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
Acopian Technical Company Pension Plan
Corporate pensionEaston, PA
Assets
$10.2M
Total assets, Dec 31, 2022 reported
Funded
106.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Acopian Technical Company
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Common/collective trusts 98.0%
Consultants and advisers
1 firms
- Economic Group Pension Services Actuarythrough Dec 31, 2022 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
- Principal Spectrum Asset Management1 rows, latest Dec 31, 2022
Commitments
1 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, 2022 | Principal/multi-Manager Lds Cit Icollective trust | Principal Spectrum Asset Management | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
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 Dec 31, 2022 | 103 | $11.7M | $10.6M | 106.3% | $10.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal/multi-Manager Lds Cit II Sched. D C $2.5M PY2022
- WF Core Bond Cit F Sched. D C PY2022
- WF Growth Cit F Sched. D C PY2022
- Wf/blackrock Intl Eq Index Cit F Sched. D C PY2022
- Wf/blackrock S&p Midcap Index Cit F Sched. D C PY2022
- Wf/blackrock S&p 500 Index Cit F Sched. D C PY2022
- Wf/causeway Intl Value Cit F Sched. D C PY2022
- Wf/dodge & Cox Intermed Bond Cit F Sched. D C PY2022
- Wf/federated Total Return Bond Cit Sched. D C PY2022
- Wf/mfs Value Cit F Sched. D C PY2022
- Wf/multi-Manager Small Cap Cit F Sched. D C PY2022
- Wf/trowe Price Inst Eq Inc Mgd Cit Sched. D C PY2022
- Wf/trowe Price Inst Lcg Mgd Cit F Sched. D C PY2022
- Wf/voya Large Cap Growth Cit F Sched. D C PY2022
- Principal/multi-Manager Lds Cit I Sched. D C $7.5M PY2022
- Economic Group Pension Services 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 240853628-001
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.