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
Southern Minnesota Beet Sugar Cooperative Retirement Plan B
Corporate pensionRenville, MN
Assets
$24.7M
Total assets, Feb 28, 2025 reported
Funded
73.9%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
none on the tape
Plan sponsor: Southern Minnesota Beet Sugar Cooperative
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.8%
- Corporate debt instruments (other) 6.0%
- U.S. Government securities 21.5%
- Registered investment companies 68.7%
Consultants and advisers
2 firms
- PWC US Consulting LLP Actuarythrough Feb 28, 2025 Form 5500
- Milliman, Inc. Actuarythrough Feb 28, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
31 readings
Investment management fees
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 Feb 28, 2025 | 477 | $23.4M | $33.2M | 73.9% | $24.7M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 421 | $21.8M | $31.9M | 74.8% | $22.8M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 433 | $25.8M | $31.0M | 82.2% | $21.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab Trust Bank codes 59 99 $32,327 PY2024
- Charles Schwab & Co., Inc. codes 59 99 PY2024
- PWC US Consulting LLP codes 11 PY2024
- Charles Schwab Trust Bank codes 59 99 $29,783 PY2023
- Charles Schwab & Co., Inc. codes 59 99 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman, Inc. codes 11 PY2022
What changed
2 events
- Mar 1, 2023Funded status changedSouthern Minnesota Beet Sugar Cooperative Retirement Plan B funded ratio 82.2% -> 74.8% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedSouthern Minnesota Beet Sugar Cooperative Retirement Plan B plan assets $26M -> $22M (-15.5%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410997475-002
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.