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
The Hamilton Beach Brands, Inc. Pension Plan
Corporate pensionGlenn Allen, VA
Assets
$13.5M
Total assets, Dec 31, 2024 reported
Funded
229.1%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Hamilton Beach Brands, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 96.5%
Consultants and advisers
3 firms
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- The Vanguard Group Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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
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
25 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
$59,122 (2023-12) · $42,115 (2022-12)
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 | 977 | n/a | n/a | n/a | $13.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 996 | n/a | n/a | n/a | $25.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,094 | $33.0M | $14.4M | 229.1% | $26.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 11 $542,794 PY2024
- Jones Day codes 29 $145,831 PY2024
- Vanguard Fiduciary Trust Company codes 21 27 64 $117,107 PY2024
- Crowe LLP codes 10 $27,165 PY2024
- Vanguard Fiduciary Trust Company codes 21 27 64 $88,766 PY2023
- Jones Day codes 29 $80,723 PY2023
- Willis Towers Watson codes 11 $72,503 PY2023
- Crowe LLP codes 10 $24,075 PY2023
- Willis Towers Watson codes 11 $923,405 PY2022
- Jones Day codes 29 $113,898 PY2022
- Vanguard Fiduciary Trust Company codes 21 27 64 $79,431 PY2022
- Crowe LLP codes 10 $24,781 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
1 events
- Dec 31, 2024Assets changedThe Hamilton Beach Brands, Inc. Pension Plan total assets $25M -> $14M (-46.3%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953959553-001
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.