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
Retirement Plan for Employees of Cedar Chemical Corporation
Corporate pensionSunny Isles Beach, FL
Assets
n/a
Total assets, Sep 16, 2024 reported
Funded
104.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
8
none on the tape
Plan sponsor: Trans-Resources, LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 94.4%
Consultants and advisers
4 firms
- Ksdt CPA Investment adviser (plan)Actuarythrough Sep 16, 2024 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2023 Form 5500
- Ingham Retirement Group 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
- Principal8 rows, latest Dec 31, 2023
Commitments
8 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, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $247,212 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $191,831 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $6.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Sep 16, 2024 | 305 | $24.7M | $24.3M | 104.7% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 346 | $23.6M | $27.6M | 94.2% | $24.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 320 | $31.9M | $27.8M | 105.1% | $23.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $139,271 PY2024
- Ksdt CPA codes 10 27 50 $8,600 PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2024
- Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2024
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P PY2024
- Prin Bond Market Index Sa-Z Sched. D P PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $100,500 PY2023
- Ksdt codes 10 11 50 $8,800 PY2023
- Principal Global Investors, LLC codes 27 99 PY2023
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $247,212 PY2023
- Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2023
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $5.7M PY2023
- Prin Bond Market Index Sa-Z Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $17.5M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $41,664 PY2022
- Ingham and Company codes 13 50 $30,000 PY2022
- Kabat Schertzer Dela Torre Taraboul codes 10 50 $9,450 PY2022
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P $2.2M PY2022
- Prin Bond Market Index Sa-Z Sched. D P $6.0M PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $191,831 PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $11.6M PY2022
- Prin Smcap S&p 600 Index Sa-Z Sched. D P $3.6M PY2022
- Ingham Retirement Group codes 11 PY2022
What changed
13 events
- Dec 31, 2024Consultant changedinferenceKsdt CPA appears on Retirement Plan for Employees of Cedar Chemical Corporation's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Ksdt CPAaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePrincipal Global Investors, LLC no longer appears on Retirement Plan for Employees of Cedar Chemical Corporation's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Global Investors LLCaskebsa.dol.gov
- Sep 16, 2024Assets changedRetirement Plan for Employees of Cedar Chemical Corporation total assets $25M -> $0 (-100.0%, 2023-12-31 to 2024-09-16)
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Cedar Chemical Corporation funded ratio 94.2% -> 104.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedRetirement Plan for Employees of Cedar Chemical Corporation first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $17M at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of Cedar Chemical Corporation no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of Cedar Chemical Corporation no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Holding startedRetirement Plan for Employees of Cedar Chemical Corporation first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $6M at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of Cedar Chemical Corporation no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of Cedar Chemical Corporation no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePrincipal Global Investors, LLC appears on Retirement Plan for Employees of Cedar Chemical Corporation's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Principal Global Investors LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Cedar Chemical Corporation funded ratio 105.1% -> 94.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Cedar Chemical Corporation plan assets $32M -> $24M (-26.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 320412727-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.