DFX Intelligence

This allocator's name, 1 more adviser, 5 more commitments and 4 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 West Virginia

Corporate pension· Huntington, West Virginia

Corporate pension, based in Huntington, West Virginia, reporting $259M in assets, for 2,480 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: $259M
Funded ratio: 97.7%
Fund commitments: 4

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

Commitments (4)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, Changed investment consultant to UBS Financial Services Inc.

Capital path

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

Corporate pension in West Virginia

Funds committed to

Prin Liquid Assets Sep Acct-Z3 commitments
Principal Smallcap Sep Acct-R62 commitments
Prin Lgcp S&p 500 Index Sa-Z2 commitments

All 4

Managers

Principal8 commitments

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

Corporate pension

Assets

$259M

Total assets, Dec 31, 2024 reported

Funded

97.7%

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)

Interest-bearing cash 0.4%
Corporate debt instruments (other) 86.7%
U.S. Government securities 9.4%
Pooled separate accounts 2.2%
Common stock 0.0%

Consultants and advisers

4 firms

Morgan Stanley Smith Barney, LLC Pension consultantthrough Dec 31, 2022 Form 5500
UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
First State Trust Company Trusteethrough Dec 31, 2023 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

Principal8 rows, latest Dec 31, 2024

What changed

9 events

Dec 31, 2024Holding endedinference
with Principal$2.8Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Principal$26.1Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with UBS Financial Services Inc.askebsa.dol.gov
Dec 31, 2024Assets changed
$187Maskebsa.dol.gov
Jan 1, 2024Assets changed
$188Maskebsa.dol.gov

+4 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

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$5.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal Smallcap Sep Acct-R6separate account	Principal	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Liquid Assets Sep Acct-Zseparate account	Principal	Pooled vehicles	$799,993 held	Disclosed holding	askebsa.dol.gov

+5 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

32 readings

Total assets

$259M Dec 31, 2024 reported Form 5500

$71.2M (2023-12) · $66.4M (2022-12)

Plan assets

$255M Jan 1, 2024 reported Form 5500

$66.4M (2023-01) · $86.1M (2022-01)

Net assets

$259M Dec 31, 2024 reported Form 5500

$71.2M (2023-12) · $66.4M (2022-12)

Funded ratio

97.7% Jan 1, 2024 reported Form 5500

96.4% (2023-01) · 109.0% (2022-01)

Funding target

$267M Jan 1, 2024 reported Form 5500

$75.7M (2023-01) · $73.9M (2022-01)

Discount rate

5.17% Jan 1, 2024 reported Form 5500

5.33% (2023-01) · 5.50% (2022-01)

Participants

2,480 Jan 1, 2024 reported Form 5500

1,170 (2023-01) · 1,197 (2022-01)

Contributions

$546,500 Dec 31, 2024 reported Form 5500

$464,474 (2023-12) · $0 (2022-12)

Benefits paid

$9.7M Dec 31, 2024 reported Form 5500

$5.8M (2023-12) · $3.4M (2022-12)

Net investment income

$3.1M Dec 31, 2024 reported Form 5500

$4.8M (2023-12) · -$19.7M (2022-12)

Investment management fees

$58,435 Dec 31, 2024 reported Form 5500

$126,889 (2023-12)

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	2,480	$255M	$267M	97.7%	$259M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,170	$66.4M	$75.7M	96.4%	$71.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,197	$86.1M	$73.9M	109.0%	$66.4M	Not disclosed	Not disclosed	Not disclosed

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

Principal Life Insurance Company codes 13 50 64 $163,423 PY2024
Morgan Stanley Smith Barney LLC codes 17 27 50 $30,207 PY2024
UBS Financial Services, Inc codes 27 50 $28,228 PY2024

+24 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.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

9 dated events on the change ledger, latest first

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

+6 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

+5 connections on the graph

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