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
Land O'Lakes, Inc. Employee Retirement Plan
Corporate pensionArden Hills, MN
Assets
$861M
Total assets, Dec 31, 2024 reported
Funded
98.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Land O'Lakes, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
5 firms
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Parametric Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Principal Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- UBS Trumbull Property Fundplan years 2022
- Barings LLCplan years 2022
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
$347,371 (2023-12) · $430,934 (2022-12)
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 | 10,239 | $915M | $923M | 98.6% | $861M | n/a | $861M | n/a |
| 2023 to Dec 31, 2023 | 10,551 | $896M | $932M | 96.0% | $916M | n/a | $901M | n/a |
| 2022 to Dec 31, 2022 | 10,744 | $1.2B | $915M | 112.4% | $896M | n/a | $896M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Investments USA Inc. codes 27 50 $705,481 PY2024
- Alight Solutions LLC codes 15 50 99 $562,678 PY2024
- Parametric codes 26 27 50 $302,923 PY2024
- UBS Trumbull Property Fund codes 28 50 $40,525 PY2024
- Principal Trust Company codes 21 50 $33,704 PY2024
- Land O Lakes Inc. Sched. D M $861M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Investments USA Inc. codes 27 50 $704,500 PY2023
- Alight Solutions LLC codes 15 50 99 $592,426 PY2023
- Parametric codes 26 27 50 $291,860 PY2023
- UBS Trumbull Property Fund codes 28 50 $55,510 PY2023
- Principal Trust Company codes 21 50 $32,419 PY2023
- Barings codes 28 50 PY2023
- Land O Lakes Inc. Sched. D M $901M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Investments USA Inc. codes 27 50 $800,298 PY2022
- Alight Solutions LLC codes 15 50 $551,284 PY2022
- Parametric codes 26 27 50 $323,579 PY2022
- UBS Trumbull Property Fund codes 28 50 $68,624 PY2022
- Barings codes 28 50 $38,732 PY2022
- Principal Trust Company codes 21 50 $35,832 PY2022
- Wells Fargo codes 13 21 50 $19,614 PY2022
- Land O Lakes Inc. Sched. D M $896M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceBarings no longer appears on Land O'Lakes, Inc. Employee Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Barings LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedLand O'Lakes, Inc. Employee Retirement Plan funded ratio 96.0% -> 98.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLand O'Lakes, Inc. Employee Retirement Plan funded ratio 112.4% -> 96.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLand O'Lakes, Inc. Employee Retirement Plan plan assets $1.2B -> $896M (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410365145-001
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.