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
Ward Manufacturing, LLC Pension Plan
Corporate pensionPortsmouth, NH
Assets
$5.5M
Total assets, Sep 30, 2025 reported
Funded
97.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Ward Manufacturing, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.7%
Consultants and advisers
5 firms
- BCG Pension Risk Consultants Inc Pension consultantthrough Sep 30, 2025 Form 5500
- HUB International Great Plains Pension consultantthrough Sep 30, 2025 Form 5500
- Mercer Human Resources Consulting Actuarythrough Sep 30, 2025 Form 5500
- Citizens & Northern Bank Trusteethrough Sep 30, 2023 Form 5500
- Mercer Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
29 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 Sep 30, 2025 | 562 | $13.9M | $8.0M | 97.0% | $5.5M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 589 | $13.6M | $8.5M | 96.3% | $13.9M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 598 | $13.5M | $8.4M | 97.5% | $13.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Human Resources Consulting codes 11 17 50 $181,277 PY2024
- HUB International Great Plains codes 17 50 $174,000 PY2024
- BCG Pension Risk Consultants codes 17 50 $166,000 PY2024
- Morgan Lewis & Bockius LLP codes 29 50 $87,056 PY2024
- Citizens & Northern Bank codes 15 21 28 $82,966 PY2024
- Baker Tilly US, LLP codes 10 50 $18,900 PY2024
- Mercer codes 11 PY2024
- Citizens & Northern Bank codes 15 21 28 51 $46,723 PY2023
- Mercer codes 11 PY2023
- Citizens & Northern Bank codes 15 21 28 51 $47,413 PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Sep 30, 2025Assets changedWard Manufacturing, LLC Pension Plan total assets $14M -> $5M (-60.5%, 2024-09-30 to 2025-09-30)
- Dec 31, 2024Consultant changedinferenceMercer Human Resources Consulting appears on Ward Manufacturing, LLC Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Mercer Human Resources Consultingaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHUB International Great Plains appears on Ward Manufacturing, LLC Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with HUB International Great Plainsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBCG Pension Risk Consultants appears on Ward Manufacturing, LLC Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with BCG Pension Risk Consultants Incaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 711042639-002
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.