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AllocatorsPlancorporate pension<100m

The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.

Allocators

Cambridge, OH

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Search this name across graphsid dfx:al:d6b4da82-5e8c-4bd3-b9d8-91861416dc7f

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, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 8
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: $5.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 115%
Participants: 117
Commitments: 27with an amount; holdings are counted apart
Managers: 1
Funds: 10
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 27

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.2M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$2.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$1.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$1.8M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$994,148	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$851,877	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$509,292	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$454,876	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$446,390	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$299,273	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$292,646	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$254,778	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$134,576	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$114,571	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$106,666	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$101,448	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$78,833	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$70,852	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Intl Smallcap Sep Acct-Z	Principal	Pooled vehicle	$63,112	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$62,945	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$52,699	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$29,641	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$5.9M	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
Global Retirement Partners	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Principal Global Investors LLC	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← AMG Vanadium LLCPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Global Retirement PartnersInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Principal Global Investors LLCInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Global Retirement Partners LLC no longer appears on The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Global Retirement Partners Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
Principal Global Investors, LLC no longer appears on The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Principal Global Investors LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc. no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $70,852 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$70,852
Occurred
Dec 31, 2023
Consultant changed
Global Retirement Partners LLC appears on The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Global Retirement Partners Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Principal Global Investors, LLC appears on The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Principal Global Investors LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc. no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $63,112 at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$63,112

Show 2 bookkeeping events

Occurred
Jan 1, 2023
The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc. plan assets $8M -> $6M (-22.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc. funded ratio 129.2% -> 116.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:d6b4da82-5e8c-4bd3-b9d8-91861416dc7f
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.

The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.

Allocators

Cambridge, 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:d6b4da82-5e8c-4bd3-b9d8-91861416dc7f

Vehicle

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