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AllocatorsPlancorporate pension<100m

Pension Plan for the Employees of Ennis, Inc.

Allocators

Midlothian, TX

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:f4bff650-8218-4a3a-a50a-b352ad5db110

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, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
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: $53.3Mlatest reading; see basis
Assets as of: Feb 28, 2025
Assets basis: REPORTED
Funded ratio: 95%
Participants: 834
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: Feb 28, 2025
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; 17 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$842,545	Feb 28, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	24	$12.5M	Feb 28, 2025	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	44	$23.4M	Feb 28, 2025	Derived
Registered investment companies	n/a	n/a	n/a	25	$13.1M	Feb 28, 2025	Derived
Common stock	n/a	n/a	n/a	6	$3.3M	Feb 28, 2025	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
Alliance Bernstein, L.P.	Investment adviser	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
Definiti	actuary	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
Cambria Investors, LLC	Investment adviser	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
Macquarie (delaware)	Investment adviser	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
Bnym Walter Sc Intl Sma	Investment adviser	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
PNC Bank	trustee	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Ennis, Inc.Plan sponsorPlan sponsor
Mar 1, 2022 to presentfactForm 5500

Advised by (6)

→ Alliance Bernstein, L.P.Investment consultantInvestment adviser
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ DefinitiInvestment consultantactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ Cambria Investors, LLCManager with allocator capitalInvestment adviser
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ Macquarie (delaware)Manager with allocator capitalInvestment adviser
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ Bnym Walter Sc Intl SmaInvestment consultantInvestment adviser
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ PNC BankInvestment consultanttrustee
Mar 1, 2022 to Feb 28, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Cambiar Investors no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Cambria Investors, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Delaware Large Cap Value no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Macquarie (delaware)Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Alliancebernstein Cons Growth no longer appears on Pension Plan for the Employees of Ennis, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Alliance Bernstein, L.P.Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
Mar 1, 2024
Pension Plan for the Employees of Ennis, Inc. funded ratio 92.6% -> 95.3% (2023-03-01 to 2024-03-01)
Occurred
Mar 1, 2023
Pension Plan for the Employees of Ennis, Inc. plan assets $61M -> $49M (-19.2%, 2022-03-01 to 2023-03-01)
Occurred
Mar 1, 2023
Pension Plan for the Employees of Ennis, Inc. funded ratio 116.2% -> 92.6% (2022-03-01 to 2023-03-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f4bff650-8218-4a3a-a50a-b352ad5db110
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 the Employees of Ennis, Inc.

Allocators

Midlothian, TX

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:f4bff650-8218-4a3a-a50a-b352ad5db110

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$842,545

Feb 28, 2025

Derived

U.S. Government securities

n/a

$12.5M

Feb 28, 2025

Derived

Corporate debt instruments (preferred)

n/a

$23.4M

Feb 28, 2025

Derived

Registered investment companies

n/a

$13.1M

Feb 28, 2025

Derived

Common stock

n/a

$3.3M

Feb 28, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Alliance Bernstein, L.P.

Investment adviser

Mar 1, 2022

Feb 28, 2023

fact

Dol form 5500 pension

Definiti

actuary

Mar 1, 2022

Feb 28, 2023

fact

Dol form 5500 pension

Cambria Investors, LLC

Investment adviser

Mar 1, 2022

Feb 28, 2023

fact

Dol form 5500 pension

Macquarie (delaware)

Investment adviser

Mar 1, 2022

Feb 28, 2023

fact

Dol form 5500 pension

Bnym Walter Sc Intl Sma

Investment adviser

Mar 1, 2022

Feb 28, 2023

fact

Dol form 5500 pension

PNC Bank

trustee

Mar 1, 2022

Feb 28, 2023

fact

Dol form 5500 pension