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
ALM Media, LLC Pension Plan
Corporate pensionNEW York, NY
Assets
$9.1M
Total assets, Dec 31, 2024 reported
Funded
97.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: ALM Media, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 75.5%
- Registered investment companies 24.4%
Consultants and advisers
2 firms
- UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial 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
- Principal12 rows, latest Dec 31, 2024
Commitments
12 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 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $963,908 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $727,266 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $807,799 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $720,772 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$30,000 (2023-12) · $69,913 (2022-12)
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 | 286 | $9.5M | $10.6M | 97.1% | $9.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 293 | $9.3M | $10.5M | 95.9% | $9.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 305 | $12.4M | $10.2M | 114.3% | $9.3M | 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 $64,233 PY2024
- UBS Financial Services codes 27 50 $30,000 PY2024
- Bdg-Cpas codes 10 50 $18,300 PY2024
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $963,908 PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $1.9M PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.3M PY2024
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $727,266 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $47,656 PY2023
- UBS Financial Services codes 27 50 $30,000 PY2023
- BDG Cpa's codes 10 50 $17,700 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $1.9M PY2023
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $1.6M PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.2M PY2023
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $807,799 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $64,415 PY2022
- UBS Financial Services Inc codes 27 50 $52,500 PY2022
- Great-West Trust Co LLC codes 13 50 $35,563 PY2022
- Bdg-Cpas codes 10 50 $17,200 PY2022
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $720,772 PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $1.7M PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $2.7M PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $2.1M PY2022
- Principal Financial Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedALM Media, LLC Pension Plan funded ratio 114.2% -> 95.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedALM Media, LLC Pension Plan plan assets $12M -> $9M (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133273851-003
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.