12,600 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Mar 31, 2025Assets changedAmerican Optical Corporation Retirement Plan total assets $24M -> $0 (-100.0%, 2024-03-31 to 2025-03-31)
- Apr 1, 2024Funded status changedAmerican Optical Corporation Retirement Plan funded ratio 69.2% -> 81.8% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedAmerican Optical Corporation Retirement Plan funded ratio 80.0% -> 69.2% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedAmerican Optical Corporation Retirement Plan plan assets $29M -> $25M (-12.7%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510529512-004
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.