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
Lumina Foundation for Education, Inc. Pension Plan
Corporate pensionIndianapolis, IN
Assets
$23.4M
Total assets, Dec 31, 2024 reported
Funded
113.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Lumina Foundation for Education, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 5.4%
- U.S. Government securities 9.4%
- Registered investment companies 21.7%
- Common stock 60.3%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2024 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Mccready and Keene, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
31 readings
Investment management fees
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 | 184 | $21.9M | $19.5M | 113.1% | $23.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 184 | $19.3M | $19.1M | 110.0% | $22.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 184 | $24.2M | $18.1M | 125.2% | $19.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 27 $153,770 PY2024
- BMO Harris Bank N.A. codes 21 27 59 $19,854 PY2024
- October Three Consulting LLC codes 11 PY2024
- BMO Harris Bank N.A. codes 21 27 59 $17,235 PY2023
- Mccready and Keene, Inc. codes 11 PY2023
- Morgan Stanley codes 27 $146,476 PY2022
- BMO Harris Bank N.A. codes 21 27 59 $17,579 PY2022
- Mccready and Keene, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley appears on Lumina Foundation for Education, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedLumina Foundation for Education, Inc. Pension Plan funded ratio 110.0% -> 113.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedLumina Foundation for Education, Inc. Pension Plan plan assets $19M -> $22M (+13.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMorgan Stanley no longer appears on Lumina Foundation for Education, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedLumina Foundation for Education, Inc. Pension Plan total assets $20M -> $22M (+13.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedLumina Foundation for Education, Inc. Pension Plan funded ratio 125.2% -> 110.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLumina Foundation for Education, Inc. Pension Plan plan assets $24M -> $19M (-20.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351813228-002
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.