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

Retirement Plan for Employees of Louisiana Machinery Company, L.L.C.

Corporate pensionReserve, LA
Assets
$24.0M
Total assets, Dec 31, 2024 reported
Funded
107.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Louisiana Machinery Company, L.L.C.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.6%
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
21 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 Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$691,891 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$846,037 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$78,484 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$201,378 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$396,758 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$242,497 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$231,609 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$120,127 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$294,502 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$541,103 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$390,803 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$24.0M Dec 31, 2024 reported Form 5500
$25.3M (2023-12) · $24.3M (2022-12)
Plan assets
$25.3M Jan 1, 2024 reported Form 5500
$24.2M (2023-01) · $30.9M (2022-01)
Net assets
$24.0M Dec 31, 2024 reported Form 5500
$25.3M (2023-12) · $24.3M (2022-12)
Funded ratio
107.3% Jan 1, 2024 reported Form 5500
103.8% (2023-01) · 115.4% (2022-01)
Funding target
$25.1M Jan 1, 2024 reported Form 5500
$25.7M (2023-01) · $25.4M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
512 Jan 1, 2024 reported Form 5500
524 (2023-01) · 528 (2022-01)
Contributions
$90,000 Dec 31, 2024 reported Form 5500
$382,946 (2023-12) · $765,419 (2022-12)
Benefits paid
$1.6M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $1.6M (2022-12)
Net investment income
$-1.3M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $-6.7M (2022-12)
Investment management fees
$14,465 Dec 31, 2024 reported Form 5500
$14,992 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024512$25.3M$25.1M107.3%$24.0Mn/an/an/a
2023 to Dec 31, 2023524$24.2M$25.7M103.8%$25.3Mn/an/an/a
2022 to Dec 31, 2022528$30.9M$25.4M115.4%$24.3Mn/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 $128,908 PY2024
  • Principal Global Investors, LLC codes 27 50 $14,465 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.8M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $691,891 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $11.7M PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $9.7M PY2024
  • Principal Overseas Sep Acct-Z Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $135,745 PY2023
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $9.6M PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $396,758 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $10.4M PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $242,497 PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $846,037 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.2M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $78,484 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $201,378 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $123,168 PY2022
  • Principal Global Investors, LLC codes 27 50 $14,992 PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $1.1M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.7M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $120,127 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $294,502 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $8.4M PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $231,609 PY2022
  • Principal U.S. Property Sa-Z Sched. D P PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $390,803 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $7.6M PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $541,103 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
10 events
  • Dec 31, 2024Holding endedinference
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $201,378 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $396,758 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $242,497 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $78,484 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors, LLC appears on Retirement Plan for Employees of Louisiana Machinery Company, L.L.C.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. funded ratio 103.8% -> 107.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $231,609 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Principal Global Investors, LLC no longer appears on Retirement Plan for Employees of Louisiana Machinery Company, L.L.C.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. funded ratio 115.4% -> 103.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. plan assets $31M -> $24M (-21.6%, 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 720540373-001
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.