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 Specialty Company/watry Industries Employees' Pension Plan

Corporate pensionKingsville, MO
Assets
$77.4M
Total assets, Dec 31, 2024 reported
Funded
132.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: Stahl Specialty Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 36.9%
  • Registered investment companies 63.1%
Consultants and advisers
2 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
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$444,117 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$190,438 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$799,745 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$74,001 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$158,862 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$14.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$722,292 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$451,969 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$77.4M Dec 31, 2024 reported Form 5500
$73.3M (2023-12) · $64.6M (2022-12)
Plan assets
$73.3M Jan 1, 2024 reported Form 5500
$64.6M (2023-01) · $83.0M (2022-01)
Net assets
$77.4M Dec 31, 2024 reported Form 5500
$73.3M (2023-12) · $64.6M (2022-12)
Funded ratio
132.3% Jan 1, 2024 reported Form 5500
114.5% (2023-01) · 154.2% (2022-01)
Funding target
$55.4M Jan 1, 2024 reported Form 5500
$56.4M (2023-01) · $53.8M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.46% (2022-01)
Participants
1,058 Jan 1, 2024 reported Form 5500
1,069 (2023-01) · 1,078 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$7.2M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $2.5M (2022-12)
Net investment income
$4.2M Dec 31, 2024 reported Form 5500
$8.7M (2023-12) · $-18.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,058$73.3M$55.4M132.3%$77.4Mn/an/an/a
2023 to Dec 31, 20231,069$64.6M$56.4M114.5%$73.3Mn/an/an/a
2022 to Dec 31, 20221,078$83.0M$53.8M154.2%$64.6Mn/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 $267,948 PY2024
  • Princewaterhousecoopers codes 11 50 $135,000 PY2024
  • Ligon Industries, LLC. codes 10 50 $75,000 PY2024
  • Pearce Bevill Leesburg codes 10 50 $20,400 PY2024
  • NBC Securities Inc codes 49 99 PY2024
  • Principal U.S. Property Sa-Z Sched. D P $444,117 PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $10.6M PY2024
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $14.4M PY2024
  • Prin Midcap Value I Sa-Z Sched. D P $3.2M PY2024
  • Prin Smcap Growth I Sep Acct-Z Sched. D P PY2024
  • Prin High Income Sep Acct-Z Sched. D P PY2024
  • PWC US Consulting LLP codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $115,252 PY2023
  • Pearce, Bevill Leesburg, codes 10 50 $58,148 PY2023
  • Pricewaterhousecoopers codes 11 50 $36,000 PY2023
  • NBC Securities Inc codes 49 99 PY2023
  • Prin Liquid Assets Sep Acct-I1 Sched. D P $190,438 PY2023
  • Prin Intl Smallcap Sep Acct-I3 Sched. D P $2.3M PY2023
  • Prin U.S. Property Sep Acct-R6 Sched. D P $1.6M PY2023
  • Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $18.0M PY2023
  • Prin Midcap Value I Sa-I2 Sched. D P $6.7M PY2023
  • Prin Smallcap Growth I Sa-I2 Sched. D P $799,745 PY2023
  • Prin High Income Sep Acct-I2 Sched. D P $74,001 PY2023
  • PWC US Consulting LLP codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $127,250 PY2022
  • Pricewaterhousecoopers codes 11 50 $33,850 PY2022
  • Pearce Bevill Leesburg codes 10 50 $15,000 PY2022
  • NBC Securities Inc codes 49 99 PY2022
  • Prin Smallcap Growth I Sa-I2 Sched. D P $722,292 PY2022
  • Prin Liquid Assets Sep Acct-I1 Sched. D P $158,862 PY2022
  • Prin High Income Sep Acct-I2 Sched. D P $451,969 PY2022
  • Prin Intl Smallcap Sep Acct-I3 Sched. D P $2.1M PY2022
  • Prin U.S. Property Sep Acct-R6 Sched. D P $1.8M PY2022
  • Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $14.7M PY2022
  • Prin Midcap Value I Sa-I2 Sched. D P $6.2M PY2022
  • PWC US Consulting LLP codes 11 PY2022
What changed
8 events
  • Dec 31, 2024Holding endedinference
    Stahl Specialty Company/watry Industries Employees' Pension Plan no longer reports Prin Smcap Growth I Sep Acct-Z (Principal) (last held $799,745 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Stahl Specialty Company/watry Industries Employees' Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $74,001 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Stahl Specialty Company/watry Industries Employees' Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Stahl Specialty Company/watry Industries Employees' Pension Plan funded ratio 114.5% -> 132.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Stahl Specialty Company/watry Industries Employees' Pension Plan plan assets $65M -> $73M (+13.4%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Stahl Specialty Company/watry Industries Employees' Pension Plan total assets $65M -> $73M (+13.4%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Stahl Specialty Company/watry Industries Employees' Pension Plan funded ratio 154.2% -> 114.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Stahl Specialty Company/watry Industries Employees' Pension Plan plan assets $83M -> $65M (-22.2%, 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 440609809-002
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.