DFX Intelligence

This allocator's name, 4 more advisers and 3 more dated events

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Corporate pension in Ohio

Corporate pension· Westlake, Ohio

Corporate pension, based in Westlake, Ohio, for 378 participants.

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

As of 2025-10-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 85.8%
Managers: 2

Open searches Allocation policy Consultants

Managers

As of 2025-10-31 · 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 Oct 2025, Total assets changed.

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

Corporate pension

Assets

not established

Total assets, Oct 31, 2025 reported

Funded

85.8%

Nov 1, 2024

Private markets target

no policy read

policy Oct 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Oct 31, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 94.8%

Consultants and advisers

7 firms

Fisher Asset Management LLC Investment adviser (plan)through Oct 31, 2025 Form 5500
Fisher Investments Investment adviser (plan)through Oct 31, 2024 Form 5500
Mercer Investments LLC Pension consultantthrough Oct 31, 2023 Form 5500

+4 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 Schedule C

From Schedule C (investment management, code 28)

Champlain Investment Partners LLCplan years 2024
Logan Circle Partners, LPplan years 2024
J.P. Morgan Investment Managementplan years 2023

What changed

8 events

Oct 31, 2025Assets changed
down $34.3Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with J.P. Morgan Investment Managementaskebsa.dol.gov
Nov 1, 2024Funded status changed
down 5 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Fisher Investmentsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Logan Circle Partners, LPaskebsa.dol.gov

+3 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

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings

Total assets

$0 Oct 31, 2025 reported Form 5500

$34.3M (2024-10) · $31.8M (2023-10)

Plan assets

$33.4M Nov 1, 2024 reported Form 5500

$32.0M (2023-11) · $34.9M (2022-11)

Net assets

$0 Oct 31, 2025 reported Form 5500

$34.3M (2024-10) · $31.8M (2023-10)

Funded ratio

85.8% Nov 1, 2024 reported Form 5500

90.5% (2023-11) · 101.1% (2022-11)

Funding target

$28.8M Nov 1, 2024 reported Form 5500

$30.7M (2023-11) · $30.5M (2022-11)

Discount rate

5.32% Nov 1, 2024 reported Form 5500

5.12% (2023-11) · 5.30% (2022-11)

Participants

378 Nov 1, 2024 reported Form 5500

385 (2023-11) · 392 (2022-11)

Benefits paid

$2.5M Oct 31, 2025 reported Form 5500

$2.6M (2024-10) · $2.4M (2023-10)

Net investment income

-$586,742 Oct 31, 2025 reported Form 5500

$2.5M (2024-10) · -$2.9M (2023-10)

Investment management fees

$85,325 Oct 31, 2025 reported Form 5500

$135,046 (2024-10) · $97,353 (2023-10)

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 Oct 31, 2025	378	$33.4M	$28.8M	85.8%	$0	Not disclosed	$0	Not disclosed
2023 to Oct 31, 2024	385	$32.0M	$30.7M	90.5%	$34.3M	Not disclosed	$32.5M	Not disclosed
2022 to Oct 31, 2023	392	$34.9M	$30.5M	101.1%	$31.8M	Not disclosed	$31.5M	Not disclosed

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

Mercer codes 17 $119,442 PY2024
Fidelity Investments codes 15 $56,749 PY2024
JP Morgan Investment Mgmt, Inc. codes 28 $40,633 PY2024

+23 more service providers

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

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Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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: assets, fund commitments.

Record history

8 dated events on the change ledger, latest first

Funded status changed
2023-11-01source
Funded status changed
2024-11-01source
Consultant changed
2023-12-31source

+5 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

+11 connections on the graph

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