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
Education Minnesota Employees Pension Plan
Corporate pensionST. Paul, MN
Assets
$129M
Total assets, Aug 31, 2025 reported
Funded
89.9%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: Education Minnesota
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Registered investment companies 95.7%
Consultants and advisers
6 firms
- Best & Flanagan LLP Pension consultantthrough Aug 31, 2025 Form 5500
- Anthony R. Battles Law Firm, P.A. Pension consultantthrough Aug 31, 2023 Form 5500
- Alerus Investment Advisors Investment adviser (plan)through Aug 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Aug 31, 2023 Form 5500
- Hildi Inc., a Division of Usi Cg Actuarythrough Aug 31, 2023 Form 5500
- Cetera Trust Company, N.A. Custodianthrough Aug 31, 2023 Form 5500
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
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
Investment management fees
$25,000 (2024-08) · $111,960 (2023-08)
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 Aug 31, 2025 | 406 | $122M | $91.2M | 89.9% | $129M | $0 | $0 | $0 |
| 2023 to Aug 31, 2024 | 402 | $107M | $88.9M | 80.7% | $122M | $0 | $0 | $0 |
| 2022 to Aug 31, 2023 | 413 | $101M | $84.3M | 80.0% | $107M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cetera Trust Company, N.A. codes 19 21 50 $103,289 PY2024
- Alerus Investment Advisors codes 27 50 $18,750 PY2024
- USI Consulting Group codes 11 17 50 $14,234 PY2024
- Harrington Langer & Associates codes 10 50 $7,975 PY2024
- Best & Flanagan LLP codes 17 29 50 $5,802 PY2024
- USI Consulting Group codes 11 PY2024
- Securian Trust Company, N.A. codes 19 21 50 $94,469 PY2023
- Alerus Investment Advisors codes 27 50 $25,000 PY2023
- USI Consulting Group codes 11 17 50 $16,611 PY2023
- Harrington Langer & Associates codes 10 50 $7,400 PY2023
- USI Consulting Group codes 11 PY2023
- Securian Trust Company, N.A. codes 19 21 50 $86,960 PY2022
- Alerus Investment Advisors codes 27 50 $25,000 PY2022
- Anthony R. Battles Law Firm, P.A. codes 17 29 50 $12,653 PY2022
- Hildi Inc., a Division of Usi Cg codes 11 17 50 $11,775 PY2022
- Harrington Langer & Associates codes 10 50 $6,925 PY2022
- Hildi Inc., a Division of Usi Cg codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceBest & Flanagan LLP appears on Education Minnesota Employees Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Best & Flanagan LLPaskebsa.dol.gov
- Sep 1, 2024Funded status changedEducation Minnesota Employees Pension Plan funded ratio 80.7% -> 89.9% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedEducation Minnesota Employees Pension Plan plan assets $107M -> $122M (+13.6%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedEducation Minnesota Employees Pension Plan total assets $107M -> $122M (+13.6%, 2023-08-31 to 2024-08-31)
- Dec 31, 2023Consultant changedinferenceAnthony R. Battles Law Firm, P.A. no longer appears on Education Minnesota Employees Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Anthony R. Battles Law Firm, P.A.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 411916882-001
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.