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
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan
Corporate pensionMinneapolis, MN
Assets
$75.6M
Total assets, Dec 31, 2024 reported
Funded
157.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Lakeview Memorial Hospital Association, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Partnership/joint venture interests 22.0%
- Common/collective trusts 24.2%
- Registered investment companies 37.2%
- Common stock 14.1%
Consultants and advisers
2 firms
- USI Consulting Group Actuarythrough Dec 31, 2024 Form 5500
- Hildi, Inc 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
- Legal and General3 rows, latest Dec 31, 2024
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, 2024 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $18.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $17.2M 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 | 510 | $71.0M | $45.0M | 157.9% | $75.6M | $16.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 521 | $61.9M | $43.7M | 141.8% | $71.0M | $15.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 538 | $74.2M | $43.2M | 171.8% | $61.9M | $14.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U.S. Bancorp Fund Services, LLC codes 14 $53,750 PY2024
- U.S. Bank National Association codes 14 PY2024
- Citi L&g Sched. D C $18.3M PY2024
- USI Consulting Group codes 11 PY2024
- U.S. Bancorp Fund Services, LLC codes 14 $16,612 PY2023
- U.S. Bank National Association codes 14 PY2023
- L&g S&p500 Sched. D C $16.8M PY2023
- Hildi, Inc codes 11 PY2023
- U.S. Bancorp Fund Services, LLC codes 14 $16,892 PY2022
- U.S. Bank National Association codes 14 PY2022
- L&g S&p500 Sched. D C $17.2M PY2022
- Hildi, Inc codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedLakeview Memorial Hospital Association, Inc. Employees' Pension Plan funded ratio 141.8% -> 157.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedLakeview Memorial Hospital Association, Inc. Employees' Pension Plan plan assets $62M -> $71M (+14.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedLakeview Memorial Hospital Association, Inc. Employees' Pension Plan total assets $62M -> $71M (+14.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedLakeview Memorial Hospital Association, Inc. Employees' Pension Plan funded ratio 171.8% -> 141.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLakeview Memorial Hospital Association, Inc. Employees' Pension Plan plan assets $74M -> $62M (-16.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410811697-001
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.