DFX Intelligence
Charles Schwab
Manager
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
2
Schedule C investment manager rows
Who backs this manager
1 allocator
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Park Ohio Industries and Subsidiaries Pension Plan | 1 | 0 | Cash | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
1 vehicle
- Cash Balance Plan1 row
Corporate and Taft-Hartley plans (Schedule C)
2 plans
- Park Ohio Industries and Subsidiaries Pension Planplan years
- Bethpage Federal Credit Union Pension Planplan years 2023
Commitment rows
1 row
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Park Ohio Industries and Subsidiaries Pension Plan | Cash Balance Plancollective trust | Cash | $252,220 held | Disclosed holding | askebsa.dol.gov |
What changed
- Charles Schwab appears on Bethpage Federal Credit Union Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Charles Schwabaskebsa.dol.gov
›Connections
every published relationship on the graph
+2 connections on the graph
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