This allocator's name, 2 more advisers and 5 more commitments

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Corporate pension in Ohio

Corporate pension· Holland, Ohio

Corporate pension, based in Holland, Ohio, reporting $102M in assets, for 698 participants.

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

Assets
$102M
Funded ratio
114.2%
Fund commitments
2
Managers
1
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Commitments (2)Allocation policyManagers
As of · 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: 1 Jan 2025, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Ohio
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$102M
Total assets, Dec 31, 2025 reported
Funded
114.2%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
2
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Corporate debt instruments (other) 3.3%
  • U.S. Government securities 7.9%
  • Other investments 0.0%
  • Other loans 6.8%
  • 103-12 investment entities 14.9%
  • Common/collective trusts 9.8%
  • Registered investment companies 42.6%
  • Common stock 13.3%
  • Real estate (other than employer real property) 0.0%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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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
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
8 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Pimco Stocksplus, L.P.103 12 iePimcoPooled vehicles$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pimco Stocksplus, L.P.103 12 iePimcoPooled vehicles$15.3M heldDisclosed holdingaskebsa.dol.gov

+5 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
40 readings
Total assets
$102M Dec 31, 2025 reported Form 5500
$98.2M (2024-12) · $96.6M (2023-12) · $96.5M (2022-12)
Plan assets
$98.1M Jan 1, 2025 reported Form 5500
$96.6M (2024-01) · $96.5M (2023-01) · $125M (2022-01)
Net assets
$102M Dec 31, 2025 reported Form 5500
$98.1M (2024-12) · $96.6M (2023-12) · $96.5M (2022-12)
Funded ratio
114.2% Jan 1, 2025 reported Form 5500
120.7% (2024-01) · 117.2% (2023-01) · 124.2% (2022-01)
Funding target
$77.2M Jan 1, 2025 reported Form 5500
$80.4M (2024-01) · $87.5M (2023-01) · $89.9M (2022-01)
Discount rate
8.00% Jan 1, 2025 reported Form 5500
8.00% (2024-01) · 8.00% (2023-01) · 8.00% (2022-01)
Participants
698 Jan 1, 2025 reported Form 5500
700 (2024-01) · 678 (2023-01) · 806 (2022-01)
Benefits paid
$8.9M Dec 31, 2025 reported Form 5500
$9.1M (2024-12) · $10.8M (2023-12) · $9.6M (2022-12)
Net investment income
$4.0M Dec 31, 2025 reported Form 5500
$1.6M (2024-12) · $76,975 (2023-12) · -$28.1M (2022-12)
Investment management fees
$147,646 Dec 31, 2025 reported Form 5500
$147,194 (2024-12) · $138,415 (2023-12) · $148,827 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025698$98.1M$77.2M114.2%$102MNot disclosedNot disclosed$2,091
2024 to Dec 31, 2024700$96.6M$80.4M120.7%$98.2MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023678$96.5M$87.5M117.2%$96.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022806$125M$89.9M124.2%$96.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+45 more service providers

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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 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Funded status changed
    2025-01-01source

+1 more change 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

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+8 connections on the graph

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