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

Minneapolis Clinic Employees' Pension Plan

Corporate pensionGolden Valley, MN
Assets
$1.7M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: Minneapolis Clinic of Neurology Ltd
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 99.7%
Consultants and advisers
2 firms
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
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$525,271 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Large Cap Value Index Cit Ncollective trustPrincipalPublic equity$529,450 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$691,943 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock US Agg Bondcollective trustPrincipalFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$827,890 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$263,883 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$459,918 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Growth Index Cit Ncollective trustPrincipalPublic equity$755,151 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Value Index Cit Ncollective trustPrincipalPublic equity$775,950 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 2000 Index Cit Ncollective trustPrincipalPooled vehicles$385,749 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$677,153 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock US Agg Bondcollective trustPrincipalFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$1.7M Dec 31, 2024 reported Form 5500
$5.5M (2023-12) · $8.0M (2022-12)
Plan assets
$5.5M Jan 1, 2024 reported Form 5500
$8.0M (2023-01) · $10.4M (2022-01)
Net assets
$1.7M Dec 31, 2024 reported Form 5500
$5.5M (2023-12) · $8.0M (2022-12)
Funded ratio
100.0% Jan 1, 2024 reported Form 5500
95.7% (2023-01) · 102.0% (2022-01)
Funding target
$4.0M Jan 1, 2024 reported Form 5500
$7.0M (2023-01) · $7.2M (2022-01)
Discount rate
5.30% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.51% (2022-01)
Participants
203 Jan 1, 2024 reported Form 5500
263 (2023-01) · 267 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$4.2M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · $1.0M (2022-12)
Net investment income
$-3.8M Dec 31, 2024 reported Form 5500
$-2.5M (2023-12) · $-2.5M (2022-12)
Investment management fees
$31,010 Dec 31, 2023 reported Form 5500
$36,089 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024203$5.5M$4.0M100.0%$1.7Mn/an/an/a
2023 to Dec 31, 2023263$8.0M$7.0M95.7%$5.5Mn/an/an/a
2022 to Dec 31, 2022267$10.4M$7.2M102.0%$8.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Financial Group Inc codes 15 21 49 50 51 $24,856 PY2024
  • Blackrock Int Eq Index Cit N Sched. D C PY2024
  • Blackrock Lrg Cap Growth Ind Cit N Sched. D C PY2024
  • Blackrock Lrg Cap Value Ind Cit N Sched. D C PY2024
  • Blackrock Russell 2000 Ind Cit N Sched. D C PY2024
  • Blackrock S&p Midcap Index Cit N Sched. D C PY2024
  • Principal Multi-Manager Lds Cit I Sched. D C PY2024
  • Principal Multi-Manager Lds Cit II Sched. D C PY2024
  • Blackrock S&p 500 Index Cit N Sched. D C PY2024
  • Blackrock US Agg Bond Index Cit N Sched. D C PY2024
  • USI Consulting Group codes 11 PY2024
  • Principal Financial Group Inc codes 15 21 49 50 51 $31,010 PY2023
  • Blackrock S&p Midcap Index Cit N Sched. D C $459,918 PY2023
  • Blackrock Russell 2000 Ind Cit N Sched. D C $263,883 PY2023
  • Blackrock S&p 500 Index Cit N Sched. D C $691,943 PY2023
  • Blackrock US Agg Bond Index Cit N Sched. D C $2.0M PY2023
  • Blackrock Int Eq Index Cit N Sched. D C $827,890 PY2023
  • Blackrock Lrg Cap Growth Ind Cit N Sched. D C $525,271 PY2023
  • Blackrock Lrg Cap Value Ind Cit N Sched. D C $529,450 PY2023
  • USI Consulting Group codes 11 PY2023
  • Principal Financial Group Inc codes 15 21 49 50 51 $36,089 PY2022
  • Blackrock Lrg Cap Growth Ind Cit N Sched. D C $755,151 PY2022
  • Blackrock S&p 500 Index Cit N Sched. D C $1.0M PY2022
  • Blackrock Int Eq Index Cit N Sched. D C $1.2M PY2022
  • Blackrock US Agg Bond Index Cit N Sched. D C $2.9M PY2022
  • Blackrock Lrg Cap Value Ind Cit N Sched. D C $775,950 PY2022
  • Blackrock Russell 2000 Ind Cit N Sched. D C $385,749 PY2022
  • Blackrock S&p Midcap Index Cit N Sched. D C $677,153 PY2022
  • USI Consulting Group codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Assets changed
    Minneapolis Clinic Employees' Pension Plan total assets $5M -> $2M (-69.1%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Minneapolis Clinic Employees' Pension Plan funded ratio 95.7% -> 100.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Minneapolis Clinic Employees' Pension Plan plan assets $8M -> $5M (-31.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Minneapolis Clinic Employees' Pension Plan total assets $8M -> $5M (-31.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Minneapolis Clinic Employees' Pension Plan funded ratio 102.0% -> 95.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Minneapolis Clinic Employees' Pension Plan plan assets $10M -> $8M (-23.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410999094-003
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.