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

Oklahoma Farm Bureau Pension Plan

Corporate pensionOklahoma City, OK
Assets
$67.2M
Total assets, Dec 31, 2024 reported
Funded
90.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Oklahoma Farm Bureau Mutual Insurance Co
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 15.9%
  • Registered investment companies 84.1%
Consultants and advisers
1 firms
  • Empower 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
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Bond/ir&m Fundseparate accountPrudential Retirement & Annuity InsFixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PRU Long Corporate Bondseparate accountPrudential Retirement & Annuity InsFixed income$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$1.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$67.2M Dec 31, 2024 reported Form 5500
$74.5M (2023-12) · $63.6M (2022-12)
Plan assets
$74.6M Jan 1, 2024 reported Form 5500
$63.7M (2023-01) · $74.1M (2022-01)
Net assets
$67.2M Dec 31, 2024 reported Form 5500
$74.5M (2023-12) · $63.6M (2022-12)
Funded ratio
90.7% Jan 1, 2024 reported Form 5500
88.2% (2023-01) · 96.2% (2022-01)
Funding target
$72.8M Jan 1, 2024 reported Form 5500
$72.5M (2023-01) · $68.5M (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.44% (2022-01)
Participants
368 Jan 1, 2024 reported Form 5500
372 (2023-01) · 376 (2022-01)
Contributions
$5.0M Dec 31, 2024 reported Form 5500
$5.3M (2023-12) · $5.0M (2022-12)
Benefits paid
$20.6M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · $3.5M (2022-12)
Net investment income
$-7.3M Dec 31, 2024 reported Form 5500
$10.9M (2023-12) · $-10.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024368$74.6M$72.8M90.7%$67.2Mn/an/an/a
2023 to Dec 31, 2023372$63.7M$72.5M88.2%$74.5Mn/an/an/a
2022 to Dec 31, 2022376$74.1M$68.5M96.2%$63.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 15 37 50 $7,296 PY2024
  • Prudential Short-Term Sched. D P $2.8M PY2024
  • Long Duration Bond/ir&m Fund Sched. D P $4.0M PY2024
  • PRU Long Corporate Bond Sched. D P $3.9M PY2024
  • Empower codes 11 PY2024
  • Empower Annuity Insurance Company codes 15 37 50 $7,149 PY2023
  • Prudential Short-Term Sched. D P $1.7M PY2023
  • Empower codes 11 PY2023
  • Prudential Retirement Insurance and codes 15 37 50 64 $5,883 PY2022
  • Prudential Short-Term Sched. D P $1.9M PY2022
  • Empower codes 11 PY2022
What changed
7 events
  • Dec 31, 2024Holding started
    Oklahoma Farm Bureau Pension Plan first reports an interest in PRU Long Corporate Bond (Prudential Retirement & Annuity Ins): $4M at 2024-12-31
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Oklahoma Farm Bureau Pension Plan first reports an interest in Long Duration Bond/ir&m Fund (Prudential Retirement & Annuity Ins): $4M at 2024-12-31
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Oklahoma Farm Bureau Pension Plan funded ratio 88.2% -> 90.7% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Oklahoma Farm Bureau Pension Plan plan assets $64M -> $75M (+17.1%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Oklahoma Farm Bureau Pension Plan total assets $64M -> $75M (+17.1%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Oklahoma Farm Bureau Pension Plan funded ratio 96.2% -> 88.2% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Oklahoma Farm Bureau Pension Plan plan assets $74M -> $64M (-14.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 730540035-001
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.