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

Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa)

Corporate pensionKansas City, MO
Assets
$7.4M
Total assets, Feb 28, 2025 reported
Funded
94.3%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
36
none on the tape
Plan sponsor: Tension Corporation
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.8%
  • Common/collective trusts 79.3%
  • Registered investment companies 17.9%
Consultants and advisers
3 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
36 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Feb 28, 2025Allspring Core Bond Cit Fcollective trustAllspringFixed income$684,894 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$928,156 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$285,037 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$352,378 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$352,463 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$618,657 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$284,461 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$353,985 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$351,550 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/dodge & Cox Intermediatecollective trustPrincipalPooled vehicles$684,973 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$684,859 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/causeway International Vacollective trustPrincipalPooled vehicles$263,974 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Allspring Core Bond Cit Fcollective trustAllspringFixed income$658,483 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$908,659 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$281,330 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$342,903 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$347,312 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$605,353 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$282,203 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$344,309 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$351,583 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/dodge & Cox Intermediatecollective trustPrincipalPooled vehicles$658,644 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$657,826 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal/causeway International Vacollective trustPrincipalPooled vehicles$256,749 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Allspring Core Bond Cit Fcollective trustAllspringFixed income$639,243 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$839,841 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$259,342 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$323,349 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$566,006 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$257,826 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$318,429 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$324,094 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/dodge & Cox Intermediatecollective trustPrincipalPooled vehicles$638,225 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$637,915 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/causeway International Vacollective trustPrincipalPooled vehicles$250,057 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$326,518 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$7.4M Feb 28, 2025 reported Form 5500
$7.2M (2024-02) · $6.8M (2023-02)
Plan assets
$7.2M Mar 1, 2024 reported Form 5500
$6.8M (2023-03) · $8.0M (2022-03)
Net assets
$7.4M Feb 28, 2025 reported Form 5500
$7.2M (2024-02) · $6.8M (2023-02)
Funded ratio
94.3% Mar 1, 2024 reported Form 5500
96.1% (2023-03) · 98.7% (2022-03)
Funding target
$7.1M Mar 1, 2024 reported Form 5500
$7.2M (2023-03) · $7.2M (2022-03)
Discount rate
5.10% Mar 1, 2024 reported Form 5500
5.22% (2023-03) · 5.40% (2022-03)
Participants
311 Mar 1, 2024 reported Form 5500
315 (2023-03) · 327 (2022-03)
Contributions
$0 Feb 28, 2025 reported Form 5500
$0 (2024-02) · $0 (2023-02)
Benefits paid
$460,917 Feb 28, 2025 reported Form 5500
$448,534 (2024-02) · $497,181 (2023-02)
Net investment income
$202,703 Feb 28, 2025 reported Form 5500
$371,800 (2024-02) · $-1.2M (2023-02)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 2025311$7.2M$7.1M94.3%$7.4Mn/an/an/a
2023 to Feb 29, 2024315$6.8M$7.2M96.1%$7.2Mn/an/an/a
2022 to Feb 28, 2023327$8.0M$7.2M98.7%$6.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting codes 11 50 $28,001 PY2024
  • Principal Trust Company codes 15 21 28 $21,810 PY2024
  • Principal / Br S&p 500 Index Cit Sched. D C $928,156 PY2024
  • Principal/mfs Value Cit Sched. D C $285,037 PY2024
  • Principal/multi-Manager Small Cap Sched. D C $352,378 PY2024
  • Principal/alliance Bernstein Large Sched. D C $352,463 PY2024
  • Principal/blackrock S&p Midcap Sched. D C $618,657 PY2024
  • Prin/trp Inst. Eq. Inc. Managed Cit Sched. D C $284,461 PY2024
  • Pri/trp Inst. Large-Cap Gr. Managed Sched. D C $353,985 PY2024
  • Principal/blackrock International Sched. D C $351,550 PY2024
  • Pri/dodge & Cox Interm. Bond Cit Sched. D C $684,973 PY2024
  • Pri/federated Total Return Bond Cit Sched. D C $684,859 PY2024
  • Principal/causeway Int'l Val Cit Sched. D C $263,974 PY2024
  • Allspring Core Bond Cit Sched. D C $684,894 PY2024
  • AON Consulting codes 11 PY2024
  • AON Consulting codes 11 50 $30,934 PY2023
  • Principal Trust Company codes 15 21 28 $20,509 PY2023
  • Allspring Core Bond Cit Sched. D C $658,483 PY2023
  • Principal / Br S&p 500 Index Cit Sched. D C $908,659 PY2023
  • Principal/mfs Value Cit Sched. D C $281,330 PY2023
  • Principal/multi-Manager Small Cap Sched. D C $342,903 PY2023
  • Principal/alliance Bernstein Large Sched. D C $347,312 PY2023
  • Principal/blackrock S&p Midcap Sched. D C $605,353 PY2023
  • Prin/trp Inst. Eq. Inc. Managed Cit Sched. D C $282,203 PY2023
  • Pri/trp Inst. Large-Cap Gr. Managed Sched. D C $344,309 PY2023
  • Principal/blackrock International Sched. D C $351,583 PY2023
  • Pri/dodge & Cox Interm. Bond Cit Sched. D C $658,644 PY2023
  • Pri/federated Total Return Bond Cit Sched. D C $657,826 PY2023
  • Principal/causeway Int'l Val Cit Sched. D C $256,749 PY2023
  • AON Consulting codes 11 PY2023
  • Principal Trust Company codes 15 21 28 $21,841 PY2022
  • AON Consulting codes 11 50 $14,634 PY2022
  • Pickett Chaney & Mcmullen LLP codes 10 50 $10,430 PY2022
  • Principal / Br S&p 500 Index Cit Sched. D C $839,841 PY2022
  • Principal/mfs Value Cit Sched. D C $259,342 PY2022
  • Principal/multi-Manager Small Cap Sched. D C $323,349 PY2022
  • Wells Fargo Growth Cit Sched. D C PY2022
  • Principal/blackrock S&p Midcap Sched. D C $566,006 PY2022
  • Prin/trp Inst. Eq. Inc. Managed Cit Sched. D C $257,826 PY2022
  • Pri/trp Inst. Large-Cap Gr. Managed Sched. D C $318,429 PY2022
  • Principal/blackrock International Sched. D C $324,094 PY2022
  • Pri/dodge & Cox Interm. Bond Cit Sched. D C $638,225 PY2022
  • Pri/federated Total Return Bond Cit Sched. D C $637,915 PY2022
  • Principal/causeway Int'l Val Cit Sched. D C $250,057 PY2022
  • Principal/alliance Bernstein Large Sched. D C $326,518 PY2022
  • Wells Fargo Core Bond Cit Sched. D C PY2022
  • Wells Fargo / Br S&p 500 Index Cit Sched. D C PY2022
  • Wells Fargo/mfs Value Cit Sched. D C PY2022
  • Wells Fargo/multi-Manager Small Cap Sched. D C PY2022
  • Wells Fargo/blackrock S&p Midcap Sched. D C PY2022
  • Wf/trp Inst. Eq. Inc. Managed Cit Sched. D C PY2022
  • Wf/trp Inst. Large-Cap Gr. Managed Sched. D C PY2022
  • Wells Fargo/lazard Int'l Equity Cit Sched. D C PY2022
  • Wf/dodge & Cox Interm. Bond Cit Sched. D C PY2022
  • Wf/federated Total Return Bond Cit Sched. D C PY2022
  • Wells Fargo/causeway Int'l Val Cit Sched. D C PY2022
  • Wells Fargo/blackrock International Sched. D C PY2022
  • Wells Fargo/voya Large Cap Growth Sched. D C PY2022
  • Allspring Core Bond Cit Sched. D C $639,243 PY2022
  • AON Consulting codes 11 PY2022
What changed
2 events
  • Mar 1, 2023Funded status changed
    Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa) funded ratio 98.7% -> 96.1% (2022-03-01 to 2023-03-01)
    askebsa.dol.gov
  • Mar 1, 2023Assets changed
    Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa) plan assets $8M -> $7M (-15.3%, 2022-03-01 to 2023-03-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221589367-002
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.