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AllocatorsPlancorporate pension<100m

Pension Plan for Employees of Magnesita Refractories Company

Allocators

York, PA

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Search this name across graphsid dfx:al:604fada4-900d-435a-a99a-b79b3e5d4d49

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, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
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: $71.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 551
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
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
Commingled Pension Trust Fund (ldi	JP Morgan Chase	Pooled vehicle	$41.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Commingled Pension Trust Fund (ldi	JP Morgan Chase	Pooled vehicle	$40.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Commingled Pension Trust Fund (ldi	JP Morgan Chase	Pooled vehicle	$38.5M	Dec 31, 2024	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; 19 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	9	$6.4M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$512,949	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	3	$2.2M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	14	$10.0M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	54	$38.5M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	18	$12.6M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	1	$971,563	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
Bank of America	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	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
JP Morgan Chase	n/a	Dec 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← JP Morgan ChaseManager with allocator capital
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← Magnesita Refractories CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Bank of AmericaInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Pension Plan for Employees of Magnesita Refractories Company plan assets $89M -> $68M (-24.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Pension Plan for Employees of Magnesita Refractories Company funded ratio 106.4% -> 91.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:604fada4-900d-435a-a99a-b79b3e5d4d49
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.

Pension Plan for Employees of Magnesita Refractories Company

Allocators

York, PA

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:604fada4-900d-435a-a99a-b79b3e5d4d49

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Commingled Pension Trust Fund (ldi

JP Morgan Chase

Pooled vehicle

$41.5M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Commingled Pension Trust Fund (ldi

JP Morgan Chase

Pooled vehicle

$40.9M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Commingled Pension Trust Fund (ldi

JP Morgan Chase

Pooled vehicle

$38.5M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$6.4M

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$512,949

Dec 31, 2024

Derived

U.S. Government securities

n/a

$2.2M

Dec 31, 2024

Derived

Other investments

n/a

$10.0M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$38.5M

Dec 31, 2024

Derived

Registered investment companies

n/a

$12.6M

Dec 31, 2024

Derived

Common stock

n/a

$971,563

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Bank of America

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

AON Consulting, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

JP Morgan Chase

n/a

Dec 31, 2023

n/a

yes

fact