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AllocatorsPlancorporate pension<100m

Paperworks Industries, Inc. Pension Plan for Hourly Employees

Allocators

Fort Washington, PA

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Search this name across graphsid dfx:al:9372dbdc-c373-4da1-bbc7-be03122eb0a3

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 6
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: $8.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 89%
Participants: 286
Commitments: 24with an amount; holdings are counted apart
Managers: 1
Funds: 8
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
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$1.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$1.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$1.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$962,458	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$961,748	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$884,386	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$506,327	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$458,616	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$434,639	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$426,157	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$389,640	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$337,462	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Spec Pref Cap Sec Inc R4	Principal	Pooled vehicle	$328,893	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Spec Pref Cap Sec Inc R4	Principal	Pooled vehicle	$314,269	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Spec Pref Cap Sec Inc R4	Principal	Pooled vehicle	$309,507	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$90,875	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$89,111	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$86,906	Dec 31, 2022	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	82	$6.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	18	$1.4M	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
Lockton Investment Advisors, LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Creative Planning	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cbiz	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Paperworks Industries, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Lockton Investment Advisors, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Creative PlanningInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ CbizInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
Lockton Investment Advisor no longer appears on Paperworks Industries, Inc. Pension Plan for Hourly Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Lockton Investment Advisors, LLC Form 5500observed 5 days ago

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Paperworks Industries, Inc. Pension Plan for Hourly Employees funded ratio 81.7% -> 88.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Paperworks Industries, Inc. Pension Plan for Hourly Employees plan assets $7M -> $8M (+10.4%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Paperworks Industries, Inc. Pension Plan for Hourly Employees total assets $7M -> $8M (+10.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Paperworks Industries, Inc. Pension Plan for Hourly Employees funded ratio 105.8% -> 81.7% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Paperworks Industries, Inc. Pension Plan for Hourly Employees plan assets $9M -> $7M (-21.5%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:9372dbdc-c373-4da1-bbc7-be03122eb0a3
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Paperworks Industries, Inc. Pension Plan for Hourly Employees

Allocators

Fort Washington, 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:9372dbdc-c373-4da1-bbc7-be03122eb0a3

Vehicle

Manager

Bucket

Value

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Source