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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Corporate pension

E••••• U• I••• F••• D•••• L•••• 1••• E••••••••• P•••••• P•••

Corporate pensionGreenfield, IN
Assets
$5.2M
Total assets, Dec 31, 2024 reported
Funded
110.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: E••••• U• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 93.8%
Consultants and advisers
4 firms
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
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$159,520 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C•••• 1••• Y• I••••• C• G••• B•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$684,524 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• A•• C•••••• W•••• I••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$894,510 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C•••• 1••• Y• I••••• C• G••• B•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$713,786 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• A•• C•••••• W•••• I••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C•••• 1••• Y• I••••• C• G••• B•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$666,772 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• A•• C•••••• W•••• I••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$5.2M Dec 31, 2024 reported Form 5500
$5.1M (2023-12) · $4.7M (2022-12)
Plan assets
$5.1M Jan 1, 2024 reported Form 5500
$4.6M (2023-01) · $4.9M (2022-01)
Net assets
$5.2M Dec 31, 2024 reported Form 5500
$5.1M (2023-12) · $4.7M (2022-12)
Funded ratio
110.7% Jan 1, 2024 reported Form 5500
123.5% (2023-01) · 105.9% (2022-01)
Funding target
$4.7M Jan 1, 2024 reported Form 5500
$4.1M (2023-01) · $4.3M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.36% (2022-01)
Participants
195 Jan 1, 2024 reported Form 5500
178 (2023-01) · 176 (2022-01)
Contributions
$323,276 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $847,758 (2022-12)
Benefits paid
$614,532 Dec 31, 2024 reported Form 5500
$189,572 (2023-12) · $298,195 (2022-12)
Net investment income
$135,705 Dec 31, 2024 reported Form 5500
$417,115 (2023-12) · $-265,729 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024195$5.1M$4.7M110.7%$5.2Mn/an/an/a
2023 to Dec 31, 2023178$4.6M$4.1M123.5%$5.1Mn/an/an/a
2022 to Dec 31, 2022176$4.9M$4.3M105.9%$4.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Consultant changedinference
    N••••••• Trust Company appears on E••••• U• I••• F••• D•••• L•••• 1••• E••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with N••••••• T•••• C••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    E••••• U• I••• F••• D•••• L•••• 1••• E••••••••• P•••••• P••• funded ratio 123.5% -> 110.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    E••••• U• I••• F••• D•••• L•••• 1••• E••••••••• P•••••• P••• funded ratio 105.9% -> 123.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 562002553-040
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.