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AllocatorsPlancorporate pension100m-1b

Amsted Industries Incorporated Defined Benefit Pension Plan

Allocators

Chicago, IL

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Search this name across graphsid dfx:al:58c26f56-0dff-4bde-877d-318db59eabd2

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, 6:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 9
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: $141Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 92%
Participants: 2,099
Commitments: 30with an amount; holdings are counted apart
Managers: 5
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Sep 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 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; showing 25 of 30

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Lgim Msci Acwi Cit	Legal and General	Pooled vehicle	$38.1M	Sep 30, 2023	Collective trust	Dol form 5500 pension
WTW Gt Diversified Credit Fund	Towers Watson Investment Services,	Private credit	$21.4M	Sep 30, 2024	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson Investment Services,	Real assets	$21.3M	Sep 30, 2023	Collective trust	Dol form 5500 pension
WTW Gt Diversified Credit Fund	Towers Watson Investment Services,	Private credit	$21.2M	Sep 30, 2023	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson Investment Services,	Real assets	$20.5M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Lgim Msci Acwi Cit	Legal and General	Pooled vehicle	$19.2M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Lgim Msci Acwi Cit	Legal and General	Pooled vehicle	$19.2M	Sep 30, 2025	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street - Russell 2000	Pooled vehicle	$17.5M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Ssga Intermed U.S. Govt Bond Indx	State Street - Russell 2000	Fixed income	$13.7M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Ssga Intermed U.S. Govt Bond Indx	State Street - Russell 2000	Fixed income	$13.2M	Sep 30, 2024	Collective trust	Dol form 5500 pension
WTW Gt Long Credit Fund	Towers Watson Investment Services,	Private credit	$11.1M	Sep 30, 2025	Collective trust	Dol form 5500 pension
WTW Liquid Diversifiers Fund, Ltd	n/a	Hedge diversifiers	$10.9M	Sep 30, 2025	Collective trust	Dol form 5500 pension
WTW Liquid Diversifiers Fund, Ltd	n/a	Hedge diversifiers	$10.0M	Sep 30, 2024	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$7.7M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$7.3M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$7.2M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Ssga Intermed U.S. Govt Bond Indx	State Street - Russell 2000	Fixed income	$7.0M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$6.1M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Treasury U.S. 20 Year Key Rate Dura	Blackrock	Fixed income	$5.6M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$5.4M	Sep 30, 2023	Collective trust	Dol form 5500 pension
TSY U.S. 25+ Yr Key Rate Dur Nl Fd	Blackrock	Pooled vehicle	$5.4M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Treasury U.S. 5 Year Key Rate Durat	n/a	Fixed income	$5.2M	Sep 30, 2025	Collective trust	Dol form 5500 pension
Treasury U.S. 5 Year Key Rate Durat	n/a	Fixed income	$5.2M	Sep 30, 2023	Collective trust	Dol form 5500 pension
Treasury U.S. 5 Year Key Rate Durat	n/a	Fixed income	$5.0M	Sep 30, 2024	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$4.5M	Sep 30, 2025	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; 10 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$4.1M	Sep 30, 2025	Derived
Other investments	n/a	n/a	n/a	2	$3.3M	Sep 30, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	27	$38.2M	Sep 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	67	$94.2M	Sep 30, 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
Willis Towers Watson US LLC	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Fifth Third Bancorp	trustee	Oct 1, 2022	Sep 30, 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
Blackrock	Investment management	Oct 1, 2023	Sep 30, 2024	no	fact

Relationships

Sponsors (1)

← Amsted Industries IncorporatedPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers Watson US LLCInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Fifth Third BancorpInvestment consultanttrustee
Oct 1, 2022 to Sep 30, 2023factForm 5500

Manages for (1)

← BlackrockInvestment consultantInvestment management
Oct 1, 2023 to Sep 30, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Blackrock no longer appears on Amsted Industries Incorporated Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Blackrock Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Blackrock appears on Amsted Industries Incorporated Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Blackrock Form 5500observed 3 days ago

Show 7 bookkeeping events

Occurred
Sep 30, 2025
Amsted Industries Incorporated Defined Benefit Pension Plan no longer reports WTW Gt Real Asset Fund (Towers Watson Investment Services,) (last held $20M at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Amsted Industries Incorporated Defined Benefit Pension Plan first reports an interest in State St Lng US Govt Bd Ind Nl Fund (State Street - Russell 2000): $18M at 2025-09-30
Occurred
Sep 30, 2025
Amsted Industries Incorporated Defined Benefit Pension Plan no longer reports WTW Gt Diversified Credit Fund (Towers Watson Investment Services,) (last held $21M at 2024-09-30; absent from the 2025-09-30 filing)
Occurred
Sep 30, 2025
Amsted Industries Incorporated Defined Benefit Pension Plan first reports an interest in WTW Gt Long Credit Fund (Towers Watson Investment Services,): $11M at 2025-09-30
Occurred
Oct 1, 2024
Amsted Industries Incorporated Defined Benefit Pension Plan plan assets $134M -> $147M (+10.1%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
Amsted Industries Incorporated Defined Benefit Pension Plan funded ratio 95.0% -> 92.2% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Amsted Industries Incorporated Defined Benefit Pension Plan total assets $134M -> $147M (+10.1%, 2023-09-30 to 2024-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:58c26f56-0dff-4bde-877d-318db59eabd2
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.