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

Spangler Candy Company Non-Union Associates' Pension Plan

Corporate pensionBryan, OH
Assets
$18.8M
Total assets, Dec 31, 2024 reported
Funded
105.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Spangler Candy Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 95.9%
  • Pooled separate accounts 0.1%
  • Registered investment companies 1.3%
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
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$10,914 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024West Asset Long Dur Credit R1collective trustHand Benefits & Trust CompanyPrivate credit$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$13,797 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023West Asset Long Dur Credit R1collective trustHand Benefits & Trust CompanyPrivate credit$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$20,896 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022West Asset Long Dur Credit R1collective trustHand Benefits & Trust CompanyPrivate credit$18.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$18.8M Dec 31, 2024 reported Form 5500
$20.3M (2023-12) · $20.2M (2022-12)
Plan assets
$20.3M Jan 1, 2024 reported Form 5500
$20.2M (2023-01) · $28.5M (2022-01)
Net assets
$18.8M Dec 31, 2024 reported Form 5500
$20.3M (2023-12) · $20.2M (2022-12)
Funded ratio
105.9% Jan 1, 2024 reported Form 5500
104.2% (2023-01) · 133.5% (2022-01)
Funding target
$19.9M Jan 1, 2024 reported Form 5500
$20.2M (2023-01) · $20.1M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.41% (2022-01)
Participants
152 Jan 1, 2024 reported Form 5500
154 (2023-01) · 155 (2022-01)
Contributions
$500,000 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.5M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.4M (2022-12)
Net investment income
$-1.5M Dec 31, 2024 reported Form 5500
$133,436 (2023-12) · $-8.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024152$20.3M$19.9M105.9%$18.8Mn/an/an/a
2023 to Dec 31, 2023154$20.2M$20.2M104.2%$20.3Mn/an/an/a
2022 to Dec 31, 2022155$28.5M$20.1M133.5%$20.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $126,651 PY2024
  • Lincoln Financial Advs Corp codes 27 99 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $10,914 PY2024
  • West Asset Long Dur Credit R1 Sched. D C $18.0M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $153,820 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $13,797 PY2023
  • West Asset Long Dur Credit R1 Sched. D C $20.1M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $110,426 PY2022
  • Lincoln Financial Advs Corp codes 27 99 PY2022
  • West Asset Long Dur Credit R1 Sched. D C $18.4M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $20,896 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    Lincoln Financial Advs Corp appears on Spangler Candy Company Non-Union Associates' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Lincoln Financial Advs Corpaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Lincoln Financial Advs Corp no longer appears on Spangler Candy Company Non-Union Associates' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Lincoln Financial Advs Corpaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Spangler Candy Company Non-Union Associates' Pension Plan funded ratio 133.5% -> 104.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Spangler Candy Company Non-Union Associates' Pension Plan plan assets $29M -> $20M (-29.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 344360680-001
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.