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

MCA Pension Plan - Methacrylates Division

Corporate pensionMemphis, TN
Assets
$91.5M
Total assets, Dec 31, 2024 reported
Funded
98.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: Mitsubishi Chemical America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 53.8%
  • Pooled separate accounts 11.9%
  • Registered investment companies 34.4%
Consultants and advisers
1 firms
  • Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Capital Group Europacific Growthseparate accountCapital Guardian Trust CompanyPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Winslow Cap US Lg Cap Grseparate accountPrudential Retirement & Annuity InsPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PRU U.S. Long Duration Corp Bdcollective trustPrudential Trust Co.Fixed income$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential Core Plus Bond Fundcollective trustPrudential Trust Co.Fixed income$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Carilloneagle Mcg Fdrsseparate accountAlta TrustPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$975,129 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PRU U.S. Long Duration Corp Bdcollective trustPrudential Trust Co.Fixed income$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Ret Insur and Annuity Coseparate accountPrudential Retirement & Annuity InsPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PRU U.S. Long Duration Corp Bdcollective trustPrudential Trust Co.Fixed income$13.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$91.5M Dec 31, 2024 reported Form 5500
$96.0M (2023-12) · $101M (2022-12)
Plan assets
$96.0M Jan 1, 2024 reported Form 5500
$101M (2023-01) · $132M (2022-01)
Net assets
$91.5M Dec 31, 2024 reported Form 5500
$96.0M (2023-12) · $101M (2022-12)
Funded ratio
98.3% Jan 1, 2024 reported Form 5500
96.0% (2023-01) · 111.1% (2022-01)
Funding target
$102M Jan 1, 2024 reported Form 5500
$113M (2023-01) · $114M (2022-01)
Discount rate
5.04% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.33% (2022-01)
Participants
547 Jan 1, 2024 reported Form 5500
784 (2023-01) · 795 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$68,157 (2023-12) · $0 (2022-12)
Benefits paid
$8.1M Dec 31, 2024 reported Form 5500
$15.8M (2023-12) · $8.9M (2022-12)
Net investment income
$-4.5M Dec 31, 2024 reported Form 5500
$-4.5M (2023-12) · $-31.3M (2022-12)
Investment management fees
$309,839 Dec 31, 2024 reported Form 5500
$121,066 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024547$96.0M$102M98.3%$91.5Mn/an/an/a
2023 to Dec 31, 2023784$101M$113M96.0%$96.0Mn/an/an/a
2022 to Dec 31, 2022795$132M$114M111.1%$101Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Prudential Trust Co codes 28 $64,068 PY2024
  • Prudential Short-Term Sched. D P $2.4M PY2024
  • Capgp Europacgr Sched. D P $3.6M PY2024
  • Winslow Cap US Lg Cap Gr Sched. D P $4.8M PY2024
  • Carilloneagle Mcg Fdrs Sched. D P PY2024
  • Small Cap Value / Kennedy Capit Sched. D P PY2024
  • PRU U.S. Long Duration Corp Bd Sched. D C $22.3M PY2024
  • PRU Cr Pl Bond Cit Sched. D C $26.9M PY2024
  • Empower codes 11 PY2024
  • Sageview Advisory 330818667 codes 28 $53,000 PY2023
  • Prudential Trust Co codes 28 $38,916 PY2023
  • Cbiz CPAS P.C. codes 10 $29,150 PY2023
  • Prudential Short-Term Sched. D P $4.2M PY2023
  • Small Cap Value / Kennedy Capit Sched. D P $975,129 PY2023
  • PRU U.S. Long Duration Corp Bd Sched. D C $20.1M PY2023
  • Carilloneagle Mcg Fdrs Sched. D P $1.9M PY2023
  • Empower codes 11 PY2023
  • Sageview Advisory 330818667 codes 28 $53,000 PY2022
  • Small Cap Value / Kennedy Capit Sched. D P $1.9M PY2022
  • Small Cap Growth/timessquare Sched. D P PY2022
  • Prudential Short-Term Sched. D P $3.7M PY2022
  • Wilmington Trst Frnkln Grth Sched. D C PY2022
  • Carilloneagle Mcg Fdrs Sched. D P $2.0M PY2022
  • PRU U.S. Long Duration Corp Bd Sched. D C $13.3M PY2022
  • Empower codes 11 PY2022
What changed
12 events
  • Dec 31, 2024Holding started
    MCA Pension Plan - Methacrylates Division first reports an interest in Capital Group Europacific Growth (Capital Guardian Trust Company): $4M at 2024-12-31
    with Capital Guardian Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    MCA Pension Plan - Methacrylates Division first reports an interest in Prudential Core Plus Bond Fund (Prudential Trust Co.): $27M at 2024-12-31
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    MCA Pension Plan - Methacrylates Division no longer reports Carilloneagle Mcg Fdrs (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Carilloneagle Mcg Fdrsaskebsa.dol.gov
  • Dec 31, 2024Holding started
    MCA Pension Plan - Methacrylates Division first reports an interest in Winslow Cap US Lg Cap Gr (Prudential Retirement & Annuity Ins): $5M at 2024-12-31
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    MCA Pension Plan - Methacrylates Division no longer reports Prudential Short-Term (Prudential Retirement & Annuity Ins) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Sageview Advisory 330818667 no longer appears on MCA Pension Plan - Methacrylates Division's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    MCA Pension Plan - Methacrylates Division funded ratio 96.0% -> 98.3% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Holding started
    MCA Pension Plan - Methacrylates Division first reports an interest in Carilloneagle Mcg Fdrs: $2M at 2023-12-31
    with Carilloneagle Mcg Fdrsaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    MCA Pension Plan - Methacrylates Division no longer reports Prudential Ret Insur and Annuity Co (Prudential Retirement & Annuity Ins) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Prudential Trust Co appears on MCA Pension Plan - Methacrylates Division's Schedule C as investment manager (plan year 2023 vs 2022)
    with Prudential Trust Co.askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    MCA Pension Plan - Methacrylates Division funded ratio 111.1% -> 96.0% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    MCA Pension Plan - Methacrylates Division plan assets $132M -> $101M (-23.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 522196843-004
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.