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
N••••••• P•••••• P•••
Corporate pensionMerrillville, IN
Assets
$1.0B
Total assets, Dec 31, 2024 reported
Funded
98.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: N••••••• I•••••• P••••• S•••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- N••••••• T•••• C•• Trusteethrough Dec 31, 2024 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- A•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- N••• I••••••••• A•••••••• L••plan years 2024
- D•••• • C••plan years 2024
- M•••••••• I••••••••• M•••• A•••••••plan years 2023
- A•••••••• G••••• I••••••••• L••plan years 2023
- B•••••••• I••••••••• T•••• C••••plan years 2023
- A••••••• A•••• M•••••••••plan years 2023
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
Investment management fees
$58,828 (2023-12) · $-105,772 (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 | 6,655 | $1.1B | $1.0B | 98.8% | $1.0B | n/a | $1.0B | n/a |
| 2023 to Dec 31, 2023 | 6,816 | $1.1B | $1.1B | 95.7% | $1.1B | n/a | $1.1B | n/a |
| 2022 to Dec 31, 2022 | 6,997 | $1.4B | $1.1B | 114.3% | $1.1B | n/a | $1.1B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- D•••• and Cox codes 28 50 51 $1.3M PY2024
- N••• Investment Advisors codes 28 50 51 $238,590 PY2024
- M•••••••• I••••••••• M•••• A••••••• codes 28 50 51 $231,138 PY2024
- N••••••• Trust codes 21 50 $213,276 PY2024
- Porter, Wright, Morris and Arthur codes 29 50 $61,634 PY2024
- AON C••••••••• codes 11 50 $60,256 PY2024
- Mcconnell & Jones LLP codes 10 50 $45,000 PY2024
- Alight Solutions LLC codes 15 50 $9,598 PY2024
- N••••••• Inc. Master Retirement Tr. Sched. D M $1.0B PY2024
- AON C•••••••••, Inc codes 11 PY2024
- B•••••••• I••••••••• Trust Co. codes 28 50 51 $49,233 PY2023
- Alight Solutions LLC codes 15 50 $48,570 PY2023
- Mcconnell & Jones LLP codes 10 50 $45,325 PY2023
- Porter, Wright, Morris and Arthur codes 29 50 $37,693 PY2023
- Abrdn Inc. codes 28 50 51 $10,048 PY2023
- A•••••••• Global Investments, LLC codes 28 50 51 $8,976 PY2023
- M•••••••• I••••••••• M•••• A••••••• codes 28 50 51 $6,836 PY2023
- Deloitte and Touche LLP codes 10 50 $6,358 PY2023
- N••••••• Inc. Master Retirement Tr. Sched. D M $1.1B PY2023
- AON C•••••••••, Inc codes 11 PY2023
- Porter, Wright, Morris and Arthur codes 29 50 $54,976 PY2022
- Deloitte and Touche LLP codes 10 50 $42,860 PY2022
- AON C••••••••• codes 11 50 $11,575 PY2022
- N••••••• Inc. Master Retirement Tr. Sched. D M $1.1B PY2022
- AON C•••••••••, Inc codes 11 PY2022
What changed
12 events
- Dec 31, 2024Manager relationship endedinferenceA•••••••• Global Investments, LLC no longer appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A•••••••• G••••• I••••••••• L••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedN••• Investment Advisors appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N••• I••••••••• A•••••••• L••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceB•••••••• I••••••••• Trust Co. no longer appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B•••••••• I••••••••• T•••• C••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAbrdn Inc. no longer appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A••••••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedD•••• and Cox appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with D•••• • C••askebsa.dol.gov
- Jan 1, 2024Funded status changedN••••••• P•••••• P••• funded ratio 95.7% -> 98.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedM•••••••• I••••••••• M•••• A••••••• appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••••• I••••••••• M•••• A•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedB•••••••• I••••••••• Trust Co. appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••• I••••••••• T•••• C••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedAbrdn Inc. appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedA•••••••• Global Investments, LLC appears on N••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•••••••• G••••• I••••••••• L••askebsa.dol.gov
- Jan 1, 2023Funded status changedN••••••• P•••••• P••• funded ratio 114.3% -> 95.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedN••••••• P•••••• P••• plan assets $1.4B -> $1.1B (-27.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350552990-001
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.