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
Ducommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan
Corporate pensionMonrovia, CA
Assets
$29.2M
Total assets, Dec 31, 2024 reported
Funded
112.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Ducommun Aerostructures
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 40.1%
- Registered investment companies 59.7%
Consultants and advisers
2 firms
- USI Consulting Group Pension consultantActuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Directed trusteethrough 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
- Northern Trust Collective Eafe Inde8 rows, latest Dec 31, 2024
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
Size and funding
33 readings
Net investment income
$-142,872 (2023-12) · $-5.3M (2022-12)
Investment management fees
$112,929 (2023-12) · $129,664 (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 | 460 | $29.5M | $27.9M | 113.0% | $29.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 466 | $29.6M | $27.0M | 120.8% | $29.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 485 | $34.9M | $25.7M | 130.5% | $29.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northern Trust codes 25 28 51 $132,096 PY2024
- USI Consulting Group Inc codes 17 $37,270 PY2024
- Holthouse Carlin & van Trigt LLP codes 10 $27,500 PY2024
- Collective Short-Term Invest. Fund Sched. D C $11.7M PY2024
- USI Consulting Group codes 11 PY2024
- Northern Trust codes 25 28 51 $118,839 PY2023
- USI Consulting Group Inc codes 17 $35,800 PY2023
- Holthouse Carlin & van Trigt LLP codes 10 $25,500 PY2023
- Collective Eafe Index Fund L Sched. D C PY2023
- Collective Short-Term Invest. Fund Sched. D C $12.0M PY2023
- Coltv Emerging Markets Index Fund L Sched. D C PY2023
- Collective S&p 400 Index Fund Sched. D C PY2023
- Coltv Aggregate Bond Index Fund Sched. D C PY2023
- Collective Russell 1000 Index Fund Sched. D C PY2023
- USI Consulting Group codes 11 PY2023
- Northern Trust codes 25 28 51 $133,593 PY2022
- USI Consulting Group Inc codes 17 $31,900 PY2022
- Holthouse Carlin & van Trigt LLP codes 10 $25,500 PY2022
- Collective Eafe Index Fund L Sched. D C $1.5M PY2022
- Coltv Aggregate Bond Index Fund Sched. D C $5.6M PY2022
- Collective Short-Term Invest. Fund Sched. D C $1.1M PY2022
- Coltv Emerging Markets Index Fund L Sched. D C $354,369 PY2022
- Collective S&p 400 Index Fund Sched. D C $308,526 PY2022
- Collective Russell 1000 Index Fund Sched. D C $2.2M PY2022
- USI Consulting Group codes 11 PY2022
What changed
8 events
- Jan 1, 2024Funded status changedDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan funded ratio 120.8% -> 112.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan no longer reports NT Collective S&p 400 Index Fund (Northern Trust Collective Eafe Inde) (last held $308,526 at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan no longer reports Ntgi Russell 1000 Index Fund (Northern Trust Collective Eafe Inde) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan no longer reports NT Collective Emerging Mkts Index F (Northern Trust Collective Eafe Inde) (last held $354,369 at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan no longer reports Ntgi Collective Bond Index Fund (Northern Trust Collective Eafe Inde) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Jan 1, 2023Funded status changedDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan funded ratio 130.5% -> 120.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension Plan plan assets $35M -> $30M (-15.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954610303-006
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.