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AllocatorsPlancorporate pension<100m

Pension Plan for Hourly Rated Employees of Midwesco Filter Resources, Inc., Winchester, Virginia

Allocators

Niles, IL

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:e7075f13-dd53-43fc-8a8c-c929b8a92121

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, 6:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
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: $917,008latest reading; see basis
Assets as of: Jan 31, 2023
Assets basis: REPORTED
Funded ratio: 142%
Participants: 235
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: Jan 31, 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	100	$913,846	Jan 31, 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
Ascensus	actuary	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension
Oxford Financial Group, Ltd	Investment adviser	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension
Fifth Third Bank	trustee	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension
Nyhart	actuary	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Midwesco Filter Resources, Inc.Plan sponsorPlan sponsor
Feb 1, 2022 to presentfactForm 5500

Advised by (4)

→ AscensusInvestment consultantactuary
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ Oxford Financial Group, LtdInvestment consultantInvestment adviser
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ Fifth Third BankInvestment consultanttrustee
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ NyhartInvestment consultantactuary
Feb 1, 2022 to Jan 31, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:e7075f13-dd53-43fc-8a8c-c929b8a92121
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.

Pension Plan for Hourly Rated Employees of Midwesco Filter Resources, Inc., Winchester, Virginia

Allocators

Niles, IL

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:e7075f13-dd53-43fc-8a8c-c929b8a92121

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

100

$913,846

Jan 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Ascensus

actuary

Feb 1, 2022

Jan 31, 2023

fact

Dol form 5500 pension

Oxford Financial Group, Ltd

Investment adviser

Feb 1, 2022

Jan 31, 2023

fact

Dol form 5500 pension

Fifth Third Bank

trustee

Feb 1, 2022

Jan 31, 2023

fact

Dol form 5500 pension

Nyhart

actuary

Feb 1, 2022

Jan 31, 2023

fact

Dol form 5500 pension