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
Furukawa Rock Drill USA Defined Benefit Plan
Corporate pensionKent, OH
Assets
$12.9M
Total assets, Aug 31, 2025 reported
Funded
100.4%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
6
none on the tape
Plan sponsor: Furukawa Rock Drill USA, Inc.
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 6.7%
- Registered investment companies 93.3%
Consultants and advisers
1 firms
- Gallagher Benefit Services, Inc. Actuarythrough Aug 31, 2023 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
- Principal6 rows, latest Aug 31, 2025
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $459,044 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $407,529 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $477,886 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $435,649 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $612,103 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $437,247 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$421,673 (2024-08) · $-830,388 (2023-08)
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 Aug 31, 2025 | 201 | $13.1M | $8.9M | 100.4% | $12.9M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 212 | $12.7M | $9.9M | 100.4% | $13.1M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 236 | $13.5M | $10.5M | 100.4% | $12.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Prin Liquid Assets Sep Acct-Z Sched. D P $459,044 PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $407,529 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $435,649 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $477,886 PY2023
- Gallagher Benefit Services, Inc. codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $800 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $612,103 PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $437,247 PY2022
- Gallagher Benefit Services, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341656244-002
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.