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

Sekisui Kydex, LLC, Et Al Retirement Plan

Corporate pensionBloomsburg, PA
Assets
$39.4M
Total assets, Dec 31, 2024 reported
Funded
125.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Sekisui Kydex, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Registered investment companies 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fidelity 500 Indexseparate accountVanguardPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Massmutual Mid Cap Growth Iseparate accountMassmutualPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Massmutual Mid Cap Growth Iseparate accountMassmutualPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fidelity 500 Indexseparate accountMassmutualPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$39.4M Dec 31, 2024 reported Form 5500
$36.2M (2023-12) · $31.2M (2022-12)
Plan assets
$36.2M Jan 1, 2024 reported Form 5500
$31.1M (2023-01) · $33.3M (2022-01)
Net assets
$39.4M Dec 31, 2024 reported Form 5500
$36.2M (2023-12) · $31.2M (2022-12)
Funded ratio
125.5% Jan 1, 2024 reported Form 5500
131.3% (2023-01) · 128.7% (2022-01)
Funding target
$24.8M Jan 1, 2024 reported Form 5500
$22.5M (2023-01) · $19.9M (2022-01)
Discount rate
5.31% Jan 1, 2024 reported Form 5500
5.43% (2023-01) · 5.60% (2022-01)
Participants
628 Jan 1, 2024 reported Form 5500
605 (2023-01) · 592 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$800,000 (2023-12) · $4.2M (2022-12)
Benefits paid
$666,554 Dec 31, 2024 reported Form 5500
$539,036 (2023-12) · $470,092 (2022-12)
Net investment income
$3.2M Dec 31, 2024 reported Form 5500
$5.1M (2023-12) · $-2.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024628$36.2M$24.8M125.5%$39.4Mn/an/an/a
2023 to Dec 31, 2023605$31.1M$22.5M131.3%$36.2Mn/an/an/a
2022 to Dec 31, 2022592$33.3M$19.9M128.7%$31.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 64 $226,885 PY2024
  • Prime Capital Investment Advisors codes 27 $109,484 PY2024
  • Massmutual Mid Cap Growth I Sched. D P $1.2M PY2024
  • Massmutual Overseas I Sched. D P $3.0M PY2024
  • Massmutual Small Cap Val Eq I Sched. D P PY2024
  • Invesco Real Estate R6 Sched. D P $1.8M PY2024
  • MM S&p 500 Index I Sched. D P $4.8M PY2024
  • Massmutual Diversified Value I Sched. D P $2.5M PY2024
  • Northern Bond Index Sched. D P $4.9M PY2024
  • Massmutual Small Cap Gr Eq I Sched. D P $992,054 PY2024
  • Massmutual Infl-Prot and Inc I Sched. D P $2.0M PY2024
  • Massmutual Disciplined Value I Sched. D P PY2024
  • American Century Mid Cap Value Inv Sched. D P $1.2M PY2024
  • Massmutual Blue Chip Growth I Sched. D P $2.7M PY2024
  • American Funds New World R5 Sched. D P $1.1M PY2024
  • Massmutual Core Bond I Sched. D P $4.9M PY2024
  • Massmutual High Yield I Sched. D P $2.0M PY2024
  • Vanguard Equity-Income Adm Sched. D P $2.6M PY2024
  • Massmutual Growth Opps 1 Sched. D P $2.7M PY2024
  • Milliman, Inc. codes 11 PY2024
  • Empower Annuity Insurance Company codes 64 $204,505 PY2023
  • Prime Capital Investment Advisors codes 27 $90,225 PY2023
  • Massmutual Overseas I Sched. D P $3.0M PY2023
  • Massmutual Sched. D P $952,010 PY2023
  • Invesco Real Estate R6 Sched. D P $1.9M PY2023
  • MM S&p 500 Index I Sched. D P $4.3M PY2023
  • Massmutual Fundamental Value I Sched. D P $2.3M PY2023
  • Northern Bond Index Sched. D P $4.4M PY2023
  • Massmutual Small Cap Gr Eq I Sched. D P $950,730 PY2023
  • Massmutual Infl-Prot and Inc I Sched. D P $1.7M PY2023
  • Massmutual Disciplined Value I Sched. D P $2.3M PY2023
  • American Century Mid Cap Value Inv Sched. D P $1.1M PY2023
  • Massmutual Blue Chip Growth I Sched. D P $2.4M PY2023
  • American Funds New World R5 Sched. D P $1.1M PY2023
  • Massmutual Strategic Bond I Sched. D P $4.5M PY2023
  • Massmutual Hihj Yield I Sched. D P $1.7M PY2023
  • Massmutual Growth Opps 1 Sched. D P $2.5M PY2023
  • Massmutual Mid Cap Growth I Sched. D P $1.1M PY2023
  • Milliman, Inc. codes 11 PY2023
  • Great West Life & Annuity Ins. Co. codes 13 $197,637 PY2022
  • Massachusetts Mutual Life Ins. Co. codes 52 60 62 63 68 72 PY2022
  • Prime Capital Investment Advisors L codes 27 PY2022
  • American Century codes 52 PY2022
  • American Funds codes 52 PY2022
  • Northern Funds codes 52 PY2022
  • Invesco codes 52 PY2022
  • Pimco Funds codes 52 PY2022
  • Sia-Caa Sched. D P PY2022
  • Sia-Cdj Sched. D P PY2022
  • Sia-Ckd Sched. D P PY2022
  • Sia-Ckf Sched. D P PY2022
  • Sia-Ckl Sched. D P PY2022
  • Sia-Cmb Sched. D P PY2022
  • Sia-Cmg Sched. D P PY2022
  • Sia-Ev Sched. D P PY2022
  • Sia-Gm Sched. D P PY2022
  • Sia-Ia Sched. D P PY2022
  • Sia-Ih Sched. D P PY2022
  • Sia-Ky Sched. D P PY2022
  • Sia-Qw Sched. D P PY2022
  • Sia-Sm Sched. D P PY2022
  • Sia-Cab Sched. D P PY2022
  • Sia-Uh Sched. D P PY2022
  • Milliman, Inc. codes 11 PY2022
What changed
4 events
  • Jan 1, 2024Funded status changed
    Sekisui Kydex, LLC, Et Al Retirement Plan funded ratio 131.3% -> 125.5% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Sekisui Kydex, LLC, Et Al Retirement Plan plan assets $31M -> $36M (+16.5%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Sekisui Kydex, LLC, Et Al Retirement Plan total assets $31M -> $36M (+16.2%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Sekisui Kydex, LLC, Et Al Retirement Plan funded ratio 128.7% -> 131.3% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 270087605-002
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.