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.

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Corporate pension

C•••• R••••••••• P•••

Corporate pensionKansas City, MO
Assets
$3.5B
Total assets, Mar 31, 2025 reported
Funded
101.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
56
6 managers on Schedule C
Plan sponsor: U••••• B••••••• G••••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 0.1%
  • U.S. Government securities 0.8%
  • Other investments 5.5%
  • Partnership/joint venture interests 38.1%
  • Common/collective trusts 54.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
56 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025J•••• E••••• D•••••• H••••• E•••••collective trustJ••••••• C•••• B•••, NaHedge / diversifiers$592,445 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• E••••• C••••••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• G••••• A•••••••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$169M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• E••• E••••• I•••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• G••••• S••••• E••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$466M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• V•••• A•••••••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$175M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• E••••• I•••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• I••••••••• E••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$71.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• M•• C•• C••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$42.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• L•••••••• F•••collective trustJ••••••• C•••• B•••, NaCash$30.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• I••••• F•••collective trustJ••••••• C•••• B•••, NaFixed income$250M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• E••••••• M•••••• E••••• F••••collective trustJ••••••• E••••••• M•••••• F•••Public equity$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• S•••••••• P••••••• F•••collective trustJ••• M••••• C••••Real estate$352M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• G••••• E••••••• M•••••• • O••collective trustJ••••••• C•••• B•••, NaPublic equity$121M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• C••• B••• F•••collective trustJ• M••••• C••• B••• F•••Fixed income$61.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• M•• F••••••• A••••••••• S••••collective trustJ••••••• C•••• B•••, NaPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• C•••••••• H••• Y•••• F•••collective trustJ• M••••• C••••Fixed income$118M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025J•••• H••• Y•••• B••• F•••collective trustJ••••••• C•••• B•••, NaFixed income$34.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• E••••• I•••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• I••••••••• E••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$34.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• M•• C•• C••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$42.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• L•••••••• F•••collective trustJ••••••• C•••• B•••, NaCash$68.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• I••••• F•••collective trustJ••••••• C•••• B•••, NaFixed income$49.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• E••••••• M•••••• E••••• F••••collective trustJ••••••• E••••••• M•••••• F•••Public equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• S•••••••• P••••••• F•••collective trustJ••• M••••• C••••Real estate$202M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• G••••• E••••••• M•••••• • O••collective trustJ••••••• C•••• B•••, NaPublic equity$114M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• C••• B••• F•••collective trustJ• M••••• C••• B••• F•••Fixed income$117M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• E••••• D•••••• H••••• E•••••collective trustJ••••••• C•••• B•••, NaHedge / diversifiers$606,213 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• E••••• C••••••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• G••••• A•••••••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$157M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• E••• E••••• I•••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• G••••• S••••• E••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$608M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• V•••• A•••••••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$65.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• M•• F••••••• A••••••••• S••••collective trustJ••••••• C•••• B•••, NaPooled vehicles$42.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• C•••••••• H••• Y•••• F•••collective trustJ• M••••• C••••Fixed income$51.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• A••••• V•••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$74.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024J•••• H••• Y•••• B••• F•••collective trustJ••••••• C•••• B•••, NaFixed income$51.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024H••••••••• P••••••• V• F•••103 12 ieH••••••••• Partners, LLCPooled vehicles$166,435 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• U• S•••• C•• E••••• B•••• F••collective trustJ••••••• C•••• B•••, NaPublic equity$33.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• E••••• D•••••• H••••• E•••••collective trustJ••••••• C•••• B•••, NaHedge / diversifiers$794,277 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• E••••• C••••••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• G••••• A•••••••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$165M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• E••• E••••• I•••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• G••••• S••••• E••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$581M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• V•••• A•••••••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$83.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• E••••• I•••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• I••••••••• E••••• F•••collective trustJ••••••• C•••• B•••, NaPublic equity$45.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• M•• C•• C••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$73.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• L•••••••• F•••collective trustJ••••••• C•••• B•••, NaCash$78.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• I••••• F•••collective trustJ••••••• C•••• B•••, NaFixed income$333M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• E••••••• M•••••• E••••• F••••collective trustJ••••••• E••••••• M•••••• F•••Public equity$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• S•••••••• P••••••• F•••collective trustJ••• M••••• C••••Real estate$254M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• G••••• E••••••• M•••••• • O••collective trustJ••••••• C•••• B•••, NaPublic equity$114M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• C••• B••• F•••collective trustJ• M••••• C••• B••• F•••Fixed income$60.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023J•••• A••••• V•••• F•••collective trustJ••••••• C•••• B•••, NaPooled vehicles$80.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023H••••••••• P••••••• V• F•••103 12 ieH••••••••• Partners, LLCPooled vehicles$192,689 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$3.5B Mar 31, 2025 reported Form 5500
$3.5B (2024-03) · $3.4B (2023-03)
Plan assets
$3.4B Apr 1, 2024 reported Form 5500
$3.4B (2023-04) · $3.7B (2022-04)
Net assets
$3.5B Mar 31, 2025 reported Form 5500
$3.4B (2024-03) · $3.4B (2023-03)
Funded ratio
101.7% Apr 1, 2024 reported Form 5500
103.6% (2023-04) · 120.0% (2022-04)
Funding target
$3.4B Apr 1, 2024 reported Form 5500
$3.3B (2023-04) · $3.1B (2022-04)
Discount rate
5.15% Apr 1, 2024 reported Form 5500
5.28% (2023-04) · 5.44% (2022-04)
Participants
36,970 Apr 1, 2024 reported Form 5500
37,354 (2023-04) · 36,556 (2022-04)
Contributions
$96.7M Mar 31, 2025 reported Form 5500
$48.6M (2024-03) · $92.5M (2023-03)
Benefits paid
$192M Mar 31, 2025 reported Form 5500
$181M (2024-03) · $170M (2023-03)
Net investment income
$48.0M Mar 31, 2025 reported Form 5500
$82.4M (2024-03) · $-300M (2023-03)
Investment management fees
$8.6M Mar 31, 2025 reported Form 5500
$3.5M (2024-03) · $5.8M (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 202536,970$3.4B$3.4B101.7%$3.5B$1.3Bn/an/a
2023 to Mar 31, 202437,354$3.4B$3.3B103.6%$3.5B$1.3Bn/an/a
2022 to Mar 31, 202336,556$3.7B$3.1B120.0%$3.4B$1.2Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
15 events
  • Mar 31, 2025Holding endedinference
    C•••• R••••••••• P••• no longer reports J•••• A••••• V•••• F••• (last held $74M at 2024-03-31; absent from the 2025-03-31 filing)
    with J•••• U• A••••• V•••• F•••askebsa.dol.gov
  • Mar 31, 2025Holding endedinference
    C•••• R••••••••• P••• no longer reports H••••••••• P••••••• V• F••• (last held $166,435 at 2024-03-31; absent from the 2025-03-31 filing)
    with H••••••••• P••••••• V• F•••askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    S••••••• O••••••••• F••• X• L• appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with S••••••• O••••••••• F••• X• L•askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    S••••••• I•• O•• F••• I• I•• L• appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with S••••••• I•• O•• F••• I• I•• L•askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    K••• S••••• G••••• I• appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with K••• S••••• G••••• I•askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    S•••••• appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with S••••••askebsa.dol.gov
  • Mar 31, 2024Holding endedinference
    C•••• R••••••••• P••• no longer reports J•••• U• S•••• C•• E••••• B•••• F•• (last held $33M at 2023-03-31; absent from the 2024-03-31 filing)
    with J•••• U• S•••• C•• E••••• B•••• F••askebsa.dol.gov
  • Mar 31, 2024Holding started
    C•••• R••••••••• P••• first reports an interest in J•••• M•• F••••••• A••••••••• S••••: $42M at 2024-03-31
    with J•••• M•• F••••••• A••••••••• S••••askebsa.dol.gov
  • Mar 31, 2024Holding started
    C•••• R••••••••• P••• first reports an interest in J•••• H••• Y•••• B••• F•••: $52M at 2024-03-31
    with J•••• H••• Y•••• B••• F•••askebsa.dol.gov
  • Mar 31, 2024Holding started
    C•••• R••••••••• P••• first reports an interest in J•••• C•••••••• H••• Y•••• F••• (J• M••••• C••••): $51M at 2024-03-31
    with J• M••••• C••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    I•••• C•••••• I••••• C••••• F••• I• no longer appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with I•••• C•••••• I••••• C••••• F••• I•askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    F•• G••• no longer appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with F•• G•••askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    R• F••••• I• no longer appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with R• F••••• I•askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    P••••••••• appears on C•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with P•••••••••askebsa.dol.gov
  • Apr 1, 2023Funded status changed
    C•••• R••••••••• P••• funded ratio 120.0% -> 103.6% (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 010689331-001
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.