DFX Intelligence
Allocator Intelligence
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Corporate pension
R••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C••••••
Corporate pensionMoorhead, MN
Assets
$77.5M
Total assets, Feb 28, 2025 reported
Funded
140.0%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
none on the tape
Plan sponsor: A••••••• C•••••• S•••• C••••••
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- D•••••• B•••••• P•••••• P••••••• Actuarythrough Feb 28, 2025 Form 5500
- D•• B•••••• P•••••• P•••••••• L•• Actuarythrough Feb 28, 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
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Feb 28, 2025 | 1,166 | $71.3M | $33.2M | 140.0% | $77.5M | n/a | $77.5M | n/a |
| 2023 to Feb 29, 2024 | 1,044 | $153M | $119M | 116.7% | $72.2M | n/a | $71.3M | n/a |
| 2022 to Feb 28, 2023 | 2,162 | $180M | $115M | 126.1% | $153M | n/a | $153M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $98,695 PY2024
- Clifton Larson Allen LLP codes 10 99 $15,750 PY2024
- D•••••• B•••••• P•••••• P••••••• codes 11 99 $9,693 PY2024
- A••••••• C•••••• S•••• Master Trust Sched. D M $77.5M PY2024
- D•• B•••••• P•••••• P•••••••• L•• codes 11 PY2024
- A••••••• C•••••• S•••• Master Trust Sched. D M $71.3M PY2023
- DEF. B•••••• Pension Partners, LLC codes 11 PY2023
- A••••••• C•••••• S•••• Master Trust Sched. D M $153M PY2022
- D•• B•••••• P•••••• P••••••• codes 11 PY2022
What changed
5 events
- Mar 1, 2024Funded status changedR••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C•••••• funded ratio 116.7% -> 140.0% (2023-03-01 to 2024-03-01)
- Mar 1, 2024Assets changedR••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C•••••• plan assets $153M -> $71M (-53.4%, 2023-03-01 to 2024-03-01)
- Feb 29, 2024Assets changedR••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C•••••• total assets $153M -> $72M (-52.7%, 2023-02-28 to 2024-02-29)
- Mar 1, 2023Funded status changedR••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C•••••• funded ratio 126.1% -> 116.7% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedR••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C•••••• plan assets $180M -> $153M (-15.0%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 840004720-002
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.