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

Superior Fibers, LLC Defined Benefit Plan & Trust

Corporate pensionReedsville, WV
Assets
$1.6M
Total assets, Dec 31, 2024 reported
Funded
55.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Superior Glass Holdco, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 67.9%
Consultants and advisers
3 firms
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
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Midcap Growth Sep Acct-Zseparate accountPrincipalPooled vehicles$130,288 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$164,116 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$160,666 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$89,039 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$204,935 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$198,479 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$152,293 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Growth Sep Acct-Zseparate accountPrincipalPooled vehicles$115,841 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$208,009 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$180,959 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$111,442 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$176,842 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$157,128 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$193,158 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Growth Sep Acct-Zseparate accountPrincipalPooled vehicles$116,799 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$184,327 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$177,782 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$112,362 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$245,984 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$228,973 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$155,671 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.6M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.2M (2022-12)
Plan assets
$1.1M Jan 1, 2024 reported Form 5500
$1.2M (2023-01) · $1.6M (2022-01)
Net assets
$1.6M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.2M (2022-12)
Funded ratio
55.2% Jan 1, 2024 reported Form 5500
59.9% (2023-01) · 75.2% (2022-01)
Funding target
$2.1M Jan 1, 2024 reported Form 5500
$2.1M (2023-01) · $2.1M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
4.75% (2023-01) · 5.47% (2022-01)
Participants
102 Jan 1, 2024 reported Form 5500
103 (2023-01) · 106 (2022-01)
Contributions
$520,000 Dec 31, 2024 reported Form 5500
Benefits paid
$91,444 Dec 31, 2024 reported Form 5500
$98,443 (2023-12) · $105,014 (2022-12)
Net investment income
$475,198 Dec 31, 2024 reported Form 5500
$-86,735 (2023-12) · $-342,653 (2022-12)
Investment management fees
$13,838 Dec 31, 2023 reported Form 5500
$14,671 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024102$1.1M$2.1M55.2%$1.6Mn/an/an/a
2023 to Dec 31, 2023103$1.2M$2.1M59.9%$1.1Mn/an/an/a
2022 to Dec 31, 2022106$1.6M$2.1M75.2%$1.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $17,250 PY2024
  • AL Minor & Associates, Inc codes 11 13 50 $14,799 PY2024
  • Wilshire Advisors LLC codes 27 72 PY2024
  • Prin Intl Eq Separate Acct-Z Sched. D P $160,666 PY2024
  • Prin Equity Income Sa-Z Sched. D P $89,039 PY2024
  • Prin Midcap Growth Sep Acct-Z Sched. D P $130,288 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $164,116 PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $204,935 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $198,479 PY2024
  • Prin Blue Chip Sa-Z Sched. D P $152,293 PY2024
  • AL Minor & Associates, Inc. codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $152,184 PY2023
  • Wilshire Advisors LLC codes 27 72 PY2023
  • Edward Jones codes 27 99 PY2023
  • Principal Lgcap S&p 500 Index Sa-Z Sched. D P $208,009 PY2023
  • Principal Midcap Growth Sa-Z Sched. D P $115,841 PY2023
  • Principal International I Sa-Z Sched. D P $180,959 PY2023
  • Principal Equity Income Sa-Z Sched. D P $111,442 PY2023
  • Principal Ldi Short Duration Sa-Z Sched. D P $176,842 PY2023
  • Principal Ldi Intermediate Dur Sa-Z Sched. D P $157,128 PY2023
  • Principal Blue Chip Sa-Z Sched. D P $193,158 PY2023
  • AL Minor & Associates, Inc. codes 11 PY2023
  • Principal Midcap Growth Sa-Z Sched. D P $116,799 PY2022
  • Principal Lgcap S&p 500 Index Sa-Z Sched. D P $184,327 PY2022
  • Principal Blue Chip Sa-Z Sched. D P $155,671 PY2022
  • Principal Equity Income Sa-Z Sched. D P $112,362 PY2022
  • Principal Ldi Short Duration Sa-Z Sched. D P $245,984 PY2022
  • Principal Ldi Intermediate Dur Sa-Z Sched. D P $228,973 PY2022
  • Principal International I Sa-Z Sched. D P $177,782 PY2022
  • AL Minor & Associates, Inc. codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Edward Jones no longer appears on Superior Fibers, LLC Defined Benefit Plan & Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Edward Jonesaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Superior Fibers, LLC Defined Benefit Plan & Trust total assets $1M -> $2M (+41.5%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Superior Fibers, LLC Defined Benefit Plan & Trust funded ratio 59.9% -> 55.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Superior Fibers, LLC Defined Benefit Plan & Trust funded ratio 75.2% -> 59.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Superior Fibers, LLC Defined Benefit Plan & Trust plan assets $2M -> $1M (-21.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 933643617-001
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.