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AllocatorsPlancorporate pension<100m

Champion Discs, Inc. Cash Balance Pension Plan

Allocators

Ontario, CA

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:61da264f-c38d-4b01-a93b-11aa5004d1f3

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, 2:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
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: $4.8Mlatest reading; see basis
Assets as of: Apr 30, 2025
Assets basis: REPORTED
Funded ratio: 132%
Participants: 156
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Apr 30, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	17	$817,170	Apr 30, 2025	Derived
Other investments	n/a	n/a	n/a	2	$109,273	Apr 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	81	$3.8M	Apr 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
Rockefeller Capital Management	Investment adviser	May 1, 2023	Apr 30, 2024	no	fact	Dol form 5500 pension
OHA & Associates, Inc.	actuary	May 1, 2023	Apr 30, 2024	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Champion Discs, IncPlan sponsorPlan sponsor
May 1, 2023 to presentfactForm 5500

Advised by (2)

→ Rockefeller Capital ManagementInvestment consultantInvestment adviser
May 1, 2023 to Apr 30, 2024factForm 5500
→ OHA & Associates, Inc.Investment consultantactuary
May 1, 2023 to Apr 30, 2024factForm 5500

Dated events

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

Show 1 bookkeeping events

Occurred
May 1, 2024
Champion Discs, Inc. Cash Balance Pension Plan plan assets $4M -> $5M (+10.4%, 2023-05-01 to 2024-05-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:61da264f-c38d-4b01-a93b-11aa5004d1f3
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.

Champion Discs, Inc. Cash Balance Pension Plan

Allocators

Ontario, CA

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:61da264f-c38d-4b01-a93b-11aa5004d1f3

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$817,170

Apr 30, 2025

Derived

Other investments

n/a

$109,273

Apr 30, 2025

Derived

Registered investment companies

n/a

$3.8M

Apr 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Rockefeller Capital Management

Investment adviser

May 1, 2023

Apr 30, 2024

fact

Dol form 5500 pension

OHA & Associates, Inc.

actuary

May 1, 2023

Apr 30, 2024

fact

Dol form 5500 pension