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

Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees

Corporate pensionMinneapolis, MN
Assets
$396M
Total assets, Dec 31, 2024 reported
Funded
103.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Cargill, Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Master trust investment accounts 98.4%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
27 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$396M Dec 31, 2024 reported Form 5500
$422M (2023-12) · $421M (2022-12)
Plan assets
$422M Jan 1, 2024 reported Form 5500
$422M (2023-01) · $563M (2022-01)
Net assets
$0 Dec 31, 2024 reported Form 5500
$422M (2023-12) · $420M (2022-12)
Funded ratio
103.9% Jan 1, 2024 reported Form 5500
100.3% (2023-01) · 116.5% (2022-01)
Funding target
$415M Jan 1, 2024 reported Form 5500
$430M (2023-01) · $419M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.41% (2022-01)
Participants
5,688 Jan 1, 2024 reported Form 5500
5,818 (2023-01) · 5,956 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$27.7M Dec 31, 2024 reported Form 5500
$27.4M (2023-12) · $26.7M (2022-12)
Net investment income
$-25.9M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $-148M (2022-12)
Investment management fees
$1.9M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $4.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,688$422M$415M103.9%$396Mn/a$390Mn/a
2023 to Dec 31, 20235,818$422M$430M100.3%$422Mn/a$416Mn/a
2022 to Dec 31, 20225,956$563M$419M116.5%$421Mn/a$416Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
17 events
  • Dec 31, 2024Manager relationship started
    Fortress appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fortressaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Centerbridge appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Centerbridgeaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Mhr appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mhraskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Pimco Bravo appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pimco Bravoaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Summit Credit Fund II appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Summit Credit Fund IIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Och-Ziff Re no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Och-Ziff Reaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Quantum Energy appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Quantum Energyaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees funded ratio 100.3% -> 103.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Fortress no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fortressaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    The Bank of New York Mellon no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Sun Capital no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with SUN Capital Partners VI LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    SUP Pinebridge US Hy no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with SUP Pinebridge US Hyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Quantum Energy no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with Quantum Energyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Pimco no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Newton no longer appears on Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with BNY Mellonaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees funded ratio 116.5% -> 100.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees plan assets $563M -> $422M (-25.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410177680-003
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.