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 the Employees of Littlestown Foundry, Inc.

Corporate pensionLittlestown, PA

Assets

$6.7M

Total assets, Dec 31, 2024 reported

Funded

105.8%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Littlestown Foundry, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Insurance company general account 22.6%
Pooled separate accounts 67.9%
Common stock 9.5%

Consultants and advisers

2 firms

Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
Principal Financial Group 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

Principal51 rows, latest Dec 31, 2024

Commitments

51 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Principal Smallcap Sep Acct-R6separate account	Principal	Pooled vehicles	$123,846 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$148,336 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$39,339 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Intl Smallcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$44,099 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Growth Sep Acct-Zseparate account	Principal	Pooled vehicles	$87,773 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$746,173 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Core Plus Bond Sep Acct-Zseparate account	Principal	Fixed income	$469,303 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$50,371 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$545,785 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Growth III Sa-Zseparate account	Principal	Pooled vehicles	$165,309 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$153,751 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$280,073 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Largecap Value III Sa-R6separate account	Principal	Pooled vehicles	$196,876 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$574,237 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal Div Real Asset Sa-Zseparate account	Principal	Real assets	$402,291 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Short-Term Income Sa-Zseparate account	Principal	Cash	$289,793 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Blue Chip Sa-Zseparate account	Principal	Pooled vehicles	$200,068 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal Smallcap Sep Acct-R6separate account	Principal	Pooled vehicles	$116,489 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$123,690 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$37,241 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Intl Smallcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$43,860 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Growth Sep Acct-Zseparate account	Principal	Pooled vehicles	$71,763 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$763,403 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Core Plus Bond Sep Acct-Zseparate account	Principal	Fixed income	$467,128 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$48,100 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$334,865 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Growth III Sa-Zseparate account	Principal	Pooled vehicles	$154,176 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$135,222 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$189,257 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Largecap Value III Sa-R6separate account	Principal	Pooled vehicles	$172,216 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$611,613 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal Div Real Asset Sa-Zseparate account	Principal	Real assets	$390,681 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Short-Term Income Sa-Zseparate account	Principal	Cash	$276,047 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Blue Chip Sa-Zseparate account	Principal	Pooled vehicles	$129,572 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal Smallcap Sep Acct-R6separate account	Principal	Pooled vehicles	$101,515 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Midcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$98,371 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Glbl Emerg Markets Sa-Zseparate account	Principal	Pooled vehicles	$33,111 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Intl Smallcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$38,872 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Midcap Growth Sep Acct-Zseparate account	Principal	Pooled vehicles	$48,918 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$858,154 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Core Plus Bond Sep Acct-Zseparate account	Principal	Fixed income	$444,119 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$40,845 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$266,001 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Midcap Growth III Sa-Zseparate account	Principal	Pooled vehicles	$113,974 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$116,103 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$122,004 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Largecap Value III Sa-R6separate account	Principal	Pooled vehicles	$156,854 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$581,215 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal Div Real Asset Sa-Zseparate account	Principal	Real assets	$378,807 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Short-Term Income Sa-Zseparate account	Principal	Cash	$271,624 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Blue Chip Sa-Zseparate account	Principal	Pooled vehicles	$79,414 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$6.7M Dec 31, 2024 reported Form 5500

$6.4M (2023-12) · $6.4M (2022-12)

Plan assets

$6.4M Jan 1, 2024 reported Form 5500

$6.4M (2023-01) · $7.3M (2022-01)

Net assets

$6.7M Dec 31, 2024 reported Form 5500

$6.4M (2023-12) · $6.4M (2022-12)

Funded ratio

105.8% Jan 1, 2024 reported Form 5500

108.8% (2023-01) · 129.9% (2022-01)

Funding target

$5.0M Jan 1, 2024 reported Form 5500

$4.9M (2023-01) · $4.7M (2022-01)

Discount rate

5.15% Jan 1, 2024 reported Form 5500

5.29% (2023-01) · 5.46% (2022-01)

Participants

133 Jan 1, 2024 reported Form 5500

138 (2023-01) · 140 (2022-01)

Contributions

$250,000 Dec 31, 2024 reported Form 5500

$100,000 (2023-12) · $130,000 (2022-12)

Benefits paid

$327,854 Dec 31, 2024 reported Form 5500

$423,568 (2023-12) · $220,340 (2022-12)

Net investment income

$270,829 Dec 31, 2024 reported Form 5500

$-13,242 (2023-12) · $-909,656 (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	133	$6.4M	$5.0M	105.8%	$6.7M	n/a	n/a	n/a
2023 to Dec 31, 2023	138	$6.4M	$4.9M	108.8%	$6.4M	n/a	n/a	n/a
2022 to Dec 31, 2022	140	$7.3M	$4.7M	129.9%	$6.4M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Life Insurance Company codes 13 50 64 $31,859 PY2024
Wilshire Advisors LLC codes 27 72 PY2024
Principal Smallcap Sep Acct-R6 Sched. D P $123,846 PY2024
Prin Midcap Sep Acct-R6 Sched. D P $148,336 PY2024
Prin Glbl Emerg Markets Sa-R6 Sched. D P $39,339 PY2024
Prin Intl Smallcap Sep Acct-R6 Sched. D P $44,099 PY2024
Prin Midcap Growth Sep Acct-R6 Sched. D P $87,773 PY2024
Prin U.S. Property Sep Acct-R6 Sched. D P $746,173 PY2024
Prin Core Plus Bd Sep Acct-R6 Sched. D P $469,303 PY2024
Prin Diversified Intl Sa-R6 Sched. D P $50,371 PY2024
Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $545,785 PY2024
Prin Midcap Growth III Sa-R6 Sched. D P $165,309 PY2024
Prin Smallcap Growth I Sa-R6 Sched. D P $153,751 PY2024
Prin Largecap Growth I Sa-R6 Sched. D P $280,073 PY2024
Prin Largecap Value III Sa-R6 Sched. D P $196,876 PY2024
Prin Ldi Long Duration Sa-R6 Sched. D P $574,237 PY2024
Principal Div Real Asset Sa-R6 Sched. D P $402,291 PY2024
Prin Short-Term Income Sa-R6 Sched. D P $289,793 PY2024
Prin Blue Chip Sa-R6 Sched. D P $200,068 PY2024
Principal Financial Group codes 11 PY2024
Principal Life Insurance Company codes 13 50 64 $54,099 PY2023
Wilshire Advisors LLC codes 27 72 PY2023
Principal Smallcap Sep Acct-R6 Sched. D P $116,489 PY2023
Prin Midcap Sep Acct-R6 Sched. D P $123,690 PY2023
Prin Glbl Emerg Markets Sa-R6 Sched. D P $37,241 PY2023
Prin Intl Smallcap Sep Acct-R6 Sched. D P $43,860 PY2023
Prin Midcap Growth Sep Acct-R6 Sched. D P $71,763 PY2023
Prin U.S. Property Sep Acct-R6 Sched. D P $763,403 PY2023
Prin Core Plus Bd Sep Acct-R6 Sched. D P $467,128 PY2023
Prin Diversified Intl Sa-R6 Sched. D P $48,100 PY2023
Prin Midcap Growth III Sa-R6 Sched. D P $154,176 PY2023
Prin Smallcap Growth I Sa-R6 Sched. D P $135,222 PY2023
Prin Largecap Growth I Sa-R6 Sched. D P $189,257 PY2023
Prin Largecap Value III Sa-R6 Sched. D P $172,216 PY2023
Prin Ldi Long Duration Sa-R6 Sched. D P $611,613 PY2023
Principal Div Real Asset Sa-R6 Sched. D P $390,681 PY2023
Prin Short-Term Income Sa-R6 Sched. D P $276,047 PY2023
Prin Blue Chip Sa-R6 Sched. D P $129,572 PY2023
Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $334,865 PY2023
Principal Financial Group codes 11 PY2023
Principal Life Insurance Company codes 13 50 64 $18,419 PY2022
Wilshire Advisors LLC codes 27 72 PY2022
Prin Midcap Sep Acct-R6 Sched. D P $98,371 PY2022
Prin Glbl Emerg Markets Sa-R6 Sched. D P $33,111 PY2022
Prin Intl Smallcap Sep Acct-R6 Sched. D P $38,872 PY2022
Prin Midcap Growth Sep Acct-R6 Sched. D P $48,918 PY2022
Prin U.S. Property Sep Acct-R6 Sched. D P $858,154 PY2022
Prin Core Plus Bd Sep Acct-R6 Sched. D P $444,119 PY2022
Prin Diversified Intl Sa-R6 Sched. D P $40,845 PY2022
Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $266,001 PY2022
Prin Midcap Growth III Sa-R6 Sched. D P $113,974 PY2022
Prin Smallcap Growth I Sa-R6 Sched. D P $116,103 PY2022
Prin Largecap Growth I Sa-R6 Sched. D P $122,004 PY2022
Prin Largecap Value III Sa-R6 Sched. D P $156,854 PY2022
Prin Ldi Long Duration Sa-R6 Sched. D P $581,215 PY2022
Principal Div Real Asset Sa-R6 Sched. D P $378,807 PY2022
Prin Short-Term Income Sa-R6 Sched. D P $271,624 PY2022
Prin Blue Chip Sa-R6 Sched. D P $79,414 PY2022
Principal Smallcap Sep Acct-R6 Sched. D P $101,515 PY2022
Principal Financial Group codes 11 PY2022

What changed

3 events

Jan 1, 2024Funded status changed
Retirement Plan for the Employees of Littlestown Foundry, Inc. funded ratio 108.8% -> 105.8% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Retirement Plan for the Employees of Littlestown Foundry, Inc. funded ratio 129.9% -> 108.8% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Retirement Plan for the Employees of Littlestown Foundry, Inc. plan assets $7M -> $6M (-12.5%, 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 230814690-002

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.