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 Hourly Rated Employees of Midwesco Filter Resources, Inc., Winchester, Virginia
Corporate pensionNiles, IL
Assets
$917,008
Total assets, Jan 31, 2023 reported
Funded
141.6%
Feb 1, 2022
Private markets target
n/a
policy Jan 31, 2023
Commitments
0
none on the tape
Plan sponsor: Midwesco Filter Resources, Inc.
Allocation policy
Form 5500, as of Jan 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.7%
Consultants and advisers
4 firms
- Oxford Financial Group, Ltd Investment adviser (plan)through Jan 31, 2023 Form 5500
- Ascensus Actuarythrough Jan 31, 2023 Form 5500
- Fifth Third Bank Trusteethrough Jan 31, 2023 Form 5500
- Nyhart Actuarythrough Jan 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
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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jan 31, 2023 | 235 | $7.1M | $4.8M | 141.6% | $917,008 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ascensus codes 11 50 $94,745 PY2022
- Crowe LLP codes 10 50 $18,733 PY2022
- Oxford Financial Group codes 27 50 $9,750 PY2022
- Fifth Third Bank codes 21 50 $7,897 PY2022
- Golan, Christie, Taglia LLP codes 29 50 $6,626 PY2022
- Express Services, Inc. codes 49 50 $6,384 PY2022
- Nyhart codes 11 50 $5,840 PY2022
- Nyhart codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363672595-004
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.