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
Employees' Retirement Plan of Stihl, Incorporated
Corporate pensionVirginia Beach, VA
Assets
$155M
Total assets, Dec 31, 2024 reported
Funded
100.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Stihl, Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Common/collective trusts 69.8%
- Registered investment companies 24.9%
Consultants and advisers
3 firms
- Captrust Investment adviser (plan)through Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Legal and General3 rows, latest Dec 31, 2024
- Prudential Trust Co.3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Prudential Trust Co.plan years 2022
- Legal & General Inv Mgmt Americaplan years 2022
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 Dec 31, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $54.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $54.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $51.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $51.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $44.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $44.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$192,315 (2023-12) · $347,122 (2022-12)
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 | 3,120 | $148M | $148M | 100.3% | $155M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,765 | $130M | $135M | 92.6% | $149M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,378 | $181M | $124M | 140.3% | $123M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 $404,786 PY2024
- Lgim America codes 28 51 $153,681 PY2024
- Prudential Trust Co. codes 28 $139,350 PY2024
- Captrust codes 26 27 $53,025 PY2024
- US Bank codes 21 $26,993 PY2024
- Long Duration US Credit Cit Fund Sched. D C $54.3M PY2024
- US Long Duration Corporate Bond Dun Sched. D C $54.2M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting, Inc. codes 11 $340,343 PY2023
- Prudential Trust Co. codes 28 $126,463 PY2023
- Captrust codes 26 27 $70,000 PY2023
- Lgim America codes 28 51 $65,852 PY2023
- US Bank codes 21 $25,162 PY2023
- Long Duration US Credit Cit Fund Sched. D C $51.3M PY2023
- US Long Duration Corporate Bond Dun Sched. D C $51.5M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 $314,548 PY2022
- Prudential Trust Co. codes 28 $198,783 PY2022
- Lgim America codes 28 51 $148,339 PY2022
- Captrust codes 26 27 $70,000 PY2022
- US Bank codes 21 $25,026 PY2022
- Long Duration US Credit Cit Fund Sched. D C $44.9M PY2022
- US Long Duration Corporate Bond Dun Sched. D C $44.2M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedEmployees' Retirement Plan of Stihl, Incorporated funded ratio 92.6% -> 100.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEmployees' Retirement Plan of Stihl, Incorporated plan assets $130M -> $148M (+13.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedEmployees' Retirement Plan of Stihl, Incorporated total assets $123M -> $149M (+21.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEmployees' Retirement Plan of Stihl, Incorporated funded ratio 140.3% -> 92.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' Retirement Plan of Stihl, Incorporated plan assets $181M -> $130M (-28.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540969072-002
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.