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.

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Corporate pension

K•••••• B••• I••••••••• L••• E••••••••• P•••••• P••• f•• N•••••••• E••••••••

Corporate pensionK••••••, WI

Assets

$14.5M

Total assets, Mar 31, 2025 reported

Funded

100.8%

Apr 1, 2024

Private markets target

n/a

policy Mar 31, 2025

Commitments

none on the tape

Plan sponsor: K•••••• B••• I••••••••• L•••

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.8%
Common/collective trusts 70.7%
Registered investment companies 18.5%

Consultants and advisers

2 firms

M•••••••• I••• Actuarythrough Mar 31, 2025 Form 5500
M••••••• I••• Actuarythrough Mar 31, 2023 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

P••••••••• R••••••••• • A•••••• I••2 rows, latest Mar 31, 2025

Commitments

35 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Mar 31, 2025	A•••••••• C••• B••• C•• F•collective trust	SEI Trust Company	Fixed income	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• I••• L•• M•• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$410,563 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• I••• E••• I••••collective trust	SEI Trust Company	Pooled vehicles	$420,945 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• S•• M• I••• C••collective trust	SEI Trust Company	Pooled vehicles	$729,458 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• S•• 5•• I••••collective trust	SEI Trust Company	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• I••••••••• V•collective trust	SEI Trust Company	Pooled vehicles	$314,054 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• • C•• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• T•••• R••••• B••• C••collective trust	SEI Trust Company	Fixed income	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• V•••• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$344,752 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• S•••• C•• C•• N•collective trust	SEI Trust Company	Public equity	$404,865 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	P••••••••• R••• P•••• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$342,008 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	A••••••• B•••••••• L•••• C•• G•••••collective trust	P••••••••• R••••••••• • A•••••• I••	Public equity	$410,613 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• R••• P•••• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$330,024 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	A•••••••• C••• B••• C•• F•collective trust	SEI Trust Company	Fixed income	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• I••• L•• M•• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$411,876 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• I••• E••• I••••collective trust	SEI Trust Company	Pooled vehicles	$408,486 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• S•• M• I••• C••collective trust	SEI Trust Company	Pooled vehicles	$749,576 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• S•• 5•• I••••collective trust	SEI Trust Company	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• I••••••••• V•collective trust	SEI Trust Company	Pooled vehicles	$311,349 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• • C•• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• T•••• R••••• B••• C••collective trust	SEI Trust Company	Fixed income	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• V•••• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$338,642 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	P••••••••• S•••• C•• C•• N•collective trust	SEI Trust Company	Public equity	$424,710 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	A••••••• B•••••••• L•••• C•• G•••••collective trust	P••••••••• R••••••••• • A•••••• I••	Public equity	$414,669 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• I••• E••• I••••collective trust	SEI Trust Company	Pooled vehicles	$370,546 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	A•••••••• C••• B••• C•• F•collective trust	SEI Trust Company	Fixed income	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• I••• L•• M•• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$378,153 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• S•• M• I••• C••collective trust	SEI Trust Company	Pooled vehicles	$636,883 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• S•• 5•• I••••collective trust	SEI Trust Company	Pooled vehicles	$959,692 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• I••••••••• V•collective trust	SEI Trust Company	Pooled vehicles	$279,546 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• • C•• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• T•••• R••••• B••• C••collective trust	SEI Trust Company	Fixed income	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• V•••• C•• F•collective trust	SEI Trust Company	Pooled vehicles	$283,957 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• S•••• C•• C•• N•collective trust	SEI Trust Company	Public equity	$359,976 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	P••••••••• R••• P•••• I•••••••••collective trust	SEI Trust Company	Pooled vehicles	$284,421 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$14.5M Mar 31, 2025 reported Form 5500

$13.7M (2024-03) · $11.7M (2023-03)

Plan assets

$13.6M Apr 1, 2024 reported Form 5500

$11.7M (2023-04) · $13.2M (2022-04)

Net assets

$14.5M Mar 31, 2025 reported Form 5500

$13.7M (2024-03) · $11.7M (2023-03)

Funded ratio

100.8% Apr 1, 2024 reported Form 5500

108.2% (2023-04) · 118.0% (2022-04)

Funding target

$12.8M Apr 1, 2024 reported Form 5500

$11.2M (2023-04) · $10.7M (2022-04)

Discount rate

5.27% Apr 1, 2024 reported Form 5500

5.40% (2023-04) · 5.56% (2022-04)

Participants

689 Apr 1, 2024 reported Form 5500

709 (2023-04) · 692 (2022-04)

Contributions

$1.7M Mar 31, 2025 reported Form 5500

$1.3M (2024-03) · $850,000 (2023-03)

Benefits paid

$1.5M Mar 31, 2025 reported Form 5500

$602,969 (2024-03) · $1.7M (2023-03)

Net investment income

$861,153 Mar 31, 2025 reported Form 5500

$1.9M (2024-03) · $-1.5M (2023-03)

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 Mar 31, 2025	689	$13.6M	$12.8M	100.8%	$14.5M	n/a	n/a	n/a
2023 to Mar 31, 2024	709	$11.7M	$11.2M	108.2%	$13.7M	n/a	n/a	n/a
2022 to Mar 31, 2023	692	$13.2M	$10.7M	118.0%	$11.7M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

A••••••• B•••••••• L•••• C•• G••••• Sched. D C $410,613 PY2024
A•••••••• C••• B••• Cit N Sched. D C $1.9M PY2024
T R••• P•••• I•••it L•••• Cap Grth Sched. D C $410,563 PY2024
International Equity I•••• Cit Fund Sched. D C $420,945 PY2024
S&p Midcap I•••• Fund Sched. D C $729,458 PY2024
S&p I•••• Fund Sched. D C $1.1M PY2024
Causeway I••• V•••• Cit F Sched. D C $314,054 PY2024
Dodge & Cox I••••••••• B••• Cit F Sched. D C $1.9M PY2024
Federated T•••• R••••• B••• Cit F Sched. D C $1.9M PY2024
MFS V•••• Sched. D C $344,752 PY2024
Multi Manager S•••• Cap Sched. D C $404,865 PY2024
T R••• P•••• I•••l Equity Sched. D C $342,008 PY2024
M•••••••• I••• codes 11 PY2024
Causeway I••• V•••• Cit F Sched. D C $311,349 PY2023
A•••••••• C••• B••• Cit N Sched. D C $1.8M PY2023
T R••• P•••• I•••it L•••• Cap Grth Sched. D C $411,876 PY2023
International Equity I•••• Cit Fund Sched. D C $408,486 PY2023
S&p Midcap I•••• Fund Sched. D C $749,576 PY2023
S&p I•••• Fund Sched. D C $1.1M PY2023
Dodge & Cox I••••••••• B••• Cit F Sched. D C $1.8M PY2023
Federated T•••• R••••• B••• Cit F Sched. D C $1.8M PY2023
MFS V•••• Sched. D C $338,642 PY2023
Multi Manager S•••• Cap Sched. D C $424,710 PY2023
T R••• P•••• I•••l Equity Sched. D C $330,024 PY2023
A••••••• B•••••••• L•••• C•• G••••• Sched. D C $414,669 PY2023
M••••••• I••• codes 11 PY2023
A•••••••• C••• B••• Cit N Sched. D C $1.6M PY2022
T R••• P•••• I•••it L•••• Cap Grth Sched. D C $378,153 PY2022
International Equity I•••• Cit Fund Sched. D C $370,546 PY2022
S&p Midcap I•••• Fund Sched. D C $636,883 PY2022
S&p I•••• Fund Sched. D C $959,692 PY2022
Multi Manager S•••• Cap Sched. D C $359,976 PY2022
T R••• P•••• I•••l Equity Sched. D C $284,421 PY2022
Causeway I••• V•••• Cit F Sched. D C $279,546 PY2022
Dodge & Cox I••••••••• B••• Cit F Sched. D C $1.6M PY2022
Federated T•••• R••••• B••• Cit F Sched. D C $1.6M PY2022
MFS V•••• Sched. D C $283,957 PY2022
M••••••• I••• codes 11 PY2022

What changed

6 events

Apr 1, 2024Funded status changed
K•••••• B••• I••••••••• L••• E••••••••• P•••••• P••• f•• N•••••••• E•••••••• funded ratio 108.2% -> 100.8% (2023-04-01 to 2024-04-01)
askebsa.dol.gov
Apr 1, 2024Assets changed
K•••••• B••• I••••••••• L••• E••••••••• P•••••• P••• f•• N•••••••• E•••••••• plan assets $12M -> $14M (+16.4%, 2023-04-01 to 2024-04-01)
askebsa.dol.gov
Mar 31, 2024Holding started
K•••••• B••• I••••••••• L••• E••••••••• P•••••• P••• f•• N•••••••• E•••••••• first reports an interest in A••••••• B•••••••• L•••• C•• G••••• (P••••••••• R••••••••• • A•••••• I••): $414,669 at 2024-03-31
with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
Mar 31, 2024Assets changed
K•••••• B••• I••••••••• L••• E••••••••• P•••••• P••• f•• N•••••••• E•••••••• total assets $12M -> $14M (+16.4%, 2023-03-31 to 2024-03-31)
askebsa.dol.gov
Apr 1, 2023Funded status changed
K•••••• B••• I••••••••• L••• E••••••••• P•••••• P••• f•• N•••••••• E•••••••• funded ratio 118.0% -> 108.2% (2022-04-01 to 2023-04-01)
askebsa.dol.gov
Apr 1, 2023Assets changed
K•••••• B••• I••••••••• L••• E••••••••• P•••••• P••• f•• N•••••••• E•••••••• plan assets $13M -> $12M (-11.3%, 2022-04-01 to 2023-04-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 390994777-001

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.