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
Kerr Group, Inc. Retirement Income Plan I
Corporate pensionEvansville, IN
Assets
$11.5M
Total assets, Sep 30, 2025 reported
Funded
120.2%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Kerr Group, LLC
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 27.9%
- U.S. Government securities 27.3%
- Insurance company general account 0.6%
- Registered investment companies 44.0%
Consultants and advisers
3 firms
- Cbiz Actuarythrough Sep 30, 2023 Form 5500
- Cbiz Ris Actuarythrough Sep 30, 2023 Form 5500
- Fifth Third Bank Directed trusteethrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
Net investment income
$33,140 (2024-09) · $-211,338 (2023-09)
Investment management fees
$11,229 (2024-09) · $11,755 (2023-09)
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 Sep 30, 2025 | 405 | $12.0M | $9.4M | 120.2% | $11.5M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 448 | $12.0M | $10.9M | 113.9% | $12.0M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 499 | $12.2M | $12.7M | 104.6% | $12.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Harding, Shymanski & Co. codes 10 $14,200 PY2024
- Fifth Third Bank codes 25 $11,082 PY2024
- Cbiz codes 11 PY2024
- Cbiz Benefits and Insurance Service codes 11 $23,975 PY2023
- Fifth Third Bank codes 25 $11,229 PY2023
- Harding, Shymanski & Co. codes 10 $10,300 PY2023
- Cbiz codes 11 PY2023
- Cbiz codes 11 $40,100 PY2022
- Harding, Shymanski & Co. codes 10 $12,000 PY2022
- Fifth Third Bank codes 25 $11,755 PY2022
- Cbiz codes 11 PY2022
What changed
2 events
- Oct 1, 2024Funded status changedKerr Group, Inc. Retirement Income Plan I funded ratio 113.9% -> 120.2% (2023-10-01 to 2024-10-01)
- Oct 1, 2023Funded status changedKerr Group, Inc. Retirement Income Plan I funded ratio 104.6% -> 113.9% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 950898810-018
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.