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

American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan

Corporate pensionCanonsburg, PA
Assets
$8.1M
Total assets, Dec 31, 2024 reported
Funded
102.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
23
none on the tape
Plan sponsor: American Chrome & Chemicals, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 61.5%
  • Pooled separate accounts 38.5%
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
23 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$155,047 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$205,114 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024DB Growth Portfoliocollective trustGreat Gray Trust CompanyPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$173,685 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$624,724 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$440,053 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$498,791 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$573,030 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$584,128 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$868,006 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$17,409 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$592,491 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$429,341 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$521,882 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$569,379 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$615,553 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$819,207 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$8.1M Dec 31, 2024 reported Form 5500
$8.3M (2023-12) · $8.2M (2022-12)
Plan assets
$8.3M Jan 1, 2024 reported Form 5500
$8.2M (2023-01) · $10.7M (2022-01)
Net assets
$8.1M Dec 31, 2024 reported Form 5500
$8.3M (2023-12) · $8.2M (2022-12)
Funded ratio
102.8% Jan 1, 2024 reported Form 5500
102.1% (2023-01) · 116.7% (2022-01)
Funding target
$8.6M Jan 1, 2024 reported Form 5500
$8.8M (2023-01) · $8.9M (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.33% (2022-01)
Participants
133 Jan 1, 2024 reported Form 5500
135 (2023-01) · 133 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$633,529 Dec 31, 2024 reported Form 5500
$634,629 (2023-12) · $647,957 (2022-12)
Net investment income
$-217,238 Dec 31, 2024 reported Form 5500
$174,522 (2023-12) · $-2.6M (2022-12)
Investment management fees
$33,551 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024133$8.3M$8.6M102.8%$8.1Mn/an/an/a
2023 to Dec 31, 2023135$8.2M$8.8M102.1%$8.3Mn/an/an/a
2022 to Dec 31, 2022133$10.7M$8.9M116.7%$8.2Mn/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 $34,397 PY2024
  • Capfinancial Partners codes 27 50 99 $33,551 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P 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 Largecap Growth I Sa-Z Sched. D P PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $155,047 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.5M PY2024
  • DB Growth Portfolio Inst Fund Sched. D C $5.0M PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $1.3M PY2024
  • Prin Equity Income Sa-Z Sched. D P PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $205,114 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $126,307 PY2023
  • Prin Smcap S&p 600 Index Sa-I4 Sched. D P $440,053 PY2023
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $173,685 PY2023
  • Prin Lgcap S&p 500 Index Sa-I4 Sched. D P $624,724 PY2023
  • Prin Midcap S&p 400 Idx Sa-I4 Sched. D P $498,791 PY2023
  • Prin Largecap Growth I Sa-I2 Sched. D P $573,030 PY2023
  • Prin Ldi Long Duration Sa-I3 Sched. D P $1.1M PY2023
  • Prin Equity Income Sa-I3 Sched. D P $584,128 PY2023
  • Prin Ldi Short Dur Sep Acct-I3 Sched. D P $868,006 PY2023
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $2.8M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $54,389 PY2022
  • Prin Lgcap S&p 500 Index Sa-I4 Sched. D P $592,491 PY2022
  • Prin Smcap S&p 600 Index Sa-I4 Sched. D P $429,341 PY2022
  • Prin Ldi Short Dur Sep Acct-I3 Sched. D P $819,207 PY2022
  • Prin Liquid Assets Sep Acct-I3 Sched. D P $17,409 PY2022
  • Prin Ldi Intrm Dur Sep Acct-I3 Sched. D P $2.7M PY2022
  • Prin Midcap S&p 400 Idx Sa-I4 Sched. D P $521,882 PY2022
  • Prin Largecap Growth I Sa-I2 Sched. D P $569,379 PY2022
  • Prin Ldi Long Duration Sa-I3 Sched. D P $1.2M PY2022
  • Prin Equity Income Sa-I3 Sched. D P $615,553 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
9 events
  • Dec 31, 2024Holding endedinference
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan no longer reports Prin Equity Income Sa-Z (Principal) (last held $584,128 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $573,030 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $624,724 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $440,053 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan first reports an interest in DB Growth Portfolio: $5M at 2024-12-31
    with DB Growth Portfolioaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $498,791 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Capfinancial Partners appears on American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Capfinancial Partners, LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan funded ratio 116.7% -> 102.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    American Chrome & Chemicals, Inc. Corpus Christi Plant Pension Plan plan assets $11M -> $8M (-23.8%, 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 421557978-004
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.