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
Olympus Corporation of the Americas Pension Plan
Corporate pensionCenter Valley, PA
Assets
$351M
Total assets, Mar 31, 2025 reported
Funded
94.4%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
3
none on the tape
Plan sponsor: Olympus Corporation of the Americas
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 58.3%
- Corporate debt instruments (preferred) 17.3%
- U.S. Government securities 8.3%
- Other investments 2.8%
- Common/collective trusts 9.4%
Consultants and advisers
2 firms
- Towers Watson Pennsylvania, Inc. Actuarythrough Mar 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Mar 31, 2023 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
- Wellington Trust Company, Na3 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Pgim Managementplan years 2023
- Capfinancial Partners, LLCplan years 2023
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 Mar 31, 2025 | Wellington Wtc-Cif Div in Hd Pcollective trust | Wellington Trust Company, Na | Pooled vehicles | $32.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Wellington Wtc-Cif Div in Hd Pcollective trust | Wellington Trust Company, Na | Pooled vehicles | $36.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Wellington Wtc-Cif Div in Hd Pcollective trust | Wellington Trust Company, Na | Pooled vehicles | $91.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$626,593 (2024-03) · $360,636 (2023-03)
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 Mar 31, 2025 | 1,646 | $339M | $285M | 94.4% | $351M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,654 | $328M | $257M | 105.5% | $343M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,656 | $202M | $228M | 81.0% | $334M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pgim Management codes 28 51 $576,030 PY2024
- Empower Annuity Insurance Company codes 50 59 62 72 $210,478 PY2024
- Capfinancial Partners, LLC codes 28 51 $183,445 PY2024
- Willis Towers Watson codes 11 50 $81,911 PY2024
- Baker Tilly US, LLP codes 10 50 $26,000 PY2024
- Wellington Wtc-Cif Div in Hd P Sched. D C $32.9M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Pgim Management codes 28 51 $404,729 PY2023
- Capfinancial Partners, LLC codes 28 51 $221,864 PY2023
- Willis Towers Watson codes 11 50 $155,645 PY2023
- Empower Annuity Insurance Company codes 50 59 62 72 $140,076 PY2023
- Wellington Wtc-Cif Div in Hd P Sched. D C $36.5M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Great-West Life & Annuity Insurance codes 50 59 62 72 $138,891 PY2022
- Pgim Management codes 28 51 $135,705 PY2022
- Capfinancial Partners, LLC codes 28 51 $129,153 PY2022
- Willis Towers Watson codes 11 50 $95,778 PY2022
- Wellington Wtc-Cif Div in Hd P Sched. D C $91.2M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Apr 1, 2024Funded status changedOlympus Corporation of the Americas Pension Plan funded ratio 105.5% -> 94.4% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedOlympus Corporation of the Americas Pension Plan funded ratio 81.0% -> 105.5% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedOlympus Corporation of the Americas Pension Plan plan assets $202M -> $328M (+62.0%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113046497-001
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.