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
Messer Cutting Systems, Inc. Pension Plan
Corporate pensionMenomonee Falls, WI
Assets
$20.7M
Total assets, Dec 31, 2024 reported
Funded
102.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: Messer Cutting Systems, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
3 firms
- Fidelity Investments Actuarythrough Dec 31, 2024 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. 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
- Fidelity Institutional Asset Mgmt2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2024
Commitments
2 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 | Fiam Pension Journey 40-60 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $20.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Pension Journey 40-60 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $21.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 220 | $21.8M | $20.8M | 102.0% | $20.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 223 | $20.1M | $21.3M | 99.7% | $21.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 225 | $25.4M | $20.9M | 108.9% | $20.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops Co codes 13 14 $94,899 PY2024
- FID Inst Asset Mgmt Co codes 28 51 $44,924 PY2024
- Fiam Pension Journey 40-60 Comm Pl Sched. D C $20.7M PY2024
- Fidelity Investments codes 11 PY2024
- BMO Harris Bank, N.A. codes 19 21 25 36 50 62 63 64 $72,537 PY2023
- Fiam Pension Journey 40-60 Comm Pl Sched. D C $21.8M PY2023
- Milliman, Inc. codes 11 PY2023
- BMO Harris Bank Na codes 19 21 25 36 50 62 63 64 $87,967 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedFID Inst Asset Mgmt Co appears on Messer Cutting Systems, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jan 1, 2024Funded status changedMesser Cutting Systems, Inc. Pension Plan funded ratio 99.7% -> 102.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMesser Cutting Systems, Inc. Pension Plan funded ratio 108.9% -> 99.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMesser Cutting Systems, Inc. Pension Plan plan assets $25M -> $20M (-21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232888959-002
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.