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

Stahl (USA), Inc. Pension Plan

Corporate pensionPeabody, MA

Assets

$12.1M

Total assets, Dec 31, 2024 reported

Funded

109.1%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Stahl (USA), Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Insurance company general account 7.1%
Pooled separate accounts 92.9%

Consultants and advisers

1 firms

Empower 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

Prudential Retirement & Annuity Ins36 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Global Portfolio Strategies, Inc.plan years 2022

Commitments

36 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mid Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$114,030 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mid Cap Growth/artisan Partnerseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$143,643 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Large Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Public equity	$333,090 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Large Cp Growth II Fd(ab)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$354,133 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Intl Blend/aqrseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$553,989 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$464,735 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Core Bond / Pgim Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$196,737 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SCV I Fd (mgd by Bnym Newton)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$173,093 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mid Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$132,842 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mid Cap Growth/artisan Partnerseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$127,593 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Large Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Public equity	$384,216 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Large Cp Growth II Fd(ab)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$391,860 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Intl Blend/aqrseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$625,691 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$513,088 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Core Bond / Pgim Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$194,577 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SCV I Fd (mgd by Bnym Newton)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$193,252 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	PRU Long Corporate Bondseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Private Placement Sa-30separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mid Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$132,344 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mid Cap Growth/artisan Partnerseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$120,390 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cap Value/wellingtonseparate account	Prudential Retirement & Annuity Ins	Public equity	$410,188 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Large Cp Growth II Fd(ab)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$383,429 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Intl Blend/aqrseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$714,760 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Dryden S&p 500 Indexseparate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$521,766 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Core Bond / Pgim Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long Duration Bond/ir&m Fundseparate account	Prudential Retirement & Annuity Ins	Fixed income	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Small Cap Growth/timessquareseparate account	Prudential Retirement & Annuity Ins	Public equity	$191,691 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SCV I Fd (mgd by Bnym Newton)separate account	Prudential Retirement & Annuity Ins	Pooled vehicles	$193,816 held	Disclosed holding	askebsa.dol.gov

Size and funding

31 readings

Total assets

$12.1M Dec 31, 2024 reported Form 5500

$12.9M (2023-12) · $12.8M (2022-12)

Plan assets

$12.9M Jan 1, 2024 reported Form 5500

$12.8M (2023-01) · $17.0M (2022-01)

Net assets

$12.1M Dec 31, 2024 reported Form 5500

$12.9M (2023-12) · $12.8M (2022-12)

Funded ratio

109.1% Jan 1, 2024 reported Form 5500

106.8% (2023-01) · 125.2% (2022-01)

Funding target

$12.3M Jan 1, 2024 reported Form 5500

$12.8M (2023-01) · $13.0M (2022-01)

Discount rate

5.01% Jan 1, 2024 reported Form 5500

5.14% (2023-01) · 5.31% (2022-01)

Participants

118 Jan 1, 2024 reported Form 5500

120 (2023-01) · 122 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$1.1M Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $1.0M (2022-12)

Net investment income

$-867,404 Dec 31, 2024 reported Form 5500

$90,761 (2023-12) · $-4.2M (2022-12)

Investment management fees

$26,526 Dec 31, 2024 reported Form 5500

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	118	$12.9M	$12.3M	109.1%	$12.1M	n/a	n/a	n/a
2023 to Dec 31, 2023	120	$12.8M	$12.8M	106.8%	$12.9M	n/a	n/a	n/a
2022 to Dec 31, 2022	122	$17.0M	$13.0M	125.2%	$12.8M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Empower Annuity Insurance Company codes 13 $30,700 PY2024
Empower Capial Management, LLC codes 13 $16,758 PY2024
Private Placement Sa-30 Sched. D P $1.3M PY2024
MID Cap Value/wellington Sched. D P $114,030 PY2024
MID Cap Growth/artisan Partner Sched. D P $143,643 PY2024
Large Cap Value/wellington Sched. D P $333,090 PY2024
Large Cp Growth II Fd(ab) Sched. D P $354,133 PY2024
PRU Long Corporate Bond Sched. D P $2.4M PY2024
Long Duration Bond/ir&m Fund Sched. D P $2.4M PY2024
Small Cap Growth/timessquare Sched. D P $196,737 PY2024
SCV I Fd (mgd by Bnym Newton) Sched. D P $173,093 PY2024
International Blend/aqr Sched. D P $553,989 PY2024
Dryden S&p 500 Index Sched. D P $464,735 PY2024
Core Bond / Pgim Fund Sched. D P $2.7M PY2024
Empower codes 11 PY2024
Prudential Retirement Ins & Annuity codes 13 $33,800 PY2023
Empower Capial Management, LLC codes 13 $6,415 PY2023
Long Duration Bond/ir&m Fund Sched. D P $2.6M PY2023
PRU Long Corporate Bond Sched. D P $2.7M PY2023
Private Placement Sa-30 Sched. D P $1.4M PY2023
Mid Cap Value/wellington Sched. D P $132,842 PY2023
Mid Cap Growth/artisan Partner Sched. D P $127,593 PY2023
Large Cap Value/wellington Sched. D P $384,216 PY2023
Large Cp Growth II Fd(ab) Sched. D P $391,860 PY2023
International Blend/aqr Sched. D P $625,691 PY2023
Dryden S&p 500 Index Sched. D P $513,088 PY2023
Core Bond / Pgim Fund Sched. D P $2.8M PY2023
Small Cap Growth/timessquare Sched. D P $194,577 PY2023
SCV I Fd (mgd by Bnym Newton) Sched. D P $193,252 PY2023
Empower codes 11 PY2023
Prudential Retirement Ins & Annuity codes 13 $28,026 PY2022
Global Portfolio Strategies, Inc. codes 28 $8,517 PY2022
Mid Cap Value/wellington Sched. D P $132,344 PY2022
Mid Cap Growth/artisan Partner Sched. D P $120,390 PY2022
Large Cap Value/wellington Sched. D P $410,188 PY2022
Large Cp Growth II Fd(ab) Sched. D P $383,429 PY2022
International Blend/aqr Sched. D P $714,760 PY2022
Dryden S&p 500 Index Sched. D P $521,766 PY2022
Core Bond / Pgim Fund Sched. D P $2.7M PY2022
Long Duration Bond/ir&m Fund Sched. D P $2.5M PY2022
Small Cap Growth/timessquare Sched. D P $191,691 PY2022
PRU Long Corporate Bond Sched. D P $2.6M PY2022
Private Placement Sa-30 Sched. D P $1.4M PY2022
SCV I Fd (mgd by Bnym Newton) Sched. D P $193,816 PY2022
Empower codes 11 PY2022

What changed

4 events

Jan 1, 2024Funded status changed
Stahl (USA), Inc. Pension Plan funded ratio 106.8% -> 109.1% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
Global Portfolio Strategies, Inc. no longer appears on Stahl (USA), Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Global Portfolio Strategies, Inc.askebsa.dol.gov
Jan 1, 2023Funded status changed
Stahl (USA), Inc. Pension Plan funded ratio 125.2% -> 106.8% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Stahl (USA), Inc. Pension Plan plan assets $17M -> $13M (-24.7%, 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 043584961-002

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.