DFX Intelligence

This allocator's name, 2 more managers, 13 more commitments and 3 more dated events

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Corporate pension in Ohio

Corporate pension· Columbus, Ohio

Corporate pension, based in Columbus, Ohio, reporting $112M in assets, for 467 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: $112M
Funded ratio: 86.7%
Fund commitments: 6
Managers: 2

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

Commitments (6)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 ended.

Capital path

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

Corporate pension in Ohio

Funds committed to

Eaton Vance Institutional Sr Ln Fd3 commitments
Martingle Inv Trust Series I3 commitments
Legal & General Long Duration U.S.3 commitments

All 6

Managers

Legal and General6 commitments
Eaton Vance3 commitments
Martingale Asset Management, L.P.3 commitments

All 5

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

Corporate pension

Assets

$112M

Total assets, Mar 31, 2025 reported

Funded

86.7%

Apr 1, 2024

Private markets target

no policy read

policy Mar 31, 2025

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.6%
Common/collective trusts 81.4%
Registered investment companies 11.4%
Common stock 5.7%

Consultants and advisers

2 firms

Prudential Bank & Trust Company Trusteethrough Mar 31, 2025 Form 5500
Willis Towers Watson US LLC Actuarythrough Mar 31, 2023 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Legal and General6 rows, latest Mar 31, 2025
Eaton Vance3 rows, latest Mar 31, 2025
Martingale Asset Management, L.P.3 rows, latest Mar 31, 2025

+2 more managers received commitments

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

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From Schedule C (investment management, code 28)

Martingale Asset Management, L.P.plan years
Axiom International Investorsplan years 2023
Northern Trust Co.plan years 2024

+2 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

8 events

Dec 31, 2024Manager relationship endedinference
with Northern Trust Co.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Axiom International Investorsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with UBS Global Asset Managementaskebsa.dol.gov
Apr 1, 2024Funded status changed
down 4 pointsaskebsa.dol.gov
Mar 31, 2024Holding endedinference
with Axiom Invt Trust II - Emerg Markets$1.5Maskebsa.dol.gov

+3 more dated events

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

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

Commitments

16 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Mar 31, 2025	Eaton Vance Institutional Sr Ln Fdcollective trust	Eaton Vance	Pooled vehicles	$5.0M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Martingle Inv Trust Series Icollective trust	Martingale Asset Management, L.P.	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Legal & General Long Duration U.S.collective trust	Legal and General	Fixed income	$57.4M held	Disclosed holding	askebsa.dol.gov

+13 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

32 readings

Total assets

$112M Mar 31, 2025 reported Form 5500

$111M (2024-03) · $112M (2023-03)

Plan assets

$111M Apr 1, 2024 reported Form 5500

$113M (2023-04) · $180M (2022-04)

Net assets

$112M Mar 31, 2025 reported Form 5500

$111M (2024-03) · $112M (2023-03)

Funded ratio

86.7% Apr 1, 2024 reported Form 5500

90.6% (2023-04) · 101.9% (2022-04)

Funding target

$81.3M Apr 1, 2024 reported Form 5500

$82.5M (2023-04) · $116M (2022-04)

Discount rate

5.40% Apr 1, 2024 reported Form 5500

5.41% (2023-04) · 5.53% (2022-04)

Participants

467 Apr 1, 2024 reported Form 5500

489 (2023-04) · 944 (2022-04)

Contributions

$0 Mar 31, 2025 reported Form 5500

$0 (2024-03) · $0 (2023-03)

Benefits paid

$2.6M Mar 31, 2025 reported Form 5500

$9.2M (2024-03) · $49.6M (2023-03)

Net investment income

$1.3M Mar 31, 2025 reported Form 5500

-$1.5M (2024-03) · -$67.5M (2023-03)

Investment management fees

$301,359 Mar 31, 2025 reported Form 5500

$173,492 (2024-03)

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 Mar 31, 2025	467	$111M	$81.3M	86.7%	$112M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	489	$113M	$82.5M	90.6%	$111M	$0	Not disclosed	Not disclosed
2022 to Mar 31, 2023	944	$180M	$116M	101.9%	$112M	$45,271	Not disclosed	Not disclosed

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

Legal & General Investment codes 28 50 $271,164 PY2024
Prudential Bank & Trust Company codes 21 50 $30,195 PY2024
Legal & General Lg Dur US Credit Sched. D C $57.4M PY2024

+26 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.

Record history

8 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-03-31source
Funded status changed
2023-04-01source
Funded status changed
2024-04-01source

+5 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

+9 connections on the graph

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