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
LEE Enterprises, Incorporated Pension Plan
Corporate pensionDavenport, IA
Assets
$182M
Total assets, Dec 28, 2024 reported
Funded
98.1%
Dec 29, 2023
Private markets target
n/a
policy Dec 28, 2024
Commitments
0
none on the tape
Plan sponsor: LEE Enterprises, Inc.
Allocation policy
Form 5500, as of Dec 28, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
7 firms
- Mercer General consultantthrough Dec 28, 2024 Form 5500
- Western Asset Management Investment adviser (plan)through Dec 28, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 28, 2024 Form 5500
- State Street Corporation Custodianthrough Dec 28, 2023 Form 5500
- Wells Fargo Trusteethrough Dec 28, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 28, 2023 Form 5500
- Aon Actuarythrough Dec 28, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Metropolitan West Asset Managementplan years 2023
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 28, 2024 | 1,948 | $193M | $187M | 98.1% | $182M | n/a | $182M | n/a |
| 2022 to Dec 28, 2023 | 2,502 | $219M | $207M | 101.9% | $193M | n/a | $192M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc. codes 11 16 50 $931,389 PY2023
- Mercer codes 16 50 $63,737 PY2023
- Cohnreznick LLP codes 10 50 $60,000 PY2023
- State Street codes 18 21 28 49 50 $52,931 PY2023
- Groom Law Group codes 29 50 $9,944 PY2023
- John Hancock Life Insurance Company codes 13 50 $5,455 PY2023
- Pulitzer, Inc. Master Trust Sched. D M $182M PY2023
- AON Consulting, Inc codes 11 PY2023
- AON Consulting Inc. codes 11 16 50 $1.1M PY2022
- Metropolitan West Asset Management codes 28 50 $152,881 PY2022
- State Street codes 18 21 50 $150,598 PY2022
- Western Asset Management codes 27 50 $136,340 PY2022
- John Hancock Life Insurance Company codes 13 50 $11,423 PY2022
- Wells Fargo codes 21 50 $10,120 PY2022
- Prin Liquid Assets Sep Acct R-6 Sched. D P PY2022
- Pulitzer, Inc. Master Trust Sched. D M $192M PY2022
- AON Consulting, Inc codes 11 PY2022
What changed
6 events
- Dec 31, 2023Manager relationship endedinferenceMetropolitan West Asset Management no longer appears on LEE Enterprises, Incorporated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Metropolitan West Asset Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMercer appears on LEE Enterprises, Incorporated Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedState Street appears on LEE Enterprises, Incorporated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWestern Asset Management no longer appears on LEE Enterprises, Incorporated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Western Asset Managementaskebsa.dol.gov
- Dec 29, 2023Funded status changedLEE Enterprises, Incorporated Pension Plan funded ratio 101.9% -> 98.1% (2022-12-29 to 2023-12-29)
- Dec 29, 2023Assets changedLEE Enterprises, Incorporated Pension Plan plan assets $219M -> $193M (-12.2%, 2022-12-29 to 2023-12-29)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420823980-003
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.