DFX Intelligence

This allocator's name, 7 more advisers, 13 more commitments and 48 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· Shaker Heights, Ohio

Corporate pension, based in Shaker Heights, Ohio, reporting $920M in assets, for 36,345 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: $920M
Funded ratio: 92.4%
Fund commitments: 6
Managers: 5

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, Holding ended.

Capital path

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

Corporate pension in Ohio

Funds committed to

Wtc-Cif Small Cap 20003 commitments
Blackrock US Debt Fund3 commitments
this allocator3 commitments

All 6

Managers

Wellington Trust Company3 commitments
Blackrock3 commitments
Loomis Sayles Trust Company2 commitments

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

Corporate pension

Assets

$920M

Total assets, Dec 31, 2024 reported

Funded

92.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

5 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)

Interest-bearing cash 2.1%
Partnership/joint venture interests 39.0%
Common/collective trusts 45.2%
Registered investment companies 10.4%

Consultants and advisers

10 firms

Wellington Management Investment adviser (plan)through Dec 31, 2023 Form 5500
Blue Owl GP Stakes IV Offshr Inv LP Investment adviser (plan)through Dec 31, 2023 Form 5500
Loomis Investment adviser (plan)through Dec 31, 2023 Form 5500

+7 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

3 managers on the commitment tape

From the plan’s own commitment disclosures

Wellington Trust Company3 rows, latest Dec 31, 2024
Blackrock3 rows, latest Dec 31, 2024
Loomis Sayles Trust Company2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Blackrockplan years
Legalink a Merrill Companyplan years 2024
Brep 10plan years 2024

+30 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

53 events

Dec 31, 2024Holding endedinference
with Loomis Sayles Trust Company$22.6Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with H2 Special Opportunitiesaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Loomis Saylesaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Brep 10askebsa.dol.gov
Dec 31, 2024Manager relationship started
with Legalink a Merrill Companyaskebsa.dol.gov

+48 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 Dec 31, 2024	Wtc-Cif Small Cap 2000collective trust	Wellington Trust Company	Public equity	$12.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blackrock US Debt Fundcollective trust	Blackrock	Private credit	$26.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	this allocatorcollective trust	Wells Fargo Bank, N.A.	Pooled vehicles	$11.6M 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

33 readings

Total assets

$920M Dec 31, 2024 reported Form 5500

$891M (2023-12) · $857M (2022-12)

Plan assets

$890M Jan 1, 2024 reported Form 5500

$857M (2023-01) · $1.4B (2022-01)

Net assets

$919M Dec 31, 2024 reported Form 5500

$891M (2023-12) · $857M (2022-12)

Funded ratio

92.4% Jan 1, 2024 reported Form 5500

95.3% (2023-01) · 99.9% (2022-01)

Funding target

$968M Jan 1, 2024 reported Form 5500

$887M (2023-01) · $1.1B (2022-01)

Discount rate

5.15% Jan 1, 2024 reported Form 5500

5.28% (2023-01) · 5.41% (2022-01)

Participants

36,345 Jan 1, 2024 reported Form 5500

34,924 (2023-01) · 36,214 (2022-01)

Contributions

$30.2M Dec 31, 2024 reported Form 5500

$23.5M (2023-12) · $0 (2022-12)

Benefits paid

$51.4M Dec 31, 2024 reported Form 5500

$48.3M (2023-12) · $330M (2022-12)

Net investment income

$28.6M Dec 31, 2024 reported Form 5500

$33.8M (2023-12) · -$516M (2022-12)

Investment management fees

$3.0M Dec 31, 2024 reported Form 5500

$1.7M (2023-12) · $876,945 (2022-12)

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	36,345	$890M	$968M	92.4%	$920M	$358M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	34,924	$857M	$887M	95.3%	$891M	$364M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	36,214	$1.4B	$1.1B	99.9%	$857M	$370M	Not disclosed	Not disclosed

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

AON Consulting Inc codes 11 15 50 65 $1.7M PY2024
Wellington Group Holdings LLP codes 28 $469,283 PY2024
Cambridge Associates LLC codes 16 $445,200 PY2024

+101 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 15 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 15 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

53 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source

+50 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

+44 connections on the graph

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