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
Owensboro Health Retirement Plan
Corporate pensionOwensboro, KY
Assets
$123M
Total assets, Dec 31, 2024 reported
Funded
96.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Owensboro Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Registered investment companies 95.2%
Consultants and advisers
2 firms
- AON Consulting, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins2 rows, latest Dec 31, 2022
Commitments
2 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, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cp Growth I (troweprice)separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 1,875 | $120M | $128M | 96.7% | $123M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,084 | $122M | $132M | 98.2% | $116M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,186 | $149M | $135M | 104.9% | $117M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 PY2024
- Empower Annuity Insurance Company codes 13 50 $181,167 PY2023
- Large Cp Growth (troweprice) Sched. D P PY2023
- Prudential Short-Term Sched. D P PY2023
- AON Consulting, Inc. codes 11 PY2023
- Prudential Retirement Insurance and codes 13 50 $261,798 PY2022
- PRU Long Corporate Bond Sched. D P PY2022
- Prudential Short-Term Sched. D P $3.0M PY2022
- Large Cp Growth (troweprice) Sched. D P $7.1M PY2022
- Empower codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedOwensboro Health Retirement Plan funded ratio 104.9% -> 98.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOwensboro Health Retirement Plan plan assets $149M -> $122M (-18.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 611286361-001
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.