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
Employees Pension Plan for Sharon Tube Company
Corporate pensionChicago, IL
Assets
$86.0M
Total assets, Dec 31, 2024 reported
Funded
111.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Wheatland Tube, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Common/collective trusts 56.0%
- Registered investment companies 41.0%
Consultants and advisers
5 firms
- Acadian Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Prudential Trust Co. Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank, National Association Trusteethrough Dec 31, 2024 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Trust Co.3 rows, latest Dec 31, 2024
- Acadian Asset Management3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Highland Consultingplan years 2022
Commitments
6 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, 2024 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $44.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Acadian Global Managed Volatility Ecollective trust | Acadian Asset Management | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Acadian Global Managed Volatility Ecollective trust | Acadian Asset Management | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Acadian Global Managed Volatility Ecollective trust | Acadian Asset Management | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 Dec 31, 2024 | 295 | $81.3M | $79.0M | 111.0% | $86.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 451 | $85.2M | $93.4M | 100.4% | $81.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 461 | $105M | $91.4M | 109.8% | $85.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $110,926 PY2024
- Highland Consulting codes 28 $64,694 PY2024
- PNC Bank, National Association codes 21 $18,851 PY2024
- Prudential US Long Duration Corp Bd Sched. D C $44.8M PY2024
- Acadian Global Low Volatility Fund Sched. D C $3.3M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $181,094 PY2023
- Highland Consulting codes 28 $62,462 PY2023
- Prudential US Long Duration Corp Bd codes 27 $34,798 PY2023
- BMO Harris Bank Na codes 21 $25,268 PY2023
- Acadian Asset Management,llc codes 27 $17,800 PY2023
- Acadian Global Low Volatility Fund Sched. D C $6.5M PY2023
- Prudential US Long Duration Corp Bd Sched. D C $14.3M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $111,723 PY2022
- Highland Consulting codes 28 $68,401 PY2022
- Prudential US Long Duration Corp Bd codes 27 $53,920 PY2022
- BMO Harris Bank Na codes 21 $25,591 PY2022
- Acadian Asset Management,llc codes 27 $16,571 PY2022
- Prudential US Long Duration Corp Bd Sched. D C $16.8M PY2022
- Acadian Global Low Volatility Fund Sched. D C $7.1M PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferencePrudential US Long Duration Corp Bd no longer appears on Employees Pension Plan for Sharon Tube Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAcadian Asset Management,llc no longer appears on Employees Pension Plan for Sharon Tube Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Acadian Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedEmployees Pension Plan for Sharon Tube Company funded ratio 100.4% -> 111.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEmployees Pension Plan for Sharon Tube Company funded ratio 109.8% -> 100.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees Pension Plan for Sharon Tube Company plan assets $105M -> $85M (-18.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231327437-013
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.