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

Group Retirement Income Plan No. 10

Corporate pensionBloomington, IL
Assets
$2.0B
Total assets, Dec 31, 2024 reported
Funded
131.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
7 managers on Schedule C
Plan sponsor: CC Services, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.5%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 29.2%
  • U.S. Government securities 7.8%
  • Partnership/joint venture interests 10.5%
  • Registered investment companies 21.8%
  • Common stock 26.8%
  • Preferred stock 0.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
15 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$2.0B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.7B (2022-12)
Plan assets
$1.9B Jan 1, 2024 reported Form 5500
$1.7B (2023-01) · $2.1B (2022-01)
Net assets
$2.0B Dec 31, 2024 reported Form 5500
$1.9B (2023-12) · $1.7B (2022-12)
Funded ratio
131.4% Jan 1, 2024 reported Form 5500
132.6% (2023-01) · 137.7% (2022-01)
Funding target
$1.4B Jan 1, 2024 reported Form 5500
$1.4B (2023-01) · $1.3B (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.50% (2022-01)
Participants
6,597 Jan 1, 2024 reported Form 5500
6,597 (2023-01) · 7,310 (2022-01)
Contributions
$1.1M Dec 31, 2024 reported Form 5500
$3.0M (2023-12) · $13.4M (2022-12)
Benefits paid
$71.8M Dec 31, 2024 reported Form 5500
$111M (2023-12) · $67.5M (2022-12)
Net investment income
$114M Dec 31, 2024 reported Form 5500
$173M (2023-12) · $-332M (2022-12)
Investment management fees
$1.8M Dec 31, 2024 reported Form 5500
$874,738 (2023-12) · $1.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,597$1.9B$1.4B131.4%$2.0B$214Mn/an/a
2023 to Dec 31, 20236,597$1.7B$1.4B132.6%$1.9B$199Mn/an/a
2022 to Dec 31, 20227,310$2.1B$1.3B137.7%$1.7B$164Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
20 events
  • Dec 31, 2024Manager relationship endedinference
    HCI Equity Partners no longer appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with HCI Equity Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Brighton Park Capital appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brighton Park Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Rainier Partners no longer appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rainier Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Core Industrial Partners appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Core Industrial Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Chicago Pacific Founders Fund, L.P appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Chicago Pacific Founders Fund, L.Paskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Growth Catalyst Partners III appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Growth Catalyst Partners IIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Pimco no longer appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Middleground Capital no longer appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Middleground Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Transom, Inc. appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Transom, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    NEW Herritage III appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with NEW Herritage IIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Roche Holdings no longer appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)
    with Roche Holdingsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    HCI Equity Partners appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)
    with HCI Equity Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Rotunda Capital Partners appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rotunda Capital Partners, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pimco appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Middleground Capital appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)
    with Middleground Capitalaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Graycliff Partners appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)
    with Graycliff Partners LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Rainier Partners appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rainier Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Gryphon Investors appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)
    with Gryphon Investorsaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Group Retirement Income Plan No. 10 funded ratio 137.7% -> 132.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Group Retirement Income Plan No. 10 plan assets $2.1B -> $1.7B (-16.0%, 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 813990245-334
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.