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
Leybold USA Pension Plan
Corporate pensionExport, PA
Assets
$10.3M
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Leybold USA Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Common/collective trusts 99.6%
Consultants and advisers
3 firms
- FID Mgmt Trust Co Pension consultantthrough Dec 31, 2023 Form 5500
- Fidelity Management Trust Company Pension consultantthrough Dec 31, 2022 Form 5500
- Buck Global, LLC 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 Mgmt3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2022
Commitments
3 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 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Pension Journey 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Pension Journey 50-50 Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$43,266 (2023-12) · $93,990 (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 | 103 | $10.6M | $12.7M | 91.4% | $10.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 105 | $10.4M | $12.9M | 88.3% | $10.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 107 | $14.9M | $13.0M | 110.3% | $10.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inst Asset Mgmt Co codes 28 51 $34,383 PY2024
- Buck/conduent Consultants codes 11 50 $30,615 PY2024
- FID Mgmt Trust Co codes 17 50 $-14,532 PY2024
- Fiam Pension Journey 50/50 Com Pool Sched. D C $10.2M PY2024
- Buck Global, LLC codes 11 PY2024
- FID Mgmt Trust Co codes 17 50 $89,076 PY2023
- FID Inst Asset Mgmt Co codes 28 51 $43,266 PY2023
- Buck/conduent Consultants codes 11 50 $36,209 PY2023
- Fiam Pension Journey 50/50 Com Pool Sched. D C $10.1M PY2023
- Buck Global, LLC codes 11 PY2023
- FID Inst Asset Mgmt Co codes 28 51 $93,990 PY2022
- FID Mgmt Trust Co codes 17 50 $46,250 PY2022
- Conduent, Inc. codes 11 50 $28,632 PY2022
- Schneider Downs & Company Inc codes 10 50 $21,164 PY2022
- Fiam Pension Journey 50/50 Com Pool Sched. D C $10.2M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedLeybold USA Pension Plan funded ratio 88.3% -> 91.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLeybold USA Pension Plan funded ratio 110.3% -> 88.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLeybold USA Pension Plan plan assets $15M -> $10M (-30.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251290768-003
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.