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
OSF Saint Francis, Inc. Employees Pension Plan
Corporate pensionPeoria, IL
Assets
$64.4M
Total assets, Dec 31, 2024 reported
Funded
105.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Pointcore, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Common/collective trusts 11.0%
- Registered investment companies 84.9%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- State Street Global Advisorsplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | S&p 500 Screened Indexcollective trust | State Street Global Advisors | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S&p 500 Screened Indexcollective trust | State Street Global Advisors | Pooled vehicles | $27.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S&p 500 Screened Indexcollective trust | State Street Global Advisors | Pooled vehicles | $29.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 Dec 31, 2024 | 1,879 | $56.6M | $54.5M | 105.0% | $64.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,662 | $59.6M | $67.0M | 97.9% | $60.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,683 | $76.6M | $65.0M | 112.7% | $63.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- State Street Global Advisors codes 28 $35,073 PY2024
- S&p 500 Screened Index Sched. D C $7.1M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- State Street Global Advisors codes 28 $40,828 PY2023
- S&p 500 Screened Index Sched. D C $27.0M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- State Street Global Advisors codes 28 $42,828 PY2022
- S&p 500 Screened Index Sched. D C $29.9M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedOSF Saint Francis, Inc. Employees Pension Plan funded ratio 97.9% -> 105.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedOSF Saint Francis, Inc. Employees Pension Plan funded ratio 112.7% -> 97.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOSF Saint Francis, Inc. Employees Pension Plan plan assets $77M -> $60M (-22.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363484677-001
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.