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
Yokogawa Corporation of America Pension Plan
Corporate pensionSugar Land, TX
Assets
$1.2M
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Yokogawa Corporation of America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.8%
- Registered investment companies 0.2%
Consultants and advisers
2 firms
- Schwab Retirment Plan Services, Inc Actuarythrough Dec 31, 2022 Form 5500
- Schwab Retirement Plan Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Pension Benefit Guarantee Corpplan years 2023
- Prime Capital Inv Adv LLCplan years 2023
- Prime Capital Investment Advisplan years 2022
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
29 readings
Contributions
Investment management fees
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 Dec 31, 2024 | 604 | $35.0M | $32.8M | 100.9% | $1.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 674 | $38.0M | $37.0M | 98.7% | $35.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 686 | $50.9M | $36.5M | 117.8% | $38.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Schwab Retirement Plan Services Inc codes 15 50 64 $62,595 PY2024
- Weaver and Tidwell, LLP codes 10 50 $15,118 PY2024
- Prime Capital Investment Advis codes 28 50 $11,250 PY2024
- Charles Schwab & Co., Inc. codes 59 PY2024
- Schwab Retirement Plan Services codes 11 PY2024
- Schwab Retirement Plan Services Inc codes 15 50 64 $133,333 PY2023
- Pension Benefit Guaranty Corp codes 28 50 $64,704 PY2023
- Prime Capital Inv Adv LLC codes 28 50 $56,250 PY2023
- Weaver and Tidwell, LLP codes 10 50 $13,287 PY2023
- Charles Schwab & Co., Inc. codes 59 PY2023
- Schwab Retirement Plan Services codes 11 PY2023
- Schwab Retirement Plan Services,inc codes 11 15 50 64 $92,858 PY2022
- Prime Capital Investment Advis codes 28 50 $45,000 PY2022
- Charles Schwab & Co., Inc. codes 59 PY2022
- Schwab Retirement Plan Services codes 11 PY2022
What changed
10 events
- Dec 31, 2024Manager relationship endedinferencePension Benefit Guaranty Corp no longer appears on Yokogawa Corporation of America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pension Benefit Guarantee Corpaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrime Capital Investment Advis appears on Yokogawa Corporation of America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prime Capital Investment Advisaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePrime Capital Inv Adv LLC no longer appears on Yokogawa Corporation of America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prime Capital Inv Adv LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedYokogawa Corporation of America Pension Plan total assets $35M -> $1M (-96.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedYokogawa Corporation of America Pension Plan funded ratio 98.7% -> 100.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferencePrime Capital Investment Advis no longer appears on Yokogawa Corporation of America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Prime Capital Investment Advisaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPrime Capital Inv Adv LLC appears on Yokogawa Corporation of America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Prime Capital Inv Adv LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPension Benefit Guaranty Corp appears on Yokogawa Corporation of America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pension Benefit Guarantee Corpaskebsa.dol.gov
- Jan 1, 2023Funded status changedYokogawa Corporation of America Pension Plan funded ratio 117.8% -> 98.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedYokogawa Corporation of America Pension Plan plan assets $51M -> $38M (-25.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363672790-001
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.