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

Nebraska Boiler Union Pension Plan

Corporate pensionThomasville, GA
Assets
$14.8M
Total assets, Oct 31, 2025 reported
Funded
86.3%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
16
none on the tape
Plan sponsor: The Cleaver-Brooks Company, Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 98.9%
Consultants and advisers
1 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
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$986,094 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$524,251 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$891,674 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$460,148 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$376,226 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$650,037 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$887,608 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$3.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$14.8M Oct 31, 2025 reported Form 5500
$13.0M (2024-10) · $10.5M (2023-10)
Plan assets
$13.2M Nov 1, 2024 reported Form 5500
$10.7M (2023-11) · $10.4M (2022-11)
Net assets
$14.8M Oct 31, 2025 reported Form 5500
$13.0M (2024-10) · $10.5M (2023-10)
Funded ratio
86.3% Nov 1, 2024 reported Form 5500
84.8% (2023-11) · 89.3% (2022-11)
Funding target
$14.2M Nov 1, 2024 reported Form 5500
$13.9M (2023-11) · $12.8M (2022-11)
Discount rate
5.41% Nov 1, 2024 reported Form 5500
5.31% (2023-11) · 5.49% (2022-11)
Participants
177 Nov 1, 2024 reported Form 5500
193 (2023-11) · 200 (2022-11)
Contributions
$874,303 Oct 31, 2025 reported Form 5500
$1.0M (2024-10) · $596,846 (2023-10)
Benefits paid
$585,549 Oct 31, 2025 reported Form 5500
$541,875 (2024-10) · $484,728 (2023-10)
Net investment income
$1.8M Oct 31, 2025 reported Form 5500
$2.5M (2024-10) · $345,916 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025177$13.2M$14.2M86.3%$14.8Mn/an/an/a
2023 to Oct 31, 2024193$10.7M$13.9M84.8%$13.0Mn/an/an/a
2022 to Oct 31, 2023200$10.4M$12.8M89.3%$10.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $43,364 PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $4.3M PY2024
  • Prin Smcap S&p 600 Index Sa-R6 Sched. D P $986,094 PY2024
  • Prin Inflation Protect Sa-R6 Sched. D P $524,251 PY2024
  • Prin Intl Equity Index Sa-R6 Sched. D P $2.1M PY2024
  • Prin Bond Market Index Sa-R6 Sched. D P $6.8M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $29,831 PY2023
  • Prin Inflation Protect Sa-R6 Sched. D P $460,148 PY2023
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $3.7M PY2023
  • Prin Smcap S&p 600 Index Sa-R6 Sched. D P $891,674 PY2023
  • Prin Intl Equity Index Sa-R6 Sched. D P $1.6M PY2023
  • Prin Bond Market Index Sa-R6 Sched. D P $5.7M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $21,953 PY2022
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $3.2M PY2022
  • Prin Intl I Separate Acct-R6 Sched. D P PY2022
  • Prin Smcap S&p 600 Index Sa-R6 Sched. D P $650,037 PY2022
  • Prin Inflation Protect Sa-R6 Sched. D P $887,608 PY2022
  • Prin Intl Equity Index Sa-R6 Sched. D P $1.7M PY2022
  • Prin Core Plus Bd Sep Acct-R6 Sched. D P $376,226 PY2022
  • Prin Bond Market Index Sa-R6 Sched. D P $3.5M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
5 events
  • Oct 31, 2025Assets changed
    Nebraska Boiler Union Pension Plan total assets $13M -> $15M (+13.8%, 2024-10-31 to 2025-10-31)
    askebsa.dol.gov
  • Nov 1, 2024Assets changed
    Nebraska Boiler Union Pension Plan plan assets $11M -> $13M (+23.2%, 2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Oct 31, 2024Holding endedinference
    Nebraska Boiler Union Pension Plan no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $376,226 at 2023-10-31; absent from the 2024-10-31 filing)
    with Principalaskebsa.dol.gov
  • Oct 31, 2024Assets changed
    Nebraska Boiler Union Pension Plan total assets $10M -> $13M (+23.8%, 2023-10-31 to 2024-10-31)
    askebsa.dol.gov
  • Nov 1, 2023Funded status changed
    Nebraska Boiler Union Pension Plan funded ratio 89.3% -> 84.8% (2022-11-01 to 2023-11-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 872266456-002
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.