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

Tension Envelope Corporation Restated Retirement Plan

Corporate pensionKansas City, MO
Assets
$30.9M
Total assets, Sep 30, 2025 reported
Funded
92.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
36
none on the tape
Plan sponsor: Tension Corporation
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Other investments 0.0%
  • Common/collective trusts 79.1%
  • 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 Sep 30, 2025Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/dodge & Cox Intermediatecollective trustPrincipalPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Allspring Core Bond Cit Fcollective trustAllspringFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/causeway International Vacollective trustPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Allspring Core Bond Cit Fcollective trustAllspringFixed income$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/causeway International Vacollective trustPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/dodge & Cox Intermediatecollective trustPrincipalPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/mfs Value Cit Fcollective trustPrincipalPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Allspring Core Bond Cit Fcollective trustAllspringFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipalPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipalPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/causeway International Vacollective trustPrincipalPooled vehicles$940,599 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/dodge & Cox Intermediatecollective trustPrincipalPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipalPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/t. Rowe Price Institutioncollective trustPrincipalPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Principal/ab Large Cap Growth Cit Ncollective trustPrincipalPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$30.9M Sep 30, 2025 reported Form 5500
$30.4M (2024-09) · $26.6M (2023-09)
Plan assets
$30.4M Oct 1, 2024 reported Form 5500
$26.6M (2023-10) · $25.4M (2022-10)
Net assets
$30.9M Sep 30, 2025 reported Form 5500
$30.4M (2024-09) · $26.6M (2023-09)
Funded ratio
92.0% Oct 1, 2024 reported Form 5500
87.7% (2023-10) · 86.8% (2022-10)
Funding target
$29.8M Oct 1, 2024 reported Form 5500
$31.8M (2023-10) · $32.2M (2022-10)
Discount rate
5.31% Oct 1, 2024 reported Form 5500
5.14% (2023-10) · 5.31% (2022-10)
Participants
339 Oct 1, 2024 reported Form 5500
352 (2023-10) · 360 (2022-10)
Contributions
$501,000 Sep 30, 2025 reported Form 5500
$882,100 (2024-09) · $881,892 (2023-09)
Benefits paid
$2.5M Sep 30, 2025 reported Form 5500
$2.5M (2024-09) · $2.5M (2023-09)
Net investment income
$441,813 Sep 30, 2025 reported Form 5500
$3.8M (2024-09) · $1.2M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025339$30.4M$29.8M92.0%$30.9Mn/an/an/a
2023 to Sep 30, 2024352$26.6M$31.8M87.7%$30.4Mn/an/an/a
2022 to Sep 30, 2023360$25.4M$32.2M86.8%$26.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Trust Company codes 15 21 28 $87,927 PY2024
  • AON Consulting codes 11 50 $44,775 PY2024
  • Principal/alliance Bernstein Large Sched. D C $1.5M PY2024
  • Principal/blackrock International E Sched. D C $1.5M PY2024
  • Principal/blackrock S&p Midcap Inde Sched. D C $2.6M PY2024
  • Principal/blackrock S&p 500 Index C Sched. D C $3.9M PY2024
  • Principal/causeway International Va Sched. D C $1.1M PY2024
  • Allspring Core Bond Cit N Sched. D C $2.9M PY2024
  • Principal/multi-Manager Small Cap C Sched. D C $1.5M PY2024
  • Principal/t Rowe Price Institutiona Sched. D C $1.2M PY2024
  • Principal/t Rowe Price Inst. Lcg Mg Sched. D C $1.5M PY2024
  • Principal/dodge & Cox Intermediate Sched. D C $2.8M PY2024
  • Principal/federated Total Return Bo Sched. D C $2.9M PY2024
  • Principal/mfs Value Cit N Sched. D C $1.2M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • Principal Trust Company codes 15 21 28 $83,398 PY2023
  • AON Consulting codes 11 50 $42,694 PY2023
  • Principal/t Rowe Price Institutiona Sched. D C $1.2M PY2023
  • Allspring Core Bond Cit N Sched. D C $2.8M PY2023
  • Principal/alliance Bernstein Large Sched. D C $1.5M PY2023
  • Principal/blackrock International E Sched. D C $1.5M PY2023
  • Principal/blackrock S&p Midcap Inde Sched. D C $2.6M PY2023
  • Principal/blackrock S&p 500 Index C Sched. D C $3.8M PY2023
  • Principal/causeway International Va Sched. D C $1.1M PY2023
  • Principal/dodge & Cox Intermediate Sched. D C $2.8M PY2023
  • Principal/federated Total Return Bo Sched. D C $2.7M PY2023
  • Principal/mfs Value Cit N Sched. D C $1.2M PY2023
  • Principal/multi-Manager Small Cap C Sched. D C $1.5M PY2023
  • Principal/t Rowe Price Inst. Lcg Mg Sched. D C $1.4M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • Principal Trust Company codes 15 21 28 $81,103 PY2022
  • AON Consulting codes 11 50 $43,335 PY2022
  • Principal/blackrock International E Sched. D C $1.3M PY2022
  • Principal/blackrock S&p Midcap Inde Sched. D C $2.2M PY2022
  • Principal/blackrock S&p 500 Index C Sched. D C $3.3M PY2022
  • Principal/alliance Bernstein Large Sched. D C $1.3M PY2022
  • Principal/dodge & Cox Intermediate Sched. D C $2.4M PY2022
  • Principal/federated Total Return Bo Sched. D C $2.5M PY2022
  • Principal/mfs Value Cit N Sched. D C $1.0M PY2022
  • Principal/multi-Manager Small Cap C Sched. D C $1.2M PY2022
  • Principal/t Rowe Price Institutiona Sched. D C $1.0M PY2022
  • Principal/t Rowe Price Inst. Lcg Mg Sched. D C $1.2M PY2022
  • Principal/voya Large Cap Growth Cit Sched. D C PY2022
  • Principal/causeway International Va Sched. D C $940,599 PY2022
  • Allspring Core Bond Cit N Sched. D C $2.5M PY2022
  • Allspring Growth Cit N Sched. D C PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
3 events
  • Oct 1, 2024Funded status changed
    Tension Envelope Corporation Restated Retirement Plan funded ratio 87.7% -> 92.0% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Tension Envelope Corporation Restated Retirement Plan plan assets $27M -> $30M (+14.3%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Tension Envelope Corporation Restated Retirement Plan total assets $27M -> $30M (+14.3%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221589367-005
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.