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
Sharp Electronics Corporation Pension Plan
Corporate pensionMontvale, NJ
Assets
$49.8M
Total assets, Mar 31, 2025 reported
Funded
75.9%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Sharp Electronics Corporation
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 37.8%
- U.S. Government securities 9.3%
- Other investments 0.3%
- Registered investment companies 48.6%
Consultants and advisers
2 firms
- Schwab Retirment Plan Services, Inc Actuarythrough Mar 31, 2023 Form 5500
- Schwab Retirement Plan Services Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- SLC Managementplan years 2023
- Captrust Advisors, LLCplan years 2023
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
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 Mar 31, 2025 | 692 | $61.5M | $69.1M | 75.9% | $49.8M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 841 | $86.8M | $96.9M | 77.9% | $61.5M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,252 | $130M | $121M | 85.7% | $86.8M | 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 11 15 50 64 $133,510 PY2024
- SUN Life Capital Mgmt US LLC codes 28 50 $68,322 PY2024
- Captrust Advisors LLC codes 28 50 $41,528 PY2024
- PKF O'Connor Davies, LLP codes 10 50 $14,500 PY2024
- Charles Schwab & Co., Inc. codes 33 50 59 71 $3,544 PY2024
- Schwab Retirement Plan Services codes 11 PY2024
- Sun Life Capital Mgmt US LLC codes 28 50 $90,823 PY2023
- Schwab Retirement Plan Services, in codes 11 15 50 64 $83,954 PY2023
- Captrust Advisors LLC codes 28 50 $43,302 PY2023
- PKF O'Connor Davies, LLP codes 10 50 $14,665 PY2023
- Charles Schwab & Co., Inc. codes 33 50 59 71 $4,246 PY2023
- Schwab Retirement Plan Services codes 11 PY2023
- Sun Life Assurance Company codes 28 50 $126,844 PY2022
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $101,690 PY2022
- Captrust Advisors LLC codes 28 50 $44,236 PY2022
- O'Connor Davies LLP codes 10 50 $13,650 PY2022
- Charles Schwab & Co., Inc. codes 33 50 59 71 PY2022
- Schwab Retirement Plan Services codes 11 PY2022
What changed
6 events
- Mar 31, 2025Assets changedSharp Electronics Corporation Pension Plan total assets $62M -> $50M (-19.1%, 2024-03-31 to 2025-03-31)
- Apr 1, 2024Funded status changedSharp Electronics Corporation Pension Plan funded ratio 77.9% -> 75.9% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedSharp Electronics Corporation Pension Plan plan assets $87M -> $62M (-29.1%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedSharp Electronics Corporation Pension Plan total assets $87M -> $62M (-29.1%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedSharp Electronics Corporation Pension Plan funded ratio 85.7% -> 77.9% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedSharp Electronics Corporation Pension Plan plan assets $130M -> $87M (-33.3%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131968872-001
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.