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
Pension Plan for Collectively Bargained Indianapolis Water Employees
Corporate pensionIndianapolis, IN
Assets
$7.8M
Total assets, Dec 31, 2024 reported
Funded
138.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Citizens Energy Group
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.7%
- Registered investment companies 96.3%
Consultants and advisers
2 firms
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Mercer 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
- Principal Trust Co.1 rows, latest Dec 31, 2022
Commitments
3 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 | Allspring St Investment Fund S1collective trust | Principal Financial Group Inc | Pooled vehicles | $285,633 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring St Investment Fund S1collective trust | Principal Financial Group Inc | Pooled vehicles | $29,160 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $317,093 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 100 | $8.4M | $6.4M | 138.3% | $7.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 110 | $8.1M | $7.2M | 123.4% | $8.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 145 | $16.1M | $11.1M | 135.3% | $8.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer (US) LLC codes 11 17 $225,577 PY2024
- Faegre Drinker Biddle & Reath LLP codes 29 $86,319 PY2024
- Principal Trust Company codes 21 $7,500 PY2024
- Principal Short Term Investment a Sched. D C $285,633 PY2024
- Mercer codes 11 PY2024
- Principal Trust Company codes 21 $7,500 PY2023
- Principal Short Term Investment a Sched. D C $29,160 PY2023
- Mercer codes 11 PY2023
- Principal Bank codes 21 $7,500 PY2022
- Principal Short Term Investment F Sched. D C $317,093 PY2022
- Mercer codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceMercer (US) LLC appears on Pension Plan for Collectively Bargained Indianapolis Water Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan for Collectively Bargained Indianapolis Water Employees funded ratio 123.4% -> 138.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPension Plan for Collectively Bargained Indianapolis Water Employees first reports an interest in Allspring St Investment Fund S1: $29,160 at 2023-12-31with Allspring St Investment Fund S1askebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan for Collectively Bargained Indianapolis Water Employees no longer reports Principal Trust Co. (Principal Trust Co.) (last held $317,093 at 2022-12-31; absent from the 2023-12-31 filing)with Principal Trust Co.askebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Collectively Bargained Indianapolis Water Employees funded ratio 135.3% -> 123.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Collectively Bargained Indianapolis Water Employees plan assets $16M -> $8M (-50.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356000930-005
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.