DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
MDU Resources Group, Inc. Pension Plan for Collective Bargaining Unit Employees
Corporate pensionBismarck, ND
Assets
$51.9M
Total assets, Dec 31, 2024 reported
Funded
99.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: MDU Resources Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.7%
Consultants and advisers
3 firms
- Principal ActuaryTrusteethrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal1 rows, latest Dec 31, 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $650,222 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 478 | $55.3M | $60.5M | 99.2% | $51.9M | n/a | $50.7M | n/a |
| 2023 to Dec 31, 2023 | 483 | $55.0M | $61.7M | 98.0% | $55.3M | n/a | $54.7M | n/a |
| 2022 to Dec 31, 2022 | 495 | $74.0M | $62.2M | 110.5% | $55.0M | n/a | $52.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Company codes 21 25 50 52 62 64 $34,197 PY2024
- Deloitte and Touche LLP codes 10 50 $25,466 PY2024
- Principal Life Insurance Company codes 11 13 15 18 23 28 50 62 64 $24,298 PY2024
- MDU Resources Group Inc Master Tr Sched. D M $50.7M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 11 13 15 18 23 28 50 62 64 $65,352 PY2023
- Principal Trust Company codes 21 25 50 52 62 64 $15,740 PY2023
- Baker Tilly US LLP codes 10 29 50 $13,985 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- MDU Resources Group Inc Master Tr Sched. D M $54.7M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 11 13 15 18 23 28 50 62 64 $71,493 PY2022
- Baker Tilly US LLP codes 10 50 $12,372 PY2022
- Principal Trust Company codes 21 25 50 52 62 64 $9,369 PY2022
- Wells Fargo Bank Minnesota Na codes 21 25 50 52 62 64 $5,119 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $650,222 PY2022
- MDU Resources Group Inc Master Tr Sched. D M $52.5M PY2022
- Principal Financial Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedMDU Resources Group, Inc. Pension Plan for Collective Bargaining Unit Employees funded ratio 110.5% -> 98.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMDU Resources Group, Inc. Pension Plan for Collective Bargaining Unit Employees plan assets $74M -> $55M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410423660-002
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.