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
F•••••• U•••• I••••••••• L•• R••••••••• P•••
Corporate pensionRedwood Falls, MN
Assets
$43.4M
Total assets, Dec 31, 2024 reported
Funded
114.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: F•••••• U•••• I••••••••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.8%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 2.9%
- Corporate debt instruments (preferred) 2.1%
- U.S. Government securities 11.8%
- Other investments 0.8%
- Registered investment companies 5.3%
- Common stock 69.9%
Consultants and advisers
1 firms
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• L••••••••• • S••••plan years 2022
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
$280,783 (2023-12) · $284,090 (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 | 305 | $40.1M | $32.1M | 114.3% | $43.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 308 | $35.6M | $33.0M | 99.3% | $40.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 309 | $43.6M | $32.8M | 123.0% | $35.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L••••, Pierce, Fenner S•••• codes 51 52 60 71 $319,091 PY2024
- M•••••• L••••, Pierce, Fenner S•••• codes 62 PY2024
- M•••••••• I••• codes 11 PY2024
- M•••••• L••••, Pierce, Fenner S•••• codes 51 52 60 71 $280,783 PY2023
- M•••••• L••••, Pierce, Fenner S•••• codes 62 PY2023
- M•••••••• I••• codes 11 PY2023
- M•••••• L••••, Pierce, Fenner S•••• codes 51 52 60 71 $284,090 PY2022
- M•••••• L••••, Pierce, Fenner S•••• codes 62 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedF•••••• U•••• I••••••••• L•• R••••••••• P••• funded ratio 99.3% -> 114.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedF•••••• U•••• I••••••••• L•• R••••••••• P••• plan assets $36M -> $40M (+12.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedF•••••• U•••• I••••••••• L•• R••••••••• P••• total assets $36M -> $40M (+12.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedF•••••• U•••• I••••••••• L•• R••••••••• P••• funded ratio 123.0% -> 99.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedF•••••• U•••• I••••••••• L•• R••••••••• P••• plan assets $44M -> $36M (-18.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 203001031-001
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.