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
Sloan Valve Company Factory Employees' Amended Pension Plan
Corporate pensionFranklin Park, IL
Assets
$7.4M
Total assets, Jul 31, 2025 reported
Funded
75.5%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: Sloan Valve Company
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 14.4%
- U.S. Government securities 23.8%
- Registered investment companies 28.2%
- Common stock 26.8%
Consultants and advisers
2 firms
- October Three Consulting LLC Actuarythrough Jul 31, 2023 Form 5500
- First State Trust Company Trusteethrough Jul 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)
- Morgan Stanleyplan 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
$25,751 (2024-07) · $42,873 (2023-07)
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 Jul 31, 2025 | 228 | $7.6M | $10.0M | 75.5% | $7.4M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 240 | $7.5M | $10.6M | 70.8% | $7.7M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 382 | $13.1M | $16.4M | 80.0% | $7.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 15 $61,847 PY2024
- Morgan Stanley codes 28 $36,593 PY2024
- First State Trust Company codes 21 50 $7,818 PY2024
- October Three Consulting LLC codes 11 PY2024
- October Three Consulting LLC codes 11 $68,508 PY2023
- Morgan Stanley codes 28 $24,033 PY2023
- First State Trust Company codes 21 50 $5,530 PY2023
- October Three Consulting LLC codes 11 PY2023
- October Three Consulting LLC codes 11 $47,628 PY2022
- Morgan Stanley codes 28 $40,219 PY2022
- First State Trust Company codes 21 50 $10,547 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
3 events
- Aug 1, 2024Funded status changedSloan Valve Company Factory Employees' Amended Pension Plan funded ratio 70.8% -> 75.5% (2023-08-01 to 2024-08-01)
- Aug 1, 2023Funded status changedSloan Valve Company Factory Employees' Amended Pension Plan funded ratio 80.0% -> 70.8% (2022-08-01 to 2023-08-01)
- Aug 1, 2023Assets changedSloan Valve Company Factory Employees' Amended Pension Plan plan assets $13M -> $7M (-43.0%, 2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361787480-001
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.