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
Kent Corporation Pension Plan
Corporate pensionMuscatine, IA
Assets
$7.3M
Total assets, Dec 31, 2023 reported
Funded
130.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
3
none on the tape
Plan sponsor: Kent Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 93.8%
Consultants and advisers
2 firms
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting 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
- Wells Fargo1 rows, latest Dec 31, 2022
Commitments
3 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 | Allspring St Investment Fund S1collective trust | Principal | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Liability Driven Solution Cit IIcollective trust | Principal | Pooled vehicles | $13.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 243 | $20.6M | $15.7M | 130.4% | $7.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,239 | $146M | $105M | 116.7% | $21.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 $169,086 PY2023
- Principal Trust Company codes 15 19 21 38 50 $91,714 PY2023
- Rsm codes 10 $31,500 PY2023
- Principal Trust Company codes 15 19 21 38 62 PY2023
- Principal Trust Company codes 15 19 21 38 59 60 63 PY2023
- Liability Driven Solution Cit III N Sched. D C PY2023
- Liability Driven Solution Cit I N Sched. D C PY2023
- Liability Driven Solution Cit II N Sched. D C PY2023
- USI Consulting Group codes 11 PY2023
- Principal Trust Company codes 15 19 21 38 50 $297,775 PY2022
- Principal Trust Company codes 15 19 21 38 62 PY2022
- Principal Trust Company codes 15 19 21 38 59 60 63 PY2022
- Liability Driven Solution Cit III N Sched. D C PY2022
- Blkrck Short-Term Invt Fund S1 Sched. D C $5.9M PY2022
- Liability Driven Solution Cit I N Sched. D C $1.3M PY2022
- Liability Driven Solution Cit II N Sched. D C $13.3M PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedKent Corporation Pension Plan total assets $22M -> $7M (-66.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedKent Corporation Pension Plan funded ratio 116.7% -> 130.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedKent Corporation Pension Plan plan assets $146M -> $21M (-85.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420279585-002
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.