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AllocatorsPlancorporate pension<100m

General Devices Company, Inc. Employees' Pension Plan

Allocators

Indianapolis, IN

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Search this name across graphsid dfx:al:2c7698f0-e840-4e8d-b4af-68576e0d2214

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, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 12
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: $4.0Mlatest reading; see basis
Assets as of: Feb 28, 2025
Assets basis: REPORTED
Funded ratio: 71%
Participants: 167
Commitments: 10with an amount; holdings are counted apart
Managers: 1
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Feb 28, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Feb 28, 2025
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
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.0M	Feb 28, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.1M	Feb 29, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$978,557	Feb 29, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$955,868	Feb 28, 2025	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$497,610	Feb 29, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$292,306	Feb 29, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$126,209	Feb 29, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$90,004	Feb 29, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$68,650	Feb 29, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$26,553	Feb 29, 2024	Separate account	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; 5 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	75	$3.0M	Feb 28, 2025	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
October Three	actuary	Mar 1, 2024	Feb 28, 2025	no	fact	Dol form 5500 pension
National Bank of Indianapolis Corp	trustee	Mar 1, 2023	Feb 29, 2024	no	fact	Dol form 5500 pension
Mccready and Keene, Inc.	actuary	Mar 1, 2022	Feb 28, 2023	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
Brookstone Capital Management	Investment management	Mar 1, 2022	Feb 28, 2023	no	fact

Relationships

Sponsors (1)

← General Devices Company, Inc.Plan sponsorPlan sponsor
Mar 1, 2022 to presentfactForm 5500

Advised by (3)

→ Mccready and Keene, Inc.Investment consultantactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ National Bank of Indianapolis CorpInvestment consultanttrustee
Mar 1, 2023 to Feb 29, 2024factForm 5500
→ October ThreeInvestment consultantactuary
Mar 1, 2024 to Feb 28, 2025factForm 5500

Manages for (1)

← Brookstone Capital ManagementManager with allocator capitalInvestment management
Mar 1, 2022 to Feb 28, 2023factForm 5500

Dated events

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

Occurred
Feb 28, 2025
Holding in a pooled vehicle ended
General Devices Company, Inc. Employees' Pension Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $126,209 at 2024-02-29; absent from the 2025-02-28 filing)
Principal Form 5500observed 3 days ago
$126,209
Occurred
Feb 28, 2025
Holding in a pooled vehicle ended
General Devices Company, Inc. Employees' Pension Plan no longer reports Prin Diversified Intl Sa-Z (Principal) (last held $292,306 at 2024-02-29; absent from the 2025-02-28 filing)
Principal Form 5500observed 3 days ago
$292,306
Occurred
Feb 28, 2025
Holding in a pooled vehicle ended
General Devices Company, Inc. Employees' Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $26,553 at 2024-02-29; absent from the 2025-02-28 filing)
Principal Form 5500observed 3 days ago
$26,553
Occurred
Feb 28, 2025
Holding in a pooled vehicle ended
General Devices Company, Inc. Employees' Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $1M at 2024-02-29; absent from the 2025-02-28 filing)
Principal Form 5500observed 3 days ago
$1.1M
Occurred
Feb 28, 2025
Holding in a pooled vehicle ended
General Devices Company, Inc. Employees' Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $90,004 at 2024-02-29; absent from the 2025-02-28 filing)
Principal Form 5500observed 3 days ago
$90,004
Occurred
Feb 28, 2025
Holding in a pooled vehicle ended
General Devices Company, Inc. Employees' Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $68,650 at 2024-02-29; absent from the 2025-02-28 filing)
Principal Form 5500observed 3 days ago
$68,650
Occurred
Dec 31, 2024
Manager relationship ended
Brookstone Capital Management no longer appears on General Devices Company, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Brookstone Capital Management Form 5500observed 3 days ago

Show 5 bookkeeping events

Occurred
Feb 28, 2025
General Devices Company, Inc. Employees' Pension Plan total assets $3M -> $4M (+22.1%, 2024-02-29 to 2025-02-28)
Occurred
Mar 1, 2024
General Devices Company, Inc. Employees' Pension Plan funded ratio 73.9% -> 71.3% (2023-03-01 to 2024-03-01)
Occurred
Feb 29, 2024
General Devices Company, Inc. Employees' Pension Plan total assets $4M -> $3M (-10.2%, 2023-02-28 to 2024-02-29)
Occurred
Mar 1, 2023
General Devices Company, Inc. Employees' Pension Plan funded ratio 82.6% -> 73.9% (2022-03-01 to 2023-03-01)
Occurred
Mar 1, 2023
General Devices Company, Inc. Employees' Pension Plan plan assets $5M -> $3M (-26.0%, 2022-03-01 to 2023-03-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2c7698f0-e840-4e8d-b4af-68576e0d2214
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.