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

Loop LLC Employees' Retirement Plan

Corporate pensionCovington, LA

Assets

$113M

Total assets, Dec 31, 2024 reported

Funded

124.3%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Loop LLC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.9%
Common/collective trusts 98.0%
Registered investment companies 1.1%

Consultants and advisers

1 firms

USI Consulting Group Actuarythrough Dec 31, 2022 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

29 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 Dec 31, 2024	Liability Driven Solution Cit IIcollective trust	Principal Life Insurance Company	Pooled vehicles	$65.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Liability Driven Solution Cit III Ncollective trust	Principal Life Insurance Company	Pooled vehicles	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock Intl Eqty Indexcollective trust	Principal Life Insurance Company	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p Mc Indx Citcollective trust	Principal Life Insurance Company	Pooled vehicles	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	Principal Life Insurance Company	Pooled vehicles	$20.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal Life Insurance Company	Public equity	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pfg/federated Total Return Bond Citcollective trust	Principal Life Insurance Company	Fixed income	$228,735 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blackrock US Agg Bondcollective trust	Principal Life Insurance Company	Fixed income	$228,251 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal/dodge & Cox Intermediatecollective trust	Principal Life Insurance Company	Pooled vehicles	$227,598 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Liability Driven Solution Cit Icollective trust	Principal Life Insurance Company	Pooled vehicles	$7.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock Intl Eqty Indexcollective trust	Principal Life Insurance Company	Pooled vehicles	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p Mc Indx Citcollective trust	Principal Life Insurance Company	Pooled vehicles	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/blackrock S&p 500 Indexcollective trust	Principal Life Insurance Company	Pooled vehicles	$27.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Liability Driven Solution Cit IIcollective trust	Principal Life Insurance Company	Pooled vehicles	$49.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Liability Driven Solution Cit III Ncollective trust	Principal Life Insurance Company	Pooled vehicles	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal Life Insurance Company	Public equity	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pfg/federated Total Return Bond Citcollective trust	Principal Life Insurance Company	Fixed income	$169,555 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Blackrock US Agg Bondcollective trust	Principal Life Insurance Company	Fixed income	$169,343 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal/dodge & Cox Intermediatecollective trust	Principal Life Insurance Company	Pooled vehicles	$170,628 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Liability Driven Solution Cit Icollective trust	Principal Life Insurance Company	Pooled vehicles	$12.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Liability Driven Solution Cit IIcollective trust	Principal	Pooled vehicles	$43.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Liability Driven Solution Cit III Ncollective trust	Principal	Pooled vehicles	$4.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock Intl Eqty Indexcollective trust	Principal	Pooled vehicles	$6.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p Mc Indx Citcollective trust	Principal	Pooled vehicles	$7.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/blackrock S&p 500 Indexcollective trust	Principal	Pooled vehicles	$31.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/multi-Manager Small Cap Cit Ncollective trust	Principal	Public equity	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pfg/federated Total Return Bond Citcollective trust	Principal	Fixed income	$69,439 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Blackrock US Agg Bondcollective trust	Principal	Fixed income	$69,058 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal/dodge & Cox Intermediatecollective trust	Principal	Pooled vehicles	$69,891 held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$113M Dec 31, 2024 reported Form 5500

$112M (2023-12) · $99.1M (2022-12)

Plan assets

$111M Jan 1, 2024 reported Form 5500

$99.1M (2023-01) · $132M (2022-01)

Net assets

$113M Dec 31, 2024 reported Form 5500

$111M (2023-12) · $99.1M (2022-12)

Funded ratio

124.3% Jan 1, 2024 reported Form 5500

119.8% (2023-01) · 145.0% (2022-01)

Funding target

$94.7M Jan 1, 2024 reported Form 5500

$90.9M (2023-01) · $84.9M (2022-01)

Discount rate

5.26% Jan 1, 2024 reported Form 5500

5.34% (2023-01) · 5.51% (2022-01)

Participants

348 Jan 1, 2024 reported Form 5500

213 (2023-01) · 347 (2022-01)

Contributions

$1.2M Dec 31, 2024 reported Form 5500

$2.5M (2023-12) · $1.3M (2022-12)

Benefits paid

$4.8M Dec 31, 2024 reported Form 5500

$4.5M (2023-12) · $4.3M (2022-12)

Net investment income

$2.4M Dec 31, 2024 reported Form 5500

$11.9M (2023-12) · $-32.4M (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	348	$111M	$94.7M	124.3%	$113M	n/a	n/a	n/a
2023 to Dec 31, 2023	213	$99.1M	$90.9M	119.8%	$112M	n/a	n/a	n/a
2022 to Dec 31, 2022	347	$132M	$84.9M	145.0%	$99.1M	n/a	n/a	n/a

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

Liability Driven Solution Cit III N Sched. D C $5.1M PY2024
International Equity Index Cit N Sched. D C $4.0M PY2024
S&p Midcap Index Cit N Sched. D C $4.9M PY2024
S&p 500 Index Cit N Sched. D C $20.8M PY2024
Multi-Manager Small Cap Sched. D C $2.6M PY2024
Liability Driven Solution Cit II N Sched. D C $65.8M PY2024
Federated Total Return Bond Cit N Sched. D C $228,735 PY2024
Blackrock US Agg Bond Sched. D C $228,251 PY2024
Dodge & Cox Intermediate Bond Cit F Sched. D C $227,598 PY2024
Liability Driven Solution Cit I Sched. D C $7.3M PY2024
USI Consulting codes 11 PY2024
Multi-Manager Small Cap Sched. D C $3.5M PY2023
Internationalequityindex Cit N Sched. D C $5.3M PY2023
S&p Midcap Index Cit N Sched. D C $6.7M PY2023
S&p 500 Index Cit N Sched. D C $27.4M PY2023
Liabilitydrivensolution Cit II Sched. D C $49.0M PY2023
Liabilitydrivensolution Citiii Sched. D C $3.9M PY2023
Federated Ttl Retrn Bond Cit N Sched. D C $169,555 PY2023
Blackrock US Agg Bond Sched. D C $169,343 PY2023
Dodgeandcoxintermediatebndcitf Sched. D C $170,628 PY2023
Liabilitydrivensolution Cit I Sched. D C $12.3M PY2023
USI Consulting codes 11 PY2023
Liability Driven Solution Cit II N Sched. D C $43.2M PY2022
Liability Driven Solution Cit III N Sched. D C $4.0M PY2022
International Equity Index Cit F Sched. D C $6.6M PY2022
S&p Midcap Index Cit F Sched. D C $7.7M PY2022
S&p 500 Index Cit F Sched. D C $31.4M PY2022
Multi-Manager Small Cap Sched. D C $4.1M PY2022
Derated Total Return Bond Cit F Sched. D C $69,439 PY2022
Blackrock US Agg Bond Sched. D C $69,058 PY2022
Dodge & Cox Intermediate Bond Cit F Sched. D C $69,891 PY2022
USI Consulting codes 11 PY2022

What changed

6 events

Jan 1, 2024Funded status changed
Loop LLC Employees' Retirement Plan funded ratio 119.8% -> 124.3% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
Loop LLC Employees' Retirement Plan plan assets $99M -> $111M (+12.0%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding started
Loop LLC Employees' Retirement Plan first reports an interest in Liability Driven Solution Cit I: $12M at 2023-12-31
with Liability Driven Solution Cit Iaskebsa.dol.gov
Dec 31, 2023Assets changed
Loop LLC Employees' Retirement Plan total assets $99M -> $112M (+13.2%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Loop LLC Employees' Retirement Plan funded ratio 145.0% -> 119.8% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Loop LLC Employees' Retirement Plan plan assets $132M -> $99M (-24.6%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

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

Provenance

Identifiers: EIN-PN 721335490-001

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.