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

Speedway Retirement Plan

Corporate pensionFindlay, OH
Assets
$124M
Total assets, Dec 31, 2024 reported
Funded
94.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Marathon Petroleum Company LP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$124M Dec 31, 2024 reported Form 5500
$144M (2023-12) · $147M (2022-12)
Plan assets
$144M Jan 1, 2024 reported Form 5500
$144M (2023-01) · $176M (2022-01)
Net assets
$124M Dec 31, 2024 reported Form 5500
$144M (2023-12) · $147M (2022-12)
Funded ratio
94.0% Jan 1, 2024 reported Form 5500
101.2% (2023-01) · 101.0% (2022-01)
Funding target
$105M Jan 1, 2024 reported Form 5500
$115M (2023-01) · $169M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.46% (2022-01)
Participants
5,450 Jan 1, 2024 reported Form 5500
6,104 (2023-01) · 8,519 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $73.0M (2022-12)
Benefits paid
$15.8M Dec 31, 2024 reported Form 5500
$17.6M (2023-12) · $70.4M (2022-12)
Net investment income
$-20.3M Dec 31, 2024 reported Form 5500
$-3.0M (2023-12) · $-29.8M (2022-12)
Investment management fees
$247,137 Dec 31, 2024 reported Form 5500
$721,899 (2023-12) · $187,193 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,450$144M$105M94.0%$124Mn/a$124Mn/a
2023 to Dec 31, 20236,104$144M$115M101.2%$144Mn/a$144Mn/a
2022 to Dec 31, 20228,519$176M$169M101.0%$147Mn/a$73.5Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Assets changed
    Speedway Retirement Plan total assets $144M -> $124M (-14.1%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Funded status changed
    Speedway Retirement Plan funded ratio 101.2% -> 94.0% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023Assets changed
    Speedway Retirement Plan plan assets $176M -> $144M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311537655-007
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.