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
Commoloco Retirement Plan
Corporate pensionEvansville, IN
Assets
$8.5M
Total assets, Dec 31, 2024 reported
Funded
75.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Commoloco, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.7%
- Registered investment companies 92.9%
Consultants and advisers
4 firms
- Banco Popular Trusteethrough Dec 31, 2024 Form 5500
- State Street Bank & Trust Company CustodianTrusteethrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Banco Popular de Puerto Rico Trusteethrough Dec 31, 2022 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)
- AON Hewitt Investment Consulting, Iplan years 2022
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
32 readings
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 | 519 | $8.8M | $11.6M | 75.8% | $8.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 522 | $8.5M | $11.9M | 71.1% | $8.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 529 | $12.3M | $11.9M | 103.7% | $8.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Investments USA Inc codes 28 50 51 $73,132 PY2024
- Banco Popular codes 21 50 62 $57,468 PY2024
- State Street Corporation codes 19 21 25 28 50 51 52 68 $38,010 PY2024
- Whitley Penn LLP codes 10 50 $20,280 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Investments USA Inc codes 28 50 51 $59,605 PY2023
- Banco Popular codes 21 50 62 $57,802 PY2023
- State Street Corporation codes 19 21 25 28 50 51 52 68 $38,010 PY2023
- Whitley Penn LLP codes 10 50 $18,510 PY2023
- AON Consulting, Inc. codes 11 PY2023
- Banco Popular codes 21 50 62 $58,168 PY2022
- AON Investments USA Inc codes 28 50 51 $57,320 PY2022
- State Street Corporation codes 21 25 28 50 51 52 68 $36,200 PY2022
- Whitley Penn LLP codes 10 50 $17,000 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedCommoloco Retirement Plan funded ratio 71.1% -> 75.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCommoloco Retirement Plan funded ratio 103.7% -> 71.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommoloco Retirement Plan plan assets $12M -> $8M (-31.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 660384086-012
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.