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AllocatorsPlancorporate pension<100m

Stahl (USA), Inc. Pension Plan

Allocators

Peabody, MA

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Search this name across graphsid dfx:al:c86199b9-ff57-4dc2-a159-8da7aa9bf34f

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, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
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: $12.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 109%
Participants: 118
Commitments: 36with an amount; holdings are counted apart
Managers: 1
Funds: 12
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; showing 25 of 36

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Core Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Core Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$2.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Core Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.7M	Dec 31, 2024	Separate account	Dol form 5500 pension
Long Duration Bond/ir&m Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$2.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Long Duration Bond/ir&m Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
PRU Long Corporate Bond	Prudential Retirement & Annuity Ins	Fixed income	$2.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Long Duration Bond/ir&m Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Private Placement Sa-30	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Private Placement Sa-30	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Private Placement Sa-30	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.3M	Dec 31, 2024	Separate account	Dol form 5500 pension
Intl Blend/aqr	Prudential Retirement & Annuity Ins	Pooled vehicle	$714,760	Dec 31, 2022	Separate account	Dol form 5500 pension
Intl Blend/aqr	Prudential Retirement & Annuity Ins	Pooled vehicle	$625,691	Dec 31, 2023	Separate account	Dol form 5500 pension
Intl Blend/aqr	Prudential Retirement & Annuity Ins	Pooled vehicle	$553,989	Dec 31, 2024	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$521,766	Dec 31, 2022	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$513,088	Dec 31, 2023	Separate account	Dol form 5500 pension
Dryden S&p 500 Index	Prudential Retirement & Annuity Ins	Pooled vehicle	$464,735	Dec 31, 2024	Separate account	Dol form 5500 pension
Large Cap Value/wellington	Prudential Retirement & Annuity Ins	Public equity	$410,188	Dec 31, 2022	Separate account	Dol form 5500 pension
Large Cp Growth II Fd(ab)	Prudential Retirement & Annuity Ins	Pooled vehicle	$391,860	Dec 31, 2023	Separate account	Dol form 5500 pension
Large Cap Value/wellington	Prudential Retirement & Annuity Ins	Public equity	$384,216	Dec 31, 2023	Separate account	Dol form 5500 pension
Large Cp Growth II Fd(ab)	Prudential Retirement & Annuity Ins	Pooled vehicle	$383,429	Dec 31, 2022	Separate account	Dol form 5500 pension
Large Cp Growth II Fd(ab)	Prudential Retirement & Annuity Ins	Pooled vehicle	$354,133	Dec 31, 2024	Separate account	Dol form 5500 pension
Large Cap Value/wellington	Prudential Retirement & Annuity Ins	Public equity	$333,090	Dec 31, 2024	Separate account	Dol form 5500 pension
Small Cap Growth/timessquare	Prudential Retirement & Annuity Ins	Public equity	$196,737	Dec 31, 2024	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
Insurance company general account	n/a	n/a	n/a	7	$850,913	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	93	$11.2M	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
Empower	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
Global Portfolio Strategies, Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Stahl (USA), Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

← Global Portfolio Strategies, Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
Global Portfolio Strategies, Inc. no longer appears on Stahl (USA), Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Global Portfolio Strategies, Inc.Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Stahl (USA), Inc. Pension Plan funded ratio 106.8% -> 109.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Stahl (USA), Inc. Pension Plan plan assets $17M -> $13M (-24.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Stahl (USA), Inc. Pension Plan funded ratio 125.2% -> 106.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c86199b9-ff57-4dc2-a159-8da7aa9bf34f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Stahl (USA), Inc. Pension Plan

Allocators

Peabody, MA

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:c86199b9-ff57-4dc2-a159-8da7aa9bf34f

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