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

MPD, Inc. Employees' Pension Plan

Corporate pensionOwensboro, KY
Assets
$11.9M
Total assets, Dec 31, 2024 reported
Funded
75.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: MPD, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 98.2%
Consultants and advisers
2 firms
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
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$965,518 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$89,805 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$226,519 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$474,762 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$784,693 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$67,670 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$180,997 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$350,077 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$217,440 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$157,608 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$785,397 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$76,771 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$210,599 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$332,735 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$236,920 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$11.9M Dec 31, 2024 reported Form 5500
$12.1M (2023-12) · $12.1M (2022-12)
Plan assets
$12.1M Jan 1, 2024 reported Form 5500
$12.1M (2023-01) · $28.7M (2022-01)
Net assets
$11.9M Dec 31, 2024 reported Form 5500
$12.1M (2023-12) · $12.1M (2022-12)
Funded ratio
75.1% Jan 1, 2024 reported Form 5500
73.5% (2023-01) · 96.5% (2022-01)
Funding target
$17.7M Jan 1, 2024 reported Form 5500
$17.6M (2023-01) · $27.1M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.34% (2022-01)
Participants
220 Jan 1, 2024 reported Form 5500
232 (2023-01) · 185 (2022-01)
Contributions
$620,012 Dec 31, 2024 reported Form 5500
$216,979 (2023-12) · $0 (2022-12)
Benefits paid
$1.3M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $12.0M (2022-12)
Net investment income
$-267,373 Dec 31, 2024 reported Form 5500
$-238 (2023-12) · $-16.6M (2022-12)
Investment management fees
$9,253 Dec 31, 2024 reported Form 5500
$9,311 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024220$12.1M$17.7M75.1%$11.9Mn/an/an/a
2023 to Dec 31, 2023232$12.1M$17.6M73.5%$12.1Mn/an/an/a
2022 to Dec 31, 2022185$28.7M$27.1M96.5%$12.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $110,372 PY2024
  • Principal Global Investors, LLC codes 27 50 $9,253 PY2024
  • Principal U.S. Property Sa-Z Sched. D P $965,518 PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $1.3M PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.9M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $89,805 PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $1.8M PY2024
  • Principal Overseas Sep Acct-Z Sched. D P $474,762 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $2.8M PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $226,519 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $97,837 PY2023
  • Principal Global Investors, LLC codes 27 50 $9,311 PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $67,670 PY2023
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2023
  • Principal U.S. Property Sa-Z Sched. D P $1.5M PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $784,693 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.0M PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $180,997 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $2.4M PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $350,077 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.4M PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $217,440 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $90,528 PY2022
  • Principal Global Investors LLC codes 27 50 $13,455 PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $785,397 PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.5M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $76,771 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.1M PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $157,608 PY2022
  • Principal U.S. Property Sa-Z Sched. D P $1.8M PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $236,920 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $210,599 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $2.0M PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $332,735 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Holding endedinference
    MPD, Inc. Employees' Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $217,440 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    MPD, Inc. Employees' Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $157,608 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    MPD, Inc. Employees' Pension Plan funded ratio 96.5% -> 73.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    MPD, Inc. Employees' Pension Plan plan assets $29M -> $12M (-57.7%, 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 611108817-001
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.