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

The Restated Ag Processing Inc Retirement Plan

Corporate pensionOmaha, NE

Assets

$379M

Total assets, Mar 31, 2025 reported

Funded

103.0%

Apr 1, 2024

Private markets target

n/a

policy Mar 31, 2025

Commitments

none on the tape

Plan sponsor: AG Processing Inc

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Common/collective trusts 61.6%
Registered investment companies 38.4%

Consultants and advisers

2 firms

Principal Trusteethrough Dec 31, 2022 Form 5500
Mercer 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

30 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 Mar 31, 2025	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$11.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$44.0M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$26.2M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$25.1M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$18.4M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Allspring Core Bond Cit Fcollective trust	SEI Trust Company	Fixed income	$39.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Pfg/federated Total Return Bond Citcollective trust	SEI Trust Company	Fixed income	$39.9M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Allspring St Investment Fund S1collective trust	SEI Trust Company	Pooled vehicles	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/ab Large Cap Growth Citcollective trust	SEI Trust Company	Public equity	$11.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$44.1M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$25.5M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$25.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$13.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$17.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Allspring Core Bond Cit Fcollective trust	SEI Trust Company	Fixed income	$37.5M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Pfg/federated Total Return Bond Citcollective trust	SEI Trust Company	Fixed income	$37.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Allspring St Investment Fund S1collective trust	SEI Trust Company	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	Principal/ab Large Cap Growth Citcollective trust	SEI Trust Company	Public equity	$12.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Principal/trp Inst Lcg Mgd Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$11.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Principal/blackrock S&p 500 Indexcollective trust	SEI Trust Company	Pooled vehicles	$39.4M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Principal/mfs Value Cit Fcollective trust	SEI Trust Company	Pooled vehicles	$22.2M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Principal/blackrock S&p Mc Indx Citcollective trust	SEI Trust Company	Pooled vehicles	$23.1M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$11.4M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Principal/blackrock Intl Eqty Indexcollective trust	SEI Trust Company	Pooled vehicles	$16.2M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Allspring Core Bond Cit Fcollective trust	SEI Trust Company	Fixed income	$33.3M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Pfg/federated Total Return Bond Citcollective trust	SEI Trust Company	Fixed income	$33.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Allspring St Investment Fund S1collective trust	SEI Trust Company	Pooled vehicles	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2023	Principal/ab Large Cap Growth Cit Ncollective trust	SEI Trust Company	Public equity	$12.0M held	Disclosed holding	askebsa.dol.gov

Size and funding

39 readings

Total assets

$379M Mar 31, 2025 reported Form 5500

$368M (2024-03) · $333M (2023-03) · $0 (2022-12)

Plan assets

$368M Apr 1, 2024 reported Form 5500

$335M (2023-04) · $26.2M (2022-04)

Net assets

$379M Mar 31, 2025 reported Form 5500

$368M (2024-03) · $333M (2023-03) · $0 (2022-12)

Funded ratio

103.0% Apr 1, 2024 reported Form 5500

111.6% (2023-04) · 107.5% (2022-04)

Funding target

$293M Apr 1, 2024 reported Form 5500

$284M (2023-04) · $20.7M (2022-04)

Discount rate

5.37% Apr 1, 2024 reported Form 5500

5.36% (2023-04) · 5.44% (2022-04)

Participants

2,856 Apr 1, 2024 reported Form 5500

2,779 (2023-04) · 237 (2022-04)

Contributions

$12.0M Mar 31, 2025 reported Form 5500

$12.0M (2024-03) · $20.1M (2023-03) · $0 (2022-12)

Benefits paid

$19.7M Mar 31, 2025 reported Form 5500

$18.8M (2024-03) · $17.5M (2023-03) · $1.1M (2022-12)

Net investment income

$11.3M Mar 31, 2025 reported Form 5500

$34.7M (2024-03) · $-18.0M (2023-03) · $-3.8M (2022-12)

Investment management fees

$334,507 Mar 31, 2025 reported Form 5500

$300,216 (2024-03) · $277,420 (2023-03) · $21,538 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Mar 31, 2025	2,856	$368M	$293M	103.0%	$379M	n/a	n/a	n/a
2023 to Mar 31, 2024	2,779	$335M	$284M	111.6%	$368M	n/a	n/a	n/a
2022 to Mar 31, 2023	2,496	$345M	$247M	113.6%	$333M	n/a	n/a	n/a
2022 to Dec 31, 2022	237	$26.2M	$20.7M	107.5%	$0	n/a	n/a	n/a

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

Principal Financial Group codes 21 24 27 28 50 $333,507 PY2024
Mercer codes 11 50 $126,541 PY2024
Spencer Fane codes 29 50 $10,526 PY2024
Principal/mfs Value Cit N Sched. D C $26.2M PY2024
Principal/blackrock S&p Mc Indx Cit Sched. D C $25.1M PY2024
Pfg/multi-Manager Small Cap Cit N Sched. D C $13.5M PY2024
Principal/trp Inst Lcg Mgd Cit N Sched. D C $11.8M PY2024
Principal/blackrock S&p 500 Index N Sched. D C $44.0M PY2024
Pfg/federated Total Return Bond Cit Sched. D C $39.9M PY2024
Allspring St Investment Fund S1 Sched. D C $3.2M PY2024
Principal/ab Large Cap Growth Cit Sched. D C $11.6M PY2024
Principal/blackrock Intl Eqty Indx Sched. D C $18.4M PY2024
Allspring Core Bond Cit F Sched. D C $39.7M PY2024
Mercer codes 11 PY2024
Principal Financial Group codes 21 24 27 28 50 $300,216 PY2023
Mercer codes 11 50 $94,107 PY2023
Principal/blackrock S&p Mc Indx Cit Sched. D C $25.8M PY2023
Principal/trp Inst Lcg Mgd Cit N Sched. D C $12.6M PY2023
Principal/blackrock S&p 500 Index N Sched. D C $44.1M PY2023
Principal/mfs Value Cit N Sched. D C $25.5M PY2023
Pfg/multi-Manager Small Cap Cit N Sched. D C $13.8M PY2023
Principal/blackrock Intl Eqty Indx Sched. D C $17.6M PY2023
Allspring Core Bond Cit F Sched. D C $37.5M PY2023
Pfg/federated Total Return Bond Cit Sched. D C $37.7M PY2023
Allspring St Investment Fund S1 Sched. D C $3.8M PY2023
Principal/ab Large Cap Growth Cit N Sched. D C PY2023
Principal/ab Large Cap Growth Cit Sched. D C $12.7M PY2023
Mercer codes 11 PY2023
Principal Financial Group codes 21 24 27 28 50 $277,420 PY2022
Mercer codes 11 50 $92,346 PY2022
Principal Financial Group codes 21 24 27 28 50 $21,538 PY2022
Mercer codes 11 50 $8,202 PY2022
Pfg/multi-Manager Small Cap Cit N Sched. D C $11.4M PY2022
Principal/blackrock Intl Eqty Indx Sched. D C $16.2M PY2022
Allspring Core Bond Cit F Sched. D C $33.3M PY2022
Pfg/federated Total Return Bond Cit Sched. D C $33.7M PY2022
Pfg/blackrock St Investment Fund S1 Sched. D C $5.7M PY2022
Principal/ab Large Cap Growth Cit N Sched. D C $12.0M PY2022
Pfg/federated Total Return Bond Cit Sched. D C PY2022
Principal/trp Inst Lcg Mgd Cit N Sched. D C $11.6M PY2022
Principal/blackrock S&p 500 Index N Sched. D C $39.4M PY2022
Principal/mfs Value Cit N Sched. D C $22.2M PY2022
Principal/blackrock S&p Mc Indx Cit Sched. D C $23.1M PY2022
Allspring Core Bond Cit F Sched. D C PY2022
Pfg/blackrock St Investment Fund S1 Sched. D C PY2022
Principal/trp Inst Lcg Mgd Cit F Sched. D C PY2022
Principal/blackrock S&p 500 Index Sched. D C PY2022
Principal/mfs Value Cit F Sched. D C PY2022
Principal/blackrock S&p Mc Indx Cit Sched. D C PY2022
Pfg/multi-Manager Small Cap Cit N Sched. D C PY2022
Principal/blackrock Intl Eqty Indx Sched. D C PY2022
Mercer codes 11 PY2022
Mercer codes 11 PY2022

What changed

4 events

Apr 1, 2024Funded status changed
The Restated Ag Processing Inc Retirement Plan funded ratio 111.6% -> 103.0% (2023-04-01 to 2024-04-01)
askebsa.dol.gov
Mar 31, 2024Assets changed
The Restated Ag Processing Inc Retirement Plan total assets $333M -> $368M (+10.5%, 2023-03-31 to 2024-03-31)
askebsa.dol.gov
Apr 1, 2023Funded status changed
The Restated Ag Processing Inc Retirement Plan funded ratio 107.5% -> 111.6% (2022-04-01 to 2023-04-01)
askebsa.dol.gov
Apr 1, 2023Assets changed
The Restated Ag Processing Inc Retirement Plan plan assets $26M -> $335M (+1176.6%, 2022-04-01 to 2023-04-01)
askebsa.dol.gov

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

Provenance

Identifiers: EIN-PN 710970028-020

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.