Corporate pension in Indiana
Corporate pension, based in Batesville, Indiana, reporting $243M in assets, for 2,727 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2025, Holding started.
This allocator's name, 2 more advisers, 34 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- AON Mid Duration Long Credit Bond F4 commitments
- AON Large Cap Equity Index Fund4 commitments
- AON Long Credit Bond Fund4 commitments
- AON Trust Company LLC33 commitments
- Nisa4 commitments
Relationship network
34 connected entities37 observed commitments12 repeat counterpartiescommitments 2022 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.5%
- Common/collective trusts 98.1%
Consultants and advisers
- Darla Pagliari Pension consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2025 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2025 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- AON Trust Company LLC33 rows, latest Dec 31, 2025
- Nisa4 rows, latest Dec 31, 2025
- Nisaplan years
- Winston & Strawn LLPplan years 2025
What changed
- Dec 31, 2025Holding started
- Jan 1, 2025Funded status changeddown 6 pointsaskebsa.dol.gov
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | AON Mid Duration Long Credit Bond Fcollective trust | AON Trust Company LLC | Private credit | $31,311 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | AON Large Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $55.7M held | Disclosed holding | askebsa.dol.gov |
+34 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,727 | $229M | $251M | 84.2% | $243M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 2,761 | $241M | $258M | 89.9% | $230M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,772 | $228M | $253M | 87.8% | $242M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,834 | $306M | $242M | 108.1% | $229M | Not disclosed | Not disclosed | Not disclosed |
- Hewitt Associates, LLC codes 11 17 27 31 51 52 70 $293,998 PY2025
- Fidelity Employer Services Co. LLC codes 13 50 $178,719 PY2025
- Willis Towers Watson US LLC codes 11 17 50 $120,025 PY2025
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2025-12-31source on record
- Funded status changed2025-01-01source on record
- Holding in a pooled vehicle started2024-12-31source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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