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
Clearon Corporation Employees' Pension Plan
Corporate pensionSouth Charleston, WV
Assets
$13.5M
Total assets, Dec 31, 2023 reported
Funded
100.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Innovative Water Care LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Insurance company general account 39.9%
- Common/collective trusts 12.7%
- Registered investment companies 46.2%
Consultants and advisers
1 firms
- John Hancock Actuarythrough Dec 31, 2022 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
2 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 Dec 31, 2023 | AB US Large Cap Growth Cit W Seriescollective trust | Great Gray Trust Company | Public equity | $867,225 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Putnam Lge Cap Value Trust Iacollective trust | Putnam Fiduciary Trust Company, LLC | Pooled vehicles | $855,067 held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 170 | $17.3M | $18.4M | 100.0% | $13.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 174 | $20.8M | $18.4M | 105.3% | $17.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock codes 11 15 62 64 PY2023
- AB US Lc Growth W Series Cl L Sched. D C $867,225 PY2023
- Putnam Lge Cap Value Trust Ia Sched. D C $855,067 PY2023
- John Hancock codes 11 PY2023
- John Hancock codes 11 15 62 64 $24,865 PY2022
- John Hancock codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedClearon Corporation Employees' Pension Plan total assets $17M -> $14M (-22.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedClearon Corporation Employees' Pension Plan funded ratio 105.3% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedClearon Corporation Employees' Pension Plan plan assets $21M -> $17M (-16.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 831712074-002
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.