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
Preformed Line Products Company Hourly Employees Retirement Plan
Corporate pensionMayfield Village, OH
Assets
$29.1M
Total assets, Dec 31, 2024 reported
Funded
92.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Preformed Line Products Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 65.8%
- Registered investment companies 34.2%
Consultants and advisers
2 firms
- FID Mgmt Trust Co Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2022 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
- Fidelity Institutional Asset Mgmt4 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2022
Commitments
4 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 | Fiam Pension Journey 20/80 Comm Poocollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Pension Journey 40-60 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Pension Journey 20/80 Comm Poocollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $31.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Pension Journey 40-60 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $29.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$97,132 (2023-12) · $107,847 (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 | 618 | $31.9M | $30.2M | 92.1% | $29.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 630 | $29.6M | $30.9M | 81.4% | $31.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 635 | $39.8M | $29.1M | 116.7% | $29.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Mgmt Trust Co codes 11 15 17 21 50 $120,127 PY2024
- FID Inst Asset Management Co codes 28 51 $102,553 PY2024
- Fiam Long Corporate a Or Better Com Sched. D C $14.6M PY2024
- Fiam 8-10 Year Corporate Bond Commi Sched. D C $4.5M PY2024
- Fiam Pension Journey 20/80 Comm Pl Sched. D C PY2024
- Fidelity Investments codes 11 PY2024
- FID Mgmt Trust Co codes 11 15 17 21 50 $179,525 PY2023
- FID Inst Asset Management Co codes 28 51 $97,132 PY2023
- Fiam Pension Journey 20/80 Comm Pl Sched. D C $31.9M PY2023
- Fiam Pension Journey 40/60 Comm Pl Sched. D C PY2023
- Fidelity Investments codes 11 PY2023
- FID Mgmt Trust Co codes 11 15 17 21 50 $118,016 PY2022
- FID Inst Asset Management Co codes 28 51 $107,847 PY2022
- Fiam Pension Journey 40-60 Comm Pl Sched. D C $29.6M PY2022
- Fiam Pension Journey 50-50 Comm Pl Sched. D C PY2022
- Fidelity Investments codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedPreformed Line Products Company Hourly Employees Retirement Plan funded ratio 81.4% -> 92.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPreformed Line Products Company Hourly Employees Retirement Plan first reports an interest in Fiam Pension Journey 20/80 Comm Poo (Fidelity Institutional Asset Mgmt): $32M at 2023-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jan 1, 2023Funded status changedPreformed Line Products Company Hourly Employees Retirement Plan funded ratio 116.7% -> 81.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPreformed Line Products Company Hourly Employees Retirement Plan plan assets $40M -> $30M (-25.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340676895-003
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.