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.
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Corporate pension
T•• R••••••••• D•••••• B•••••• P•••
Corporate pensionHatfield, PA
Assets
n/a
Total assets, Jun 28, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
2
none on the tape
Plan sponsor: S••••••• D•••• V•••••••• L•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
1 firms
- P•••••••• G••••• I•••••••• L•• Investment adviser (plan)through 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
- P••••••••2 rows, latest Dec 31, 2022
Commitments
2 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, 2022 | P••• L•• L••• D••••••• S•••separate account | P•••••••• | Fixed income | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L•• I•••• D•• S•• A•••••separate account | P•••••••• | Pooled vehicles | $702,260 held | Disclosed holding | askebsa.dol.gov |
Size and funding
13 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jun 28, 2024 | 108 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 125 | n/a | n/a | n/a | $3.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Dietrich & Associates, Inc. codes 22 53 $59,514 PY2023
- Principal Life Insurance Company codes 13 50 64 $2,931 PY2023
- Prin Ldi Long Duration Sa-R6 Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P PY2023
- Prin Liquid Assets Sep Acct-R6 Sched. D P PY2023
- Principal Life Insurance Company codes 13 50 64 $29,916 PY2022
- Principal Global Investors, LLC codes 27 50 $5,141 PY2022
- Prin Ldi Long Duration Sa-R6 Sched. D P $3.1M PY2022
- Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $702,260 PY2022
What changed
2 events
- Jun 28, 2024Assets changedThe Rodon/k'nex Defined Benefit Plan total assets $4M -> $0 (-100.0%, 2022-12-31 to 2024-06-28)
- Dec 31, 2023Consultant changedinferencePrincipal Global Investors, LLC no longer appears on The Rodon/k'nex Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with P•••••••• G••••• I•••••••• L••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232688026-001
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.