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AllocatorsPlancorporate pension<100m

Smith Dairy Products Company Retirement Plan

Allocators

Orrville, 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:7ac77589-a660-4ed1-83cc-1552824e3ab5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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: $0latest reading; see basis
Assets as of: Sep 29, 2024
Assets basis: REPORTED
Funded ratio: 82%
Participants: 126
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: Sep 29, 2023
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

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	45	$2.0M	Sep 29, 2023	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	0	$3,546	Sep 29, 2023	Derived
Registered investment companies	n/a	n/a	n/a	38	$1.6M	Sep 29, 2023	Derived
Common stock	n/a	n/a	n/a	14	$624,352	Sep 29, 2023	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
Cbiz Benefits & Insurance Services	actuary	Sep 30, 2022	Sep 29, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Smithfoods Inc.Plan sponsorPlan sponsor
Sep 30, 2022 to presentfactForm 5500

Advised by (1)

→ Cbiz Benefits & Insurance ServicesInvestment consultantactuary
Sep 30, 2022 to Sep 29, 2023factForm 5500

Dated events

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

Show 2 bookkeeping events

Occurred
Sep 29, 2024
Smith Dairy Products Company Retirement Plan total assets $4M -> $0 (-100.0%, 2023-09-29 to 2024-09-29)
Occurred
Sep 30, 2023
Smith Dairy Products Company Retirement Plan funded ratio 80.0% -> 82.1% (2022-09-30 to 2023-09-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:7ac77589-a660-4ed1-83cc-1552824e3ab5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.

Smith Dairy Products Company Retirement Plan

Allocators

Orrville, 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:7ac77589-a660-4ed1-83cc-1552824e3ab5

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$2.0M

Sep 29, 2023

Derived

Corporate debt instruments (preferred)

n/a

$3,546

Sep 29, 2023

Derived

Registered investment companies

n/a

$1.6M

Sep 29, 2023

Derived

Common stock

n/a

$624,352

Sep 29, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Cbiz Benefits & Insurance Services

actuary

Sep 30, 2022

Sep 29, 2023

fact

Dol form 5500 pension