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
Indiana Farm Bureau Retirement Plan
Corporate pensionIndianapolis, IN
Assets
$217M
Total assets, Dec 31, 2024 reported
Funded
98.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: United Farm Family Life Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 0.0%
- Common/collective trusts 84.3%
- Registered investment companies 15.6%
Consultants and advisers
3 firms
- MJ Retirement Pension consultantthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Investments 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
- Fidelity Institutional Asset Mgmt9 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2022
Commitments
9 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 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $36.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $66.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam 8-10 Year Corporate Bondcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $80.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $39.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $68.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam 8-10 Year Corporate Bondcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $84.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Long Corporate a Or Bettercollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $38.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Short Duration Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $70.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam 8-10 Year Corporate Bondcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $83.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$435,815 (2023-12) · $423,341 (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 | 1,835 | $231M | $201M | 98.5% | $217M | $97,005 | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,860 | $233M | $208M | 96.4% | $231M | $285,806 | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,896 | $301M | $209M | 103.6% | $233M | $583,131 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Instit Asset Manage codes 28 $412,206 PY2024
- FID Inv Inst Ops Co codes 15 $157,829 PY2024
- Johnson Lambert codes 10 $17,800 PY2024
- Procourse Fiduciary Advisors codes 17 $10,000 PY2024
- Fiam Long Corporate a Or Better Sched. D C $36.1M PY2024
- Fiam Short Duration Pool Sched. D C $66.6M PY2024
- Fiam 810 Year Corporate Bond Sched. D C $80.6M PY2024
- Fidelity Investments codes 11 PY2024
- Fidelity Instit Asset Manage codes 28 $425,815 PY2023
- FID Inv Inst Ops Co codes 15 $172,566 PY2023
- Johnson Lambert codes 10 $15,600 PY2023
- Procourse Fiduciary Advisors codes 17 $10,000 PY2023
- Fiam Short Duration Pool Sched. D C $68.5M PY2023
- Fiam Long Corporate a Or Better Sched. D C $39.7M PY2023
- Fiam 810 Year Corporate Bond Sched. D C $84.7M PY2023
- Fidelity Investments codes 11 PY2023
- Fidelity Instit Asset Manage codes 28 $421,128 PY2022
- FID Inv Inst Ops Co codes 15 $187,191 PY2022
- Johnson Lambert codes 10 $15,200 PY2022
- Milliman codes 11 $11,222 PY2022
- Procourse Fiduciary Advisors codes 17 $10,000 PY2022
- Fiam Short Duration Pool Sched. D C $70.0M PY2022
- Fiam 810 Year Corporate Bond Sched. D C $83.4M PY2022
- Fiam Long Corporate a Or Better Sched. D C $38.8M PY2022
- Fidelity Investments codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedIndiana Farm Bureau Retirement Plan funded ratio 96.4% -> 98.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedIndiana Farm Bureau Retirement Plan funded ratio 103.6% -> 96.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIndiana Farm Bureau Retirement Plan plan assets $301M -> $233M (-22.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351097117-107
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.