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
Cooperative Pension Plan
Corporate pensionIndianapolis, IN
Assets
$229M
Total assets, Dec 31, 2024 reported
Funded
68.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Cooperative Pension / Savings Board
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 7.0%
- Partnership/joint venture interests 15.1%
- Common/collective trusts 5.7%
- Registered investment companies 64.2%
Consultants and advisers
4 firms
- Oxford Financial Group, Ltd Investment adviser (plan)through Dec 31, 2022 Form 5500
- Land O'Lakes, Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Nyhart Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
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
- Northern Trust Collective Eafe Inde2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Schroder Investment Management Nortplan years 2022
Commitments
2 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 Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $7.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,944 | $230M | $278M | 68.0% | $229M | $34.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 6,413 | $266M | $256M | 79.9% | $213M | $16.6M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nyhart codes 11 13 38 50 $838,990 PY2024
- Oxford Financial Group, Ltd codes 27 50 $147,920 PY2024
- Schroder Investment Management codes 28 50 $143,044 PY2024
- The Northern Trust Company codes 21 50 $124,076 PY2024
- Baker & Hostetler, LLP codes 29 50 $111,170 PY2024
- Forvis Mazars LLP codes 10 50 $31,080 PY2024
- Land O' Lakes Business Development codes 17 50 $10,000 PY2024
- NT Collective Short Term Investment Sched. D C $13.0M PY2024
- Nyhart codes 11 PY2024
- Nyhart codes 11 13 38 50 $809,132 PY2022
- Schroder Investment Management codes 28 50 $190,304 PY2022
- Oxford Financial Group, Ltd codes 27 50 $123,935 PY2022
- The Northern Trust Company codes 21 50 $121,403 PY2022
- Baker & Hostetler, LLP codes 29 50 $96,846 PY2022
- BKD, LLP codes 10 50 $23,390 PY2022
- Land O'Lakes Business Development codes 17 50 $7,500 PY2022
- NT Collective Short Term Investment Sched. D C $7.5M PY2022
- Nyhart codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedCooperative Pension Plan funded ratio 79.9% -> 68.0% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCooperative Pension Plan plan assets $266M -> $230M (-13.8%, 2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311257147-334
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.