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

Village-Local 72 Retail Clerks Ees Ret. Plan

Corporate pensionSpringfield, NJ
Assets
$2.4M
Total assets, Dec 31, 2023 reported
Funded
80.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
16
none on the tape
Plan sponsor: Village Super Market, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firms
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
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$46,873 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$605,196 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$97,361 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$802,227 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$189,255 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$26,059 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$123,970 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$500,894 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$51,212 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$641,484 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$98,075 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$830,780 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$205,313 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$29,927 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$137,581 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$478,866 heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$2.4M Dec 31, 2023 reported Form 5500
$2.5M (2022-12)
Plan assets
$2.5M Jan 1, 2023 reported Form 5500
$3.8M (2022-01)
Net assets
$2.4M Dec 31, 2023 reported Form 5500
$2.5M (2022-12)
Funded ratio
80.0% Jan 1, 2023 reported Form 5500
102.6% (2022-01)
Funding target
$2.8M Jan 1, 2023 reported Form 5500
$2.7M (2022-01)
Discount rate
5.03% Jan 1, 2023 reported Form 5500
5.53% (2022-01)
Participants
170 Jan 1, 2023 reported Form 5500
177 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$244,190 Dec 31, 2023 reported Form 5500
$254,393 (2022-12)
Net investment income
$-81,403 Dec 31, 2023 reported Form 5500
$-1.3M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023170$2.5M$2.8M80.0%$2.4Mn/an/an/a
2022 to Dec 31, 2022177$3.8M$2.7M102.6%$2.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $69,373 PY2023
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $46,873 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $605,196 PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $97,361 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $802,227 PY2023
  • Prin Intl Equity Index Sa-Z Sched. D P $189,255 PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $26,059 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $123,970 PY2023
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $500,894 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $62,312 PY2022
  • Eisneramper LLC codes 10 50 $20,727 PY2022
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $51,212 PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $641,484 PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $98,075 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $830,780 PY2022
  • Prin Intl Equity Index Sa-Z Sched. D P $205,313 PY2022
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $29,927 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $137,581 PY2022
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $478,866 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    Village-Local 72 Retail Clerks Ees Ret. Plan funded ratio 102.6% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Village-Local 72 Retail Clerks Ees Ret. Plan plan assets $4M -> $2M (-34.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221576170-003
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.