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
Secura Employees' Pension Plan
Corporate pensionNeenah, WI
Assets
$90.6M
Total assets, Dec 31, 2024 reported
Funded
114.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Secura Insurance, a Mutual Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Corporate debt instruments (other) 52.7%
- U.S. Government securities 22.7%
- Registered investment companies 23.5%
Consultants and advisers
7 firms
- Sawgrass Asset Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Palisade Capital Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mccready and Keene, Inc. Investment adviser (plan)Actuarythrough Dec 31, 2022 Form 5500
- Principal Spectrum Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mondrian Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2024 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
33 readings
Investment management fees
$349,609 (2023-12) · $347,981 (2022-12)
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 | 233 | $88.8M | $52.6M | 114.6% | $90.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 571 | $134M | $106M | 105.1% | $88.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 585 | $172M | $101M | 113.8% | $134M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mccready and Keene, Inc. codes 27 51 $103,843 PY2024
- Capfinancial Partners, LLC codes 27 51 $61,540 PY2024
- Principal Financial Group Inc codes 15 27 50 51 60 63 $59,406 PY2024
- Palisade Capital Management LLC codes 27 51 $46,033 PY2024
- Sawgrass Asset Managment LLC codes 27 51 $40,082 PY2024
- Mondrian Investment Group codes 27 51 $17,893 PY2024
- Clifton Larson Allen LLP codes 10 50 $13,125 PY2024
- October Three Consulting LLC codes 11 PY2024
- Palisade Capital Management LLC codes 27 51 $112,091 PY2023
- Sawgrass Asset Management LLC codes 27 51 $88,153 PY2023
- Capfinancial Partners, LLC codes 27 51 $81,056 PY2023
- Mondrian Investment Group codes 27 51 $68,308 PY2023
- Principal Financial Group Inc codes 15 27 50 51 63 $37,409 PY2023
- Mccready and Keene, Inc. codes 27 51 $33,450 PY2023
- Clifton Larson Allen LLP codes 10 50 $12,075 PY2023
- Mccready and Keene, Inc. codes 11 PY2023
- Mondrian Investment Group codes 27 51 $94,494 PY2022
- Sawgrass Asset Management LLC codes 27 51 $89,215 PY2022
- Palisade Capital Management LLC codes 27 51 $88,718 PY2022
- Capfinancial Partners, LLC codes 27 51 $78,695 PY2022
- Mccready and Keene, Inc. codes 27 51 $51,145 PY2022
- Principal Financial Group Inc codes 15 27 50 51 63 $44,184 PY2022
- Clifton Larson Allen LLP codes 10 50 $10,605 PY2022
- Mccready and Keene, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedSecura Employees' Pension Plan funded ratio 105.1% -> 114.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSecura Employees' Pension Plan plan assets $134M -> $89M (-33.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSecura Employees' Pension Plan total assets $134M -> $89M (-33.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSecura Employees' Pension Plan funded ratio 113.8% -> 105.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSecura Employees' Pension Plan plan assets $172M -> $134M (-22.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390355180-001
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.