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
Woods Services, Inc. Pension Plan
Corporate pensionLanghorne, PA
Assets
n/a
Total assets, Jun 30, 2025 reported
Funded
106.2%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2024
Commitments
0
none on the tape
Plan sponsor: Woods Services, Inc.
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 15.1%
- U.S. Government securities 83.4%
- Other investments 0.8%
- Partnership/joint venture interests 0.4%
Consultants and advisers
2 firms
- US Bank Directed trusteethrough Jun 30, 2023 Form 5500
- Korn Ferry Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- PFM Asset Management LLCplan years 2023
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
23 readings
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 Jun 30, 2025 | 1,201 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,281 | $117M | $109M | 106.2% | $113M | $458,139 | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,491 | $131M | $117M | 110.4% | $117M | $680,815 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U.S. Bank National Association codes 25 50 56 62 63 99 $32,226 PY2024
- U.S. Bank National Association codes 25 50 56 62 63 99 $22,532 PY2023
- Korn Ferry, Inc. codes 11 PY2023
- PFM Asset Management LLC codes 12 28 50 $202,995 PY2022
- U.S. Bank National Association codes 25 50 56 62 63 99 $36,584 PY2022
- Korn Ferry, Inc. codes 11 PY2022
What changed
4 events
- Jun 30, 2025Assets changedWoods Services, Inc. Pension Plan total assets $113M -> $0 (-100.0%, 2024-06-30 to 2025-06-30)
- Dec 31, 2023Manager relationship endedinferencePFM Asset Management LLC no longer appears on Woods Services, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with PFM Asset Management LLCaskebsa.dol.gov
- Jul 1, 2023Funded status changedWoods Services, Inc. Pension Plan funded ratio 110.4% -> 106.2% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedWoods Services, Inc. Pension Plan plan assets $131M -> $117M (-10.1%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231322002-001
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.