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

Ampacet Corporation Employees' Retirement Plan

Corporate pensionTarrytown, NY

Assets

$160M

Total assets, Jun 30, 2025 reported

Funded

105.1%

Jul 1, 2024

Private markets target

n/a

policy Jun 30, 2025

Commitments

none on the tape

Plan sponsor: Ampacet Corporation

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Common/collective trusts 97.5%
Registered investment companies 1.5%

Consultants and advisers

1 firms

PWC US Consulting LLP Actuarythrough Jun 30, 2023 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

Wells Fargo3 rows, latest Jun 30, 2025

Commitments

24 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Principal/blackrock S&p Mc Indx Citcollective trust	Principal	Pooled vehicles	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Principal/blackrock Intl Eqty Indexcollective trust	Principal	Pooled vehicles	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Principal/blackrock S&p 500 Indexcollective trust	Principal	Pooled vehicles	$17.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Liability Driven Solution Cit Icollective trust	Wells Fargo	Pooled vehicles	$51.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Liability Driven Solution Cit IIcollective trust	Principal	Pooled vehicles	$74.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Russell 2000 Index Cit Ncollective trust	Principal	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Principal/blackrock S&p Mc Indx Citcollective trust	Principal	Pooled vehicles	$4.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Principal/blackrock S&p 500 Indexcollective trust	Principal	Pooled vehicles	$17.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Principal/blackrock Intl Eqty Indexcollective trust	Principal	Pooled vehicles	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Liability Driven Solution Cit Icollective trust	Wells Fargo	Pooled vehicles	$49.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Liability Driven Solution Cit IIcollective trust	Principal	Pooled vehicles	$74.0M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Russell 2000 Index Cit Ncollective trust	Principal	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Principal/blackrock Intl Eqty Indexcollective trust	Principal	Pooled vehicles	$6.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Large Cap Growth Index Cit Ncollective trust	Principal	Public equity	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Principal/blackrock S&p Mc Indx Citcollective trust	Principal	Pooled vehicles	$9.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Principal/blackrock S&p 500 Indexcollective trust	Principal	Pooled vehicles	$13.6M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Principal/mfs Value Cit Fcollective trust	Principal	Pooled vehicles	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Liability Driven Solution Cit Icollective trust	Wells Fargo	Pooled vehicles	$28.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Liability Driven Solution Cit IIcollective trust	Principal	Pooled vehicles	$68.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal	Public equity	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Principal/t. Rowe Price Institutioncollective trust	Principal	Pooled vehicles	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Principal/trp Inst Lcg Mgd Cit Fcollective trust	Principal	Pooled vehicles	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Allspring St Investment Fund S1separate account	Principal	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Principal/ab Large Cap Growth Cit Ncollective trust	Principal	Public equity	$4.5M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$160M Jun 30, 2025 reported Form 5500

$157M (2024-06) · $165M (2023-06)

Plan assets

$157M Jul 1, 2024 reported Form 5500

$165M (2023-07) · $158M (2022-07)

Net assets

$160M Jun 30, 2025 reported Form 5500

$157M (2024-06) · $165M (2023-06)

Funded ratio

105.1% Jul 1, 2024 reported Form 5500

110.6% (2023-07) · 112.4% (2022-07)

Funding target

$111M Jul 1, 2024 reported Form 5500

$123M (2023-07) · $118M (2022-07)

Discount rate

5.37% Jul 1, 2024 reported Form 5500

5.23% (2023-07) · 5.40% (2022-07)

Participants

545 Jul 1, 2024 reported Form 5500

604 (2023-07) · 611 (2022-07)

Contributions

$0 Jun 30, 2025 reported Form 5500

$0 (2024-06) · $3.4M (2023-06)

Benefits paid

$6.8M Jun 30, 2025 reported Form 5500

$15.2M (2024-06) · $5.3M (2023-06)

Net investment income

$3.0M Jun 30, 2025 reported Form 5500

$-8.4M (2024-06) · $6.7M (2023-06)

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 Jun 30, 2025	545	$157M	$111M	105.1%	$160M	n/a	n/a	n/a
2023 to Jun 30, 2024	604	$165M	$123M	110.6%	$157M	n/a	n/a	n/a
2022 to Jun 30, 2023	611	$158M	$118M	112.4%	$165M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Bank codes 13 50 $309,500 PY2024
Pricewaterhousecoopers LLP codes 13 50 $29,100 PY2024
Principal Life Insurance Company codes 13 50 $1,083 PY2024
Principal/blackrock S&p 500 Sched. D C $17.2M PY2024
Principal/multi-Manager Cit I Sched. D C $51.6M PY2024
Principal/multi-Manager Cit II Sched. D C $74.3M PY2024
Principal/blackrock Russell 20 Sched. D C $2.6M PY2024
Principal/blackrock Intl Sched. D C $5.6M PY2024
Principal/blackrock S&p Midcap Sched. D C $4.5M PY2024
PWC US Consulting LLP codes 11 PY2024
Principal Bank codes 13 50 $223,001 PY2023
Pricewaterhousecoopers LLP codes 13 50 $74,980 PY2023
Principal/t Rowe Price Inst Lc Sched. D C PY2023
Principal/blackrock Intl Sched. D C $5.4M PY2023
Principal/multi-Manager Cit I Sched. D C $49.5M PY2023
Principal/multi-Manager Cit II Sched. D C $74.0M PY2023
Principal/blackrock Intl Equit Sched. D C PY2023
Principal/blackrock Large Cap Sched. D C PY2023
Principal/blackrock S&p Midcap Sched. D C $4.4M PY2023
Principal/blackrock S&p 500 Sched. D C $17.1M PY2023
Principal/mfs Value Sched. D C PY2023
Principal/multi-Manager Liabil Sched. D C PY2023
Principal/multi-Manager Liabil Sched. D C PY2023
Principal/multi-Manager Sm Cap Sched. D C PY2023
Principal/t Rowe Price Institu Sched. D C PY2023
Principal/blackrock Short Term Sched. D C PY2023
Principal/ab Large Cap Growth Sched. D C PY2023
Principal/blackrock Russell 20 Sched. D C $2.5M PY2023
PWC US Consulting LLP codes 11 PY2023
Principal codes 13 50 $56,533 PY2022
Principal/blackrock Large Cap Growt Sched. D C $2.4M PY2022
Principal/blackrock S&p Midcap Inde Sched. D C $9.2M PY2022
Principal/blackrock S&p 500 Index Sched. D C $13.6M PY2022
Principal/mfs Value Sched. D C $4.2M PY2022
Principal/ab Large Cap Growth Cit Sched. D C $4.5M PY2022
Principal/multi-Manager Liability D Sched. D C $68.1M PY2022
Principal/multi-Manager Small Cap Sched. D C $5.3M PY2022
Principal/t Rowe Price Institutiona Sched. D C $4.2M PY2022
Principal/trowe Price Inst Lcg Mgd Sched. D C $4.3M PY2022
Principal/voya Large Cap Growth Cit Sched. D C PY2022
Principal/blackrock Short Term Invt Sched. D P $1.7M PY2022
Principal/multi-Manager Liability D Sched. D C $28.7M PY2022
Principal/blackrock Intl Equity Ind Sched. D C $6.2M PY2022
PWC US Consulting LLP codes 11 PY2022

What changed

9 events

Jul 1, 2024Funded status changed
Ampacet Corporation Employees' Retirement Plan funded ratio 110.6% -> 105.1% (2023-07-01 to 2024-07-01)
askebsa.dol.gov
Jun 30, 2024Holding endedinference
Ampacet Corporation Employees' Retirement Plan no longer reports Principal/ab Large Cap Growth Cit N (last held $4M at 2023-06-30; absent from the 2024-06-30 filing)
with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
Jun 30, 2024Holding endedinference
Ampacet Corporation Employees' Retirement Plan no longer reports Principal/t. Rowe Price Institution (last held $4M at 2023-06-30; absent from the 2024-06-30 filing)
with Principal/t. Rowe Price Institutionaskebsa.dol.gov
Jun 30, 2024Holding endedinference
Ampacet Corporation Employees' Retirement Plan no longer reports Allspring St Investment Fund S1 (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)
with Allspring St Investment Fund S1askebsa.dol.gov
Jun 30, 2024Holding endedinference
Ampacet Corporation Employees' Retirement Plan no longer reports Principal/mfs Value Cit F (last held $4M at 2023-06-30; absent from the 2024-06-30 filing)
with Principal/mfs Value Cit Faskebsa.dol.gov
Jun 30, 2024Holding endedinference
Ampacet Corporation Employees' Retirement Plan no longer reports Large Cap Growth Index Cit N (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)
with Large Cap Growth Index Cit Naskebsa.dol.gov
Jun 30, 2024Holding endedinference
Ampacet Corporation Employees' Retirement Plan no longer reports Pfg/multi-Manager Small Cap Cit N (last held $5M at 2023-06-30; absent from the 2024-06-30 filing)
with Pfg/multi-Manager Small Cap Cit Naskebsa.dol.gov
Jun 30, 2024Holding started
Ampacet Corporation Employees' Retirement Plan first reports an interest in Russell 2000 Index Cit N: $3M at 2024-06-30
with Russell 2000 Index Cit Naskebsa.dol.gov
Jun 30, 2024Holding endedinference
Ampacet Corporation Employees' Retirement Plan no longer reports Principal/trp Inst Lcg Mgd Cit F (last held $4M at 2023-06-30; absent from the 2024-06-30 filing)
with Principal/trp Inst Lcg Mgd Cit Faskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 132546877-002

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.