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
RPM International Inc. Retirement Plan
Corporate pensionMedina, OH
Assets
$847M
Total assets, May 31, 2025 reported
Funded
100.0%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: RPM International Inc.
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.4%
- Corporate debt instruments (other) 2.2%
- U.S. Government securities 8.9%
- Other investments 8.1%
- Registered investment companies 61.9%
- Common stock 6.1%
Consultants and advisers
4 firms
- Mercer Actuarythrough May 31, 2023 Form 5500
- Douglass Winthrop Trusteethrough May 31, 2023 Form 5500
- Bank of America Trusteethrough May 31, 2023 Form 5500
- Ancora Trusteethrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$846,128 (2024-05) · $691,979 (2023-05)
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 May 31, 2025 | 10,086 | $752M | $594M | 100.0% | $847M | $0 | n/a | n/a |
| 2023 to May 31, 2024 | 10,207 | $660M | $553M | 108.4% | $773M | $74,224 | n/a | n/a |
| 2022 to May 31, 2023 | 9,387 | $666M | $503M | 117.7% | $668M | $169,720 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $1.3M PY2024
- Douglass Winthrop codes 21 $340,326 PY2024
- Pacific Investment Mgmt Co LLC codes 20 $325,018 PY2024
- Clearstead Advisors, LLC codes 20 $200,000 PY2024
- KEY Trust codes 26 $144,765 PY2024
- Columbia Asset Management codes 21 $67,551 PY2024
- Bdo codes 10 $37,738 PY2024
- Alphagraphics Strongsville codes 22 $6,613 PY2024
- The Berwyn Group codes 49 $5,177 PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $955,893 PY2023
- Douglass Winthrop codes 21 $292,132 PY2023
- Pacific Investment Mgmt Co LLC codes 20 $260,695 PY2023
- KEY Trust codes 26 $117,780 PY2023
- Clearstead Advisors, LLC codes 20 $100,000 PY2023
- Wells Fargo Advisors codes 20 $100,000 PY2023
- Columbia Asset Management codes 21 $70,725 PY2023
- Bdo codes 10 $39,737 PY2023
- Ancora codes 21 $22,810 PY2023
- Calfee Halter & Griswold LLP codes 22 $7,328 PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $1.1M PY2022
- Douglass Winthrop codes 21 $213,502 PY2022
- Wells Fargo Advisors codes 20 $200,000 PY2022
- Pacific Investment Mgmt Co LLC codes 20 $196,558 PY2022
- Columbia Asset Management codes 21 $63,345 PY2022
- KEY Trust codes 26 $53,536 PY2022
- Bdo codes 10 $34,254 PY2022
- Ancora codes 21 $18,573 PY2022
- Calfee Halter & Griswold LLP codes 22 $9,772 PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Jun 1, 2024Funded status changedRPM International Inc. Retirement Plan funded ratio 108.4% -> 100.0% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedRPM International Inc. Retirement Plan plan assets $660M -> $752M (+13.9%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedRPM International Inc. Retirement Plan total assets $668M -> $773M (+15.7%, 2023-05-31 to 2024-05-31)
- Jun 1, 2023Funded status changedRPM International Inc. Retirement Plan funded ratio 117.7% -> 108.4% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020642224-010
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.