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
Babson Bros. Co. Pension Plan
Corporate pensionRomeoville, IL
Assets
$21.7M
Total assets, Dec 31, 2024 reported
Funded
80.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: GEA Farm Technologies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 6.0%
- Registered investment companies 92.5%
Consultants and advisers
2 firms
- Principal Investment adviser (plan)through Dec 31, 2024 Form 5500
- Principal Financial 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 the commitment tape
From the plan’s own commitment disclosures
- Principal6 rows, latest Dec 31, 2024
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $198,130 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $180,434 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $923,707 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $764,482 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $176,731 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$10,626 (2023-12) · $5,434 (2022-12)
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 | 490 | $21.9M | $28.5M | 80.9% | $21.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 497 | $21.5M | $29.1M | 81.4% | $21.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 509 | $27.4M | $29.4M | 90.8% | $21.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 27 50 64 $60,192 PY2024
- Prin Liquid Assets Sep Acct-I3 Sched. D P $198,130 PY2024
- Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $1.1M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $57,171 PY2023
- Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $923,707 PY2023
- Prin Liquid Assets Sep Acct-I3 Sched. D P $180,434 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $48,398 PY2022
- Lockton Investment Securities, LLC codes 49 55 99 PY2022
- Prin Liquid Assets Sep Acct-I3 Sched. D P $176,731 PY2022
- Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $764,482 PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferencePrincipal Life Insurance Company appears on Babson Bros. Co. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principalaskebsa.dol.gov
- Jan 1, 2023Funded status changedBabson Bros. Co. Pension Plan funded ratio 90.8% -> 81.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBabson Bros. Co. Pension Plan plan assets $27M -> $22M (-21.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 364037707-011
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.