DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Plain Dealer Publishing Co. Guild Retirement Plan

Allocators

Brooklyn, OH

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:1080fc62-0e21-422c-bc39-300dfdd4e691

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 13
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $29.4Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 123%
Participants: 395
Commitments: 15with an amount; holdings are counted apart
Managers: 6
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
CG Long Duration Credit Trust US	Capital Guardian Trust Company	Private credit	$12.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
CG Long Duration Credit Trust US	Capital Guardian Trust Company	Private credit	$10.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street - Russell 2000	Pooled vehicle	$8.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street - Russell 2000	Pooled vehicle	$8.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
WA US Core Plus LLC	Western Asset Mgmt Company, LLC	Fixed income	$7.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
CG Long Duration Credit Trust US	Capital Guardian Trust Company	Private credit	$6.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street - Russell 2000	Pooled vehicle	$6.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Wtc-Cif II Small Cap Opp Portfolio	Wellington Fd	Public equity	$3.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Wtc-Cif International Research Equi	Wellington Trust Company, Na	Pooled vehicle	$3.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
20+ Yr US Treasury Strips Index Nl	n/a	Fixed income	$2.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Wtc-Cif II Small Cap Opp Portfolio	Wellington Fd	Public equity	$2.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
WTC Na Cif Intl Research Equity Pf	Wellington Trust Company, Na	Public equity	$1.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
WTC Na Cif Intl Research Equity Pf	Wellington Trust Company, Na	Public equity	$872,270	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street 20 Year U.S. Treasury	State Street Global Advisors Trust	Fixed income	$700,642	Dec 31, 2024	Collective trust	Dol form 5500 pension
Emerging Markets Debt Trust Cl Db	n/a	Private credit	$72,475	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	20	$5.8M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	69	$20.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	11	$3.1M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Keybank National Association	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
State Street Global Advisors	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Highland Consulting	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Capital International, Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Hilcrest Asset Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Argus Inv Counsel Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
State Street Global Advisors	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Plain Dealer Publishing Co.- Local 1 of the Newspaper GuildPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Keybank National AssociationInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ State Street Global AdvisorsInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Highland ConsultingInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (5)

← Capital International, Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Hilcrest Asset ManagementManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Argus Inv Counsel IncManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← State Street Global AdvisorsInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Plain Dealer Publishing Co. Guild Retirement Plan no longer reports 20+ Yr US Treasury Strips Index Nl (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
20+ Yr US Treasury Strips Index Nl Form 5500observed 3 days ago
$2.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Plain Dealer Publishing Co. Guild Retirement Plan first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $700,642 at 2024-12-31
State Street Global Advisors Trust Form 5500observed 3 days ago
$700,642
Occurred
Dec 31, 2023
Manager relationship ended
Argus Investors Council no longer appears on Plain Dealer Publishing Co. Guild Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Argus Inv Counsel Inc Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Hilcrest Asset Management no longer appears on Plain Dealer Publishing Co. Guild Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Hilcrest Asset Management Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Plain Dealer Publishing Co. Guild Retirement Plan first reports an interest in Wtc-Cif II Small Cap Opp Portfolio (Wellington Fd): $4M at 2023-12-31
Wellington Fd Form 5500observed 3 days ago
$3.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Plain Dealer Publishing Co. Guild Retirement Plan first reports an interest in WTC Na Cif Intl Research Equity Pf (Wellington Trust Company, Na): $1M at 2023-12-31
Wellington Trust Company, Na Form 5500observed 3 days ago
$1.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Plain Dealer Publishing Co. Guild Retirement Plan no longer reports WA US Core Plus LLC (Western Asset Mgmt Company, LLC) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
Western Asset Mgmt Company, LLC Form 5500observed 3 days ago
$7.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Plain Dealer Publishing Co. Guild Retirement Plan no longer reports Wtc-Cif International Research Equi (Wellington Trust Company, Na) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Wellington Trust Company, Na Form 5500observed 3 days ago
$3.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Plain Dealer Publishing Co. Guild Retirement Plan first reports an interest in 20+ Yr US Treasury Strips Index Nl: $2M at 2023-12-31
20+ Yr US Treasury Strips Index Nl Form 5500observed 3 days ago
$2.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Plain Dealer Publishing Co. Guild Retirement Plan no longer reports Emerging Markets Debt Trust Cl Db (last held $72,475 at 2022-12-31; absent from the 2023-12-31 filing)
Emerging Markets Debt Trust Cl Db Form 5500observed 3 days ago
$72,475

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Plain Dealer Publishing Co. Guild Retirement Plan funded ratio 112.7% -> 123.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Plain Dealer Publishing Co. Guild Retirement Plan funded ratio 150.3% -> 112.7% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Plain Dealer Publishing Co. Guild Retirement Plan plan assets $42M -> $31M (-26.7%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:1080fc62-0e21-422c-bc39-300dfdd4e691
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.