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
MVB Bank, Inc. Defined Benefit Pension Plan
Corporate pensionFairmont, WV
Assets
$11.1M
Total assets, Oct 31, 2025 reported
Funded
107.8%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
none on the tape
Plan sponsor: MVB Bank, Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Corporate debt instruments (preferred) 6.2%
- U.S. Government securities 14.8%
- Other investments 7.1%
- Registered investment companies 28.0%
- Common stock 41.3%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 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 Oct 31, 2025 | Allegheny Group Retirement Plancollective trust | Allegheny Group Retirement Plan | Pooled vehicles | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Allegheny Group Retirement Plancollective trust | Allegheny Group Retirement Plan | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Allegheny Group Retirement Plancollective trust | Allegheny Group Retirement Plan | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
Investment management fees
$45,964 (2024-10) · $45,223 (2023-10)
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 Oct 31, 2025 | 179 | $10.4M | $8.8M | 107.8% | $11.1M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 208 | $9.1M | $8.9M | 112.6% | $10.4M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 208 | $9.1M | $8.5M | 117.9% | $9.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 27 $21,212 PY2024
- USI Consulting Group codes 11 $17,212 PY2024
- Metro Benefits, Inc. codes $10,038 PY2024
- Allegheny Group Retirement Plan Sched. D C $11.1M PY2024
- USI Consulting Group codes 11 PY2024
- USI Consulting Group codes 11 $23,166 PY2023
- Morgan Stanley codes 27 $21,340 PY2023
- Metro Benefits, Inc. codes $8,061 PY2023
- Allegheny Group Retirement Plan Sched. D C $10.4M PY2023
- USI Consulting Group codes 11 PY2023
- Morgan Stanley codes 27 $19,142 PY2022
- USI Consulting Group codes 11 $15,954 PY2022
- Steptoe & Johnson PLLC codes 29 $7,474 PY2022
- Metro Benefits, Inc. codes $7,253 PY2022
- Allegheny Group Retirement Plan Sched. D C $9.1M PY2022
- USI Consulting Group codes 11 PY2022
What changed
4 events
- Nov 1, 2024Funded status changedMVB Bank, Inc. Defined Benefit Pension Plan funded ratio 112.6% -> 107.8% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedMVB Bank, Inc. Defined Benefit Pension Plan plan assets $9M -> $10M (+13.4%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedMVB Bank, Inc. Defined Benefit Pension Plan total assets $9M -> $10M (+13.4%, 2023-10-31 to 2024-10-31)
- Nov 1, 2023Funded status changedMVB Bank, Inc. Defined Benefit Pension Plan funded ratio 117.9% -> 112.6% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550755205-001
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.