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
Trace International Holdings, Inc. Retirement Plan for Salaried Employees
Corporate pensionCharlotte, NC
Assets
$4.7M
Total assets, Dec 31, 2024 reported
Funded
108.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: CHF Industries, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Corporate debt instruments (other) 6.5%
- Corporate debt instruments (preferred) 25.2%
- U.S. Government securities 6.8%
- Common stock 60.1%
Consultants and advisers
3 firms
- Neuberger Berman Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank, National Association Trusteethrough Dec 31, 2024 Form 5500
- Buck Global, 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
32 readings
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 | 125 | $4.7M | $4.5M | 108.7% | $4.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 127 | $4.8M | $4.7M | 111.5% | $4.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 138 | $6.1M | $4.8M | 116.4% | $4.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Neuberger Berman codes 27 $34,190 PY2024
- Buck Global LLC codes 11 $19,904 PY2024
- Pnc codes 15 21 $16,281 PY2024
- Buck Global, LLC codes 11 PY2024
- PNC Institutional Investments codes 15 50 62 68 $92,265 PY2023
- Neuberger Berman codes 27 50 $17,376 PY2023
- Buck Global, LLC codes 11 PY2023
- PNC Institutional Investments codes 15 50 62 68 $61,043 PY2022
- Neuberger Berman codes 27 50 $18,708 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedTrace International Holdings, Inc. Retirement Plan for Salaried Employees funded ratio 111.5% -> 108.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedTrace International Holdings, Inc. Retirement Plan for Salaried Employees funded ratio 116.4% -> 111.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTrace International Holdings, Inc. Retirement Plan for Salaried Employees plan assets $6M -> $5M (-21.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 010671659-002
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.