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
S. B. Foot Tanning Company Employees' Pension Plan
Corporate pensionRed Wing, MN
Assets
$4.0M
Total assets, Jun 30, 2024 reported
Funded
97.8%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2024
Commitments
11
none on the tape
Plan sponsor: S. B. Foot Tanning Company
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 13.0%
- Common/collective trusts 54.8%
- Registered investment companies 32.0%
Consultants and advisers
3 firms
- Transamerica Retirement Solutions Actuarythrough Jun 30, 2023 Form 5500
- Mercer Actuarythrough Jun 30, 2023 Form 5500
- US Bank Trusteethrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street Global Advisors Trust3 rows, latest Jun 30, 2024
- State Street - Russell 20002 rows, latest Jun 30, 2024
Commitments
11 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 Jun 30, 2024 | Mercer Passive Long Credit Fixed incollective trust | Mercer Collective Trust | Private credit | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Collective Trust | Pooled vehicles | $276,038 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Collective Trust | Public equity | $176,921 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | International Index Non-Lending Sercollective trust | State Street Global Advisors Trust | Pooled vehicles | $219,823 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | CF Russell Small Cap (r) Indx Nl Sfcollective trust | State Street - Russell 2000 | Public equity | $44,658 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | CF Ssga Intermediate US Govt Bond Icollective trust | State Street Global Advisors Trust | Fixed income | $110,249 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Mercer Passive Long Credit Fixed incollective trust | Mercer Collective Trust | Private credit | $17.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Mercer Passive Long Government Fixecollective trust | Mercer Collective Trust | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Collective Trust | Public equity | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | International Index Non-Lending Sercollective trust | State Street Global Advisors Trust | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | CF Russell Small Cap (r) Indx Nl Sfcollective trust | State Street - Russell 2000 | Public equity | $583,015 held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jun 30, 2024 | 292 | $28.8M | $31.2M | 97.8% | $4.0M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 297 | $30.8M | $31.4M | 104.0% | $29.1M | 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 27 50 $135,370 PY2023
- BDO USA, LLP codes 10 50 $33,239 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $31,024 PY2023
- US Bank codes 21 50 $8,450 PY2023
- International Index Non-Lending Ser Sched. D C $219,823 PY2023
- Russell Small Cap Index Nl Sf Sched. D C $44,658 PY2023
- Intermediate US Govt Bond Indx Sched. D C $110,249 PY2023
- Long Duration Investment Grade Fixe Sched. D C $1.3M PY2023
- Long Duration Passive Income Portfo Sched. D C $276,038 PY2023
- U.S. Large Cap Core Passive Equity Sched. D C $176,921 PY2023
- Mercer codes 11 PY2023
- Mercer US LLC codes 11 27 50 $159,214 PY2022
- BDO USA, LLP codes 10 50 $25,505 PY2022
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $24,652 PY2022
- US Bank codes 21 50 $8,614 PY2022
- Russell Small Cap Index Nl Sf Sched. D C $583,015 PY2022
- Long Duration Investment Grade Fixe Sched. D C $17.2M PY2022
- Long Duration Passive Income Portfo Sched. D C $4.7M PY2022
- U.S. Large Cap Core Passive Equity Sched. D C $2.3M PY2022
- International Index Non-Lending Ser Sched. D C $2.8M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jun 30, 2024Holding startedS. B. Foot Tanning Company Employees' Pension Plan first reports an interest in CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust): $110,249 at 2024-06-30with State Street Global Advisors Trustaskebsa.dol.gov
- Jun 30, 2024Assets changedS. B. Foot Tanning Company Employees' Pension Plan total assets $29M -> $4M (-86.4%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedS. B. Foot Tanning Company Employees' Pension Plan funded ratio 104.0% -> 97.8% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410261210-101
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.