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
City National Bank Defined Benefit Pension Plan
Corporate pensionBeckley, WV
Assets
$13.2M
Total assets, Oct 31, 2025 reported
Funded
114.2%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: City National Bank
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Corporate debt instruments (other) 26.7%
- Other investments 0.1%
- Common stock 72.4%
Consultants and advisers
2 firms
- City National Bank Investment adviser (plan)through Oct 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
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 Oct 31, 2025 | 229 | $12.9M | $10.2M | 114.2% | $13.2M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 234 | $11.3M | $11.1M | 109.3% | $12.9M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 239 | $11.5M | $11.3M | 111.5% | $11.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- City National Bank codes 27 $58,657 PY2024
- USI Consulting Group codes 11 $15,775 PY2024
- Gray, Griffith & Mays, A.C. codes 29 $8,400 PY2024
- USI Consulting Group codes 11 PY2024
- City National Bank codes 27 $58,215 PY2023
- USI Consulting Group codes 11 $17,150 PY2023
- Gray, Griffith & Mays, A.C. codes 29 $6,200 PY2023
- USI Consulting Group codes 11 PY2023
- City National Bank codes 27 $54,460 PY2022
- USI Consulting Group codes 11 $16,903 PY2022
- Gray, Griffith & Mays, A.C. codes 29 $7,800 PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Nov 1, 2024Funded status changedCity National Bank Defined Benefit Pension Plan funded ratio 109.3% -> 114.2% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedCity National Bank Defined Benefit Pension Plan plan assets $11M -> $13M (+15.0%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedCity National Bank Defined Benefit Pension Plan total assets $11M -> $13M (+15.0%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedCity National Bank Defined Benefit Pension Plan funded ratio 111.5% -> 109.3% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550631939-001
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.