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
New-Indy Catawba, LLC Pension Plan
Corporate pensionOntario, CA
Assets
$79.4M
Total assets, Dec 31, 2024 reported
Funded
81.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: New-Indy Containerboard, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Registered investment companies 98.4%
Consultants and advisers
1 firms
- Sageview Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Sageview Advisory Consulting Groupplan years 2024
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
31 readings
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 | 358 | $73.8M | $94.8M | 81.1% | $79.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 359 | $64.9M | $87.1M | 81.8% | $73.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 361 | $85.0M | $81.6M | 103.9% | $64.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- John Hancock Retirement Plan Svcs codes 13 50 $44,015 PY2024
- Sageview Consulting Group codes 11 50 $24,500 PY2024
- Sageview Advisory codes 28 50 $16,250 PY2024
- Sageview Consulting Group codes 11 PY2024
- Sageview Consulting Group codes 11 50 $13,000 PY2023
- Sageview Consulting Group codes 11 PY2023
- Sageview Consulting Group codes 11 50 $29,900 PY2022
- Sageview Consulting Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedSageview Advisory appears on New-Indy Catawba, LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sageview Advisory Consulting Groupaskebsa.dol.gov
- Jan 1, 2024Assets changedNew-Indy Catawba, LLC Pension Plan plan assets $65M -> $74M (+13.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedNew-Indy Catawba, LLC Pension Plan total assets $65M -> $74M (+13.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedNew-Indy Catawba, LLC Pension Plan funded ratio 103.9% -> 81.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNew-Indy Catawba, LLC Pension Plan plan assets $85M -> $65M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 831904423-001
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.