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.
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Corporate pension
A••••• N•••• A•••••• R••••••••• I••••• P•••
Corporate pensionFishers, IN
Assets
$516M
Total assets, Dec 31, 2024 reported
Funded
92.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: A••••• G•••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 15.7%
- Common/collective trusts 13.2%
- Registered investment companies 68.5%
Consultants and advisers
3 firms
- S•• I••••••••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• S••••• B••• • T•••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- S•• S••••••••• C••••• C••••••••• F•2 rows, latest Dec 31, 2024
- S•• C••• P••••••• C••••••••• F•••2 rows, latest Dec 31, 2024
Commitments
4 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 | S•• S••••••••• C••••• C••••••••• F•collective trust | S•• S••••••••• C••••• C••••••••• F• | Private credit | $29.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $38.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•• S••••••••• C••••• C••••••••• F•collective trust | S•• S••••••••• C••••• C••••••••• F• | Private credit | $28.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $46.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 Dec 31, 2024 | 3,978 | $538M | $594M | 92.2% | $516M | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 9,841 | $924M | $996M | 96.7% | $538M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 10,255 | $1.2B | $995M | 105.2% | $924M | n/a | $924M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Company codes 19 21 25 27 28 49 50 51 52 62 $1.3M PY2024
- M••••• codes 11 17 50 $872,319 PY2024
- Telus Health codes 14 15 50 $525,465 PY2024
- P•••te & Moran, PLLC codes 10 50 $89,500 PY2024
- State S••••• B••• and Trust Company codes 19 25 28 50 62 63 99 $23,003 PY2024
- SEI S••••••••• Credit Coll Fund Sched. D C $29.4M PY2024
- SEI C••• Prop Coll Invst Trust Sched. D C $38.7M PY2024
- M••••• codes 11 PY2024
- SEI Investments Company codes 19 21 25 27 28 49 50 51 52 62 $2.2M PY2023
- Telus Health codes 14 15 50 $1.4M PY2023
- M••••• codes 11 17 50 $400,062 PY2023
- P•••te & Moran, PLLC codes 10 50 $85,562 PY2023
- State S••••• B••• and Trust Company codes 19 25 28 50 62 63 99 $30,448 PY2023
- SEI S••••••••• Credit Coll Fund Sched. D C $28.8M PY2023
- SEI C••• Prop Coll Invst Trust Sched. D C $46.6M PY2023
- M••••• codes 11 PY2023
- SEI Investments Company codes 19 21 25 27 28 49 50 51 52 62 $2.1M PY2022
- Telus Health codes 14 15 50 $540,818 PY2022
- M••••• codes 11 17 50 $327,893 PY2022
- P•••te & Moran, PLLC codes 10 50 $63,875 PY2022
- State S••••• B••• and Trust Company codes 19 25 28 50 62 63 99 $60,146 PY2022
- A••••• G•••• Inc Ret Inc P••• Trust Sched. D M $924M PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedA••••• N•••• A•••••• R••••••••• I••••• P••• funded ratio 96.7% -> 92.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedA••••• N•••• A•••••• R••••••••• I••••• P••• plan assets $924M -> $538M (-41.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedA••••• N•••• A•••••• R••••••••• I••••• P••• total assets $924M -> $538M (-41.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA••••• N•••• A•••••• R••••••••• I••••• P••• funded ratio 105.2% -> 96.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••• N•••• A•••••• R••••••••• I••••• P••• plan assets $1.2B -> $924M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351958205-008
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.