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
Duck River Electric Membership Corporation Retirement Plan
Corporate pensionShelbyville, TN
Assets
$60.2M
Total assets, Dec 31, 2024 reported
Funded
120.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Duck River Electric Membership Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Registered investment companies 95.9%
Consultants and advisers
2 firms
- US Bank Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough 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)
- Capfinancial Partners, LLCplan years 2024
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
31 readings
Investment management fees
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 | 223 | $53.2M | $39.6M | 120.8% | $60.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 218 | $45.4M | $36.8M | 119.9% | $53.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 219 | $55.7M | $39.4M | 119.8% | $45.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 $26,860 PY2024
- US Bank National Association codes 19 21 50 65 $21,276 PY2024
- Capfinancial Partners LLC codes 28 51 $17,610 PY2024
- US Bank National Association codes 19 21 62 PY2024
- USI Consulting Group codes 11 PY2024
- US Bank National Association codes 19 21 50 65 $18,613 PY2023
- US Bank National Association codes 19 21 62 PY2023
- USI Consulting Group codes 11 PY2023
- US Bank National Association codes 19 21 50 65 $18,616 PY2022
- US Bank National Association codes 19 21 62 PY2022
- USI Consulting Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedCapfinancial Partners LLC appears on Duck River Electric Membership Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedDuck River Electric Membership Corporation Retirement Plan total assets $53M -> $60M (+13.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedDuck River Electric Membership Corporation Retirement Plan plan assets $45M -> $53M (+17.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedDuck River Electric Membership Corporation Retirement Plan total assets $45M -> $53M (+17.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedDuck River Electric Membership Corporation Retirement Plan plan assets $56M -> $45M (-18.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 620186725-001
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.