DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager, 31 more commitments and 13 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.

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Corporate pension in Ohio

Corporate pension· Beachwood, Ohio

Corporate pension, based in Beachwood, Ohio, reporting $5,644 in assets, for 2,442 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $5,644
Funded ratio: 102.2%
Fund commitments: 16
Managers: 2

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

Commitments (16)Allocation policy Consultants

As of 2025-12-31 · 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 2025, 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

AON Mid Duration Long Credit Bond F3 commitments
AON Long Credit Bond Fund3 commitments
AON Long Government Bond Index Fund3 commitments

All 16

Managers

AON Trust Company LLC25 commitments
Nisa4 commitments
Northern Trust Investments, Inc.3 commitments

All 4

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

Corporate pension

Assets

$5,644

Total assets, Dec 31, 2025 reported

Funded

102.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 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)

Non-interest-bearing cash 0.4%
Common/collective trusts 98.7%

Consultants and advisers

4 firms

AON Investments USA Inc Pension consultantthrough Dec 31, 2025 Form 5500
Aon Actuarythrough Dec 31, 2025 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2025 Form 5500

+1 more consultant or adviser 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

4 managers on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC25 rows, latest Dec 31, 2024
Nisa4 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024

+1 more manager received commitments

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

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

From Schedule C (investment management, code 28)

Nisaplan years
AON Investments USA Incplan years

What changed

18 events

Dec 31, 2025Assets changed
down $82.2Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with AON Trust Company LLC$7.1Maskebsa.dol.gov
Dec 31, 2024Holding started
with AON Trust Company LLC$19.8Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with AON Trust Company LLC$2.8Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with AON Trust Company LLC$2.2Maskebsa.dol.gov

+13 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

34 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Nisa Ultra Long Treasury Cifcollective trust	Nisa	Fixed income	$376,115 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Intermediate Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$19.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Mid Duration Long Credit Bond Fcollective trust	AON Trust Company LLC	Private credit	$77,589 held	Disclosed holding	askebsa.dol.gov

+31 more commitments

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

36 readings

Total assets

$5,644 Dec 31, 2025 reported Form 5500

$82.2M (2024-12) · $138M (2023-12) · $119M (2022-12)

Plan assets

$131M Jan 1, 2024 reported Form 5500

$119M (2023-01) · $167M (2022-01)

Net assets

$5,644 Dec 31, 2025 reported Form 5500

$81.4M (2024-12) · $135M (2023-12) · $119M (2022-12)

Funded ratio

102.2% Jan 1, 2024 reported Form 5500

91.5% (2023-01) · 113.4% (2022-01)

Funding target

$127M Jan 1, 2024 reported Form 5500

$131M (2023-01) · $128M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.06% (2023-01) · 5.45% (2022-01)

Participants

2,442 Jan 1, 2025 reported Form 5500

3,796 (2024-01) · 3,858 (2023-01) · 3,920 (2022-01)

Contributions

$0 Dec 31, 2025 reported Form 5500

$0 (2024-12) · $13.0M (2023-12) · $0 (2022-12)

Benefits paid

$74.8M Dec 31, 2025 reported Form 5500

$48.0M (2024-12) · $7.6M (2023-12) · $8.3M (2022-12)

Net investment income

-$74.1M Dec 31, 2025 reported Form 5500

-$54.1M (2024-12) · $16.6M (2023-12) · -$48.4M (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	2,442	Not disclosed	Not disclosed	n/a	$5,644	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	3,796	$131M	$127M	102.2%	$82.2M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,858	$119M	$131M	91.5%	$138M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,920	$167M	$128M	113.4%	$119M	Not disclosed	$0	Not disclosed

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

AON Consulting, Inc. codes 11 50 $804,946 PY2025
Northern Trust Company codes 21 50 $126,972 PY2025
AON Investments, Inc. codes 17 50 $48,160 PY2025

+65 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 5 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 5 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.

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Record history

18 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle started
2023-12-31source

+15 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

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