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
Pension Plan for Kapl Employees in Participating Bargaining Units
Corporate pensionWest Mifflin, PA
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
95.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Fluor Marine Propulsion, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.2%
Consultants and advisers
6 firms
- Fidelity Institutional Asset Mgmt T Pension consultantthrough Dec 31, 2024 Form 5500
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough 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
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2022
- Metlife Investment Managementplan years 2022
- Conestoga Capital Advisorsplan years 2022
- William Blair Investment Mgmt, LLCplan years 2022
- Acadian Asset Managementplan years 2022
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
Investment management fees
$273,264 (2023-12) · $177,086 (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 | 726 | $128M | $131M | 95.2% | $127M | n/a | $126M | n/a |
| 2023 to Dec 31, 2023 | 732 | $121M | $129M | 92.0% | $128M | n/a | $127M | n/a |
| 2022 to Dec 31, 2022 | 739 | $162M | $125M | 111.0% | $121M | n/a | $118M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investment LLC codes 27 28 50 51 52 $159,572 PY2024
- Buck Global LLC codes 11 50 $101,269 PY2024
- Fidelity Workplace Services LLC codes 15 17 50 $86,527 PY2024
- Conduent Hr Services, LLC codes 15 50 $44,000 PY2024
- Northern Trust Company codes 21 25 50 62 $23,531 PY2024
- Schneider Downs & Co. codes 10 50 $20,700 PY2024
- State Street Global Advisors Trust codes 19 28 51 $1,465 PY2024
- BNY Mellon codes 10 14 15 18 19 PY2024
- Nnpp Contractor Db Master Trust Sched. D M $126M PY2024
- Buck Global, LLC codes 11 PY2024
- Mercer Investment LLC codes 27 28 50 51 52 $154,956 PY2023
- Fidelity Institutional Asset Mgmt T codes 28 50 51 52 $112,741 PY2023
- Buck Global LLC codes 11 50 $98,386 PY2023
- Schneider Downs & Co. Inc. codes 10 50 $19,700 PY2023
- Northern Trust Company codes 21 25 50 62 $18,417 PY2023
- Conduent Hr Services, LLC codes 15 50 $11,803 PY2023
- State Street Global Advisors Trust codes 19 28 51 $2,918 PY2023
- Nnpp Contractor Db Master Trust Sched. D M $127M PY2023
- Buck Global, LLC codes 11 PY2023
- Mercer Investment LLC codes 27 50 51 52 $225,059 PY2022
- Conduent Hr Solutions, LLC codes 15 50 $73,814 PY2022
- Buck Global LLC codes 11 50 $61,499 PY2022
- Northern Trust Company codes 21 25 50 62 $33,632 PY2022
- Schneider Downs & Co. Inc. codes 10 50 $18,200 PY2022
- Fidelity Institutional Asset Mgmt T codes 28 50 51 52 $10,733 PY2022
- Metlife Investment Management codes 28 51 $9,728 PY2022
- Acadian Asset Management LLC codes 28 51 $8,791 PY2022
- Conestoga Capital Advisors, LLC codes 28 51 68 $6,301 PY2022
- State Street Global Advisors Trust codes 19 28 51 $4,082 PY2022
- William Blair Investment Mgmt, LLC codes 28 50 $3,940 PY2022
- BNY Mellon codes 10 14 15 18 19 PY2022
- Nnpp Contractor Db Master Trust Sched. D M $118M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship endedinferenceFidelity Institutional Asset Mgmt T no longer appears on Pension Plan for Kapl Employees in Participating Bargaining Units's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFidelity Workplace Services LLC appears on Pension Plan for Kapl Employees in Participating Bargaining Units's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan for Kapl Employees in Participating Bargaining Units funded ratio 92.0% -> 95.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceMetlife Investment Management no longer appears on Pension Plan for Kapl Employees in Participating Bargaining Units's Schedule C as investment manager (plan year 2023 vs 2022)with Metlife Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAcadian Asset Management LLC no longer appears on Pension Plan for Kapl Employees in Participating Bargaining Units's Schedule C as investment manager (plan year 2023 vs 2022)with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceConestoga Capital Advisors, LLC no longer appears on Pension Plan for Kapl Employees in Participating Bargaining Units's Schedule C as investment manager (plan year 2023 vs 2022)with Conestoga Capital Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWilliam Blair Investment Mgmt, LLC no longer appears on Pension Plan for Kapl Employees in Participating Bargaining Units's Schedule C as investment manager (plan year 2023 vs 2022)with William Blair Investment Mgmt, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Kapl Employees in Participating Bargaining Units funded ratio 110.9% -> 92.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Kapl Employees in Participating Bargaining Units plan assets $162M -> $121M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 824281125-003
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.