MFA Employees Retirement Plan
Corporate pension, based in Columbia, Missouri, reporting $155M in assets, for 1,885 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, MFA Employees Retirement Plan no longer reports Carillon Eagle Mc Growth Cit 1 (last held $6M at 2023-12-31; absent from the 2024-12-31 filing).
4 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- Allspring Special Mc Val E13 commitments
- Carillon Eagle Mc Growth Cit 12 commitments
- AB Large Cap Growth Collective Trst1 commitment
- Allspring3 commitments
- Alliance Bernstein, L.P.1 commitment
- Macquarie Group1 commitment
Relationship network
19 connected entities7 observed commitments4 repeat counterpartiescommitments 2022 to 2024
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 0.5%
- Non-interest-bearing cash 0.4%
- Common/collective trusts 4.8%
- Registered investment companies 92.7%
Consultants and advisers
- Pension Consultants Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Hewitt Associates Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Allspring3 rows, latest Dec 31, 2024
- Alliance Bernstein, L.P.1 row, latest Dec 31, 2022
- Macquarie Group1 row, latest Dec 31, 2022
- Macquarie Groupplan years
What changed
- Dec 31, 2024Holding endedinferenceMFA Employees Retirement Plan no longer reports Carillon Eagle Mc Growth Cit 1 (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Carillon Eagle Mc Growth Cit 1askebsa.dol.gov
- Jan 1, 2024Funded status changedMFA Employees Retirement Plan funded ratio 87.2% -> 95.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedMFA Employees Retirement Plan plan assets $130M -> $146M (+12.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceMFA Employees Retirement Plan no longer reports Macquarie Collective Investment Tr (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)with Macquarie Collective Investment Traskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceMFA Employees Retirement Plan no longer reports AB Large Cap Growth Collective Trst (Alliance Bernstein, L.P.) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)with Alliance Bernstein, L.P.askebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Allspring Special Mc Val E1collective trust | Allspring | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring Special Mc Val E1collective trust | Allspring | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Carillon Eagle Mc Growth Cit 1collective trust | Carillion Eagle Mig Cap Growth Cit | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov |
+4 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,885 | $146M | $153M | 95.7% | $155M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,050 | $130M | $149M | 87.2% | $145M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,963 | $155M | $144M | 107.8% | $130M | Not disclosed | Not disclosed | Not disclosed |
- AON Hewitt codes 11 17 $144,327 PY2024
- MFA Incorporated codes 30 35 36 49 $81,431 PY2024
- John Hancock Retirement Plan Svcs codes 15 62 64 $72,865 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
MFA Employees Retirement Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source 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
+5 connections on the graph
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