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
Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division
Corporate pensionManitowoc, WI
Assets
$2.5M
Total assets, Jan 31, 2023 reported
Funded
104.9%
Feb 1, 2022
Private markets target
n/a
policy Jan 31, 2023
Commitments
0
none on the tape
Plan sponsor: Lakeside Foods, Inc.
Allocation policy
Form 5500, as of Jan 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.9%
- Registered investment companies 98.1%
Consultants and advisers
4 firms
- Anthony R. Battles Law Firm, P.A. Pension consultantthrough Jan 31, 2023 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Jan 31, 2023 Form 5500
- USI Consulting Group Actuarythrough Jan 31, 2023 Form 5500
- Hildi Inc., a Division of Usi C.G. Actuarythrough Jan 31, 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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jan 31, 2023 | 109 | $3.6M | $3.4M | 104.9% | $2.5M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BMO Harris Bank Na codes 19 21 27 28 49 50 51 52 62 63 $16,247 PY2022
- Hildi Inc., a Division of Usicg codes 11 17 50 $11,870 PY2022
- Anthony R. Battles Law Firm, P.A. codes 17 29 50 $9,433 PY2022
- Hildi Inc., a Division of Usi C.G. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390417640-002
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.