DFX Intelligence

This allocator's name, 3 more advisers, 12 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Ohio

Corporate pension· Columbus, Ohio

Corporate pension, based in Columbus, Ohio, reporting $4.1B in assets, for 33,219 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $4.1B
Funded ratio: 80.1%
Fund commitments: 5
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (5)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Ohio

Funds committed to

Commingled Pension Trust Fund (spec3 commitments
Long Duration Investmnt Grade Fund3 commitments
Bnym Melon Db Sl Acwi Fund3 commitments

All 5

Managers

BNY Mellon6 commitments
Jpmorgan Special Situations3 commitments
JP Morgan Chase3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$4.1B

Total assets, Dec 31, 2024 reported

Funded

80.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.7%
Non-interest-bearing cash 0.1%
Corporate debt instruments (other) 9.5%
Corporate debt instruments (preferred) 12.0%
U.S. Government securities 22.4%
Other investments 2.6%
Partnership/joint venture interests 13.8%
103-12 investment entities 0.1%
Common/collective trusts 14.8%
Registered investment companies 4.3%
Common stock 15.3%

Consultants and advisers

6 firms

AON Investments USA Inc General consultantthrough Dec 31, 2022 Form 5500
J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
Polaris Capital Management LLC Directed trusteethrough Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

BNY Mellon6 rows, latest Dec 31, 2024
Jpmorgan Special Situations3 rows, latest Dec 31, 2024
JP Morgan Chase3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

JP Morgan Chaseplan years
River & Mercantileplan years 2024
Polaris Capital Management LLCplan years 2024

+13 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

6 events

Dec 31, 2024Manager relationship started
with Polaris Capital Management LLCaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with AON Investments USA Incaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with AON Investments USA Incaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Stone Harbor Investment Partners LPaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 25 pointsaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

15 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Commingled Pension Trust Fund (speccollective trust	Jpmorgan Special Situations	Pooled vehicles	$1 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Duration Investmnt Grade Fundcollective trust	JP Morgan Chase	Fixed income	$107M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bnym Melon Db Sl Acwi Fundcollective trust	BNY Mellon	Pooled vehicles	$495M held	Disclosed holding	askebsa.dol.gov

+12 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$4.1B Dec 31, 2024 reported Form 5500

$4.5B (2023-12) · $4.5B (2022-12)

Plan assets

$4.1B Jan 1, 2024 reported Form 5500

$4.1B (2023-01) · $5.4B (2022-01)

Net assets

$4.0B Dec 31, 2024 reported Form 5500

$4.4B (2023-12) · $4.4B (2022-12)

Funded ratio

80.1% Jan 1, 2024 reported Form 5500

80.5% (2023-01) · 105.0% (2022-01)

Funding target

$3.9B Jan 1, 2024 reported Form 5500

$4.0B (2023-01) · $4.0B (2022-01)

Discount rate

5.06% Jan 1, 2024 reported Form 5500

5.18% (2023-01) · 5.33% (2022-01)

Participants

33,219 Jan 1, 2024 reported Form 5500

33,132 (2023-01) · 33,645 (2022-01)

Contributions

$94.7M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$568M Dec 31, 2024 reported Form 5500

$400M (2023-12) · $449M (2022-12)

Net investment income

-$377M Dec 31, 2024 reported Form 5500

-$10.6M (2023-12) · -$1.4B (2022-12)

Investment management fees

$8.2M Dec 31, 2024 reported Form 5500

$10.3M (2023-12) · $9.5M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	33,219	$4.1B	$3.9B	80.1%	$4.1B	$562M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	33,132	$4.1B	$4.0B	80.5%	$4.5B	$580M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	33,645	$5.4B	$4.0B	105.0%	$4.5B	$702M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Telus Health codes 15 38 50 $1.4M PY2024
Jennison Associates codes 28 50 51 $1.2M PY2024
Polaris Capital Management codes 28 50 51 68 71 $1.0M PY2024

+78 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 9 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 9 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Consultant changed
2023-12-31source
Manager relationship ended
2023-12-31source

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+23 connections on the graph

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