DFX Intelligence

This allocator's name, 1 more commitment and 2 more dated events

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

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

Corporate pension in Ohio

Corporate pension· Columbus, Ohio

Corporate pension, based in Columbus, Ohio, reporting $908M in assets, for 30,074 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: $908M
Funded ratio: 87.0%
Fund commitments: 2

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

Commitments (2)Allocation policy

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, Total assets changed.

Capital path

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

Corporate pension in Ohio

Funds committed to

EB Temporary Investment2 commitments
Wtc-Cif II Opp Emerging Mrk Dt S1 P2 commitments

Managers

BNY Mellon2 commitments
Wellington Trust Company, Na2 commitments

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

Corporate pension

Assets

$908M

Total assets, Dec 31, 2024 reported

Funded

87.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 84.7%

Consultants and advisers

2 firms

Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500

People

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

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

BNY Mellon2 rows, latest Dec 31, 2023
Wellington Trust Company, Na2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Fidelity Institutional Asset Mgmt Tplan years 2022
Pacific Investmt Management Co LLCplan years 2022
American International Group, Inc.plan years 2022

+1 more Schedule C manager

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

7 events

Dec 31, 2024Assets changed
down $4.4Baskebsa.dol.gov
Jan 1, 2024Funded status changed
7 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
down $4.0Baskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with American International Group, Inc.askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Polaris Capital Management LLCaskebsa.dol.gov

+2 more dated events

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

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$54.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Wtc-Cif II Opp Emerging Mrk Dt S1 Pcollective trust	Wellington Trust Company, Na	Pooled vehicles	$79.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$67.7M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

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

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

Size and funding

32 readings

Total assets

$908M Dec 31, 2024 reported Form 5500

$5.3B (2023-12) · $5.0B (2022-12)

Plan assets

$823M Jan 1, 2024 reported Form 5500

$4.8B (2023-01) · $6.5B (2022-01)

Net assets

$908M Dec 31, 2024 reported Form 5500

$5.3B (2023-12) · $4.9B (2022-12)

Funded ratio

87.0% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 114.1% (2022-01)

Funding target

$759M Jan 1, 2024 reported Form 5500

$5.0B (2023-01) · $4.6B (2022-01)

Discount rate

5.40% Jan 1, 2024 reported Form 5500

5.35% (2023-01) · 5.50% (2022-01)

Participants

30,074 Jan 1, 2024 reported Form 5500

57,570 (2023-01) · 57,056 (2022-01)

Contributions

$139M Dec 31, 2024 reported Form 5500

$318M (2023-12) · $150M (2022-12)

Benefits paid

$15.8M Dec 31, 2024 reported Form 5500

$241M (2023-12) · $234M (2022-12)

Net investment income

$108M Dec 31, 2024 reported Form 5500

$342M (2023-12) · -$1.9B (2022-12)

Investment management fees

$11.6M Dec 31, 2023 reported Form 5500

$11.9M (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	30,074	$823M	$759M	87.0%	$908M	$0	$769M	Not disclosed
2023 to Dec 31, 2023	57,570	$4.8B	$5.0B	80.0%	$5.3B	$1.3B	Not disclosed	Not disclosed
2022 to Dec 31, 2022	57,056	$6.5B	$4.6B	114.1%	$5.0B	$1.5B	Not disclosed	Not disclosed

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

this allocator Sched. D M $769M PY2024
Deloitte Consulting LLP codes 11 PY2024
FMR Corp codes 15 28 50 $2.7M PY2023

+19 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.

Not yet on record: managers.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+4 more changes on this record's ledger

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

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

+7 connections on the graph

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