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.
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Corporate pension
R••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G••••
Corporate pensionBloomington, MN
Assets
$31.4M
Total assets, Dec 31, 2024 reported
Funded
112.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: K•• S••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 13.4%
- Pooled separate accounts 5.3%
- Registered investment companies 81.3%
Consultants and advisers
1 firms
- P•••••••• F•••••••• G•••• 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
- P••••••••3 rows, latest Dec 31, 2024
Commitments
8 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, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | L•••• C•• G••••• I• F•••collective trust | Great Gray Trust Company | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | E••••••• M•••••• I• F•••collective trust | Great Gray Trust Company | Public equity | $887,674 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L•••• C•• G••••• I• F•••collective trust | Great Gray Trust Company | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | E••••••• M•••••• I• F•••collective trust | Great Gray Trust Company | Public equity | $851,803 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L•••• C•• G••••• I• F•••collective trust | Wilmington Trust | Public equity | $2.0M 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 | 414 | $28.3M | $23.8M | 112.8% | $31.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 385 | $24.8M | $22.2M | 105.8% | $28.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 364 | $28.7M | $20.2M | 134.8% | $24.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $82,091 PY2024
- Cifton Larson Allen LLP codes 10 50 $14,175 PY2024
- L•••• C•• G••••• I• F••• Sched. D C $3.3M PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $1.7M PY2024
- E••••••• M•••••• I• F••• Sched. D C $887,674 PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $80,255 PY2023
- Cliftonlarsonallen LLP codes 10 50 $12,285 PY2023
- L•••• C•• G••••• I• F••• Sched. D C $2.8M PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $2.0M PY2023
- E••••••• M•••••• I• F••• Sched. D C $851,803 PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $75,600 PY2022
- Cliftonlarsonallen LLP codes 10 50 $10,658 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $1.2M PY2022
- L•••• C•• G••••• I• F••• Sched. D C $2.0M PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedR••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G•••• total assets $28M -> $31M (+11.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedR••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G•••• funded ratio 105.8% -> 112.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedR••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G•••• plan assets $25M -> $28M (+14.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedR••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G•••• first reports an interest in E••••••• M•••••• I• F•••: $851,803 at 2023-12-31with E••••••• M•••••• I• F•••askebsa.dol.gov
- Dec 31, 2023Assets changedR••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G•••• total assets $25M -> $28M (+14.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedR••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G•••• funded ratio 134.8% -> 105.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• I••••• P••• f•• E•••••••• o• t•• K•• S•••• G•••• plan assets $29M -> $25M (-13.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 570676870-001
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.