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
Restated Retirement Plan for Employees of Miller- Dwan Medical Center
Corporate pensionDuluth, MN
Assets
$16.2M
Total assets, Dec 31, 2024 reported
Funded
96.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Smdc Medical Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 4.8%
- Common/collective trusts 21.4%
- Registered investment companies 72.6%
Consultants and advisers
2 firms
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
- Sei3 rows, latest Dec 31, 2024
- Legal and General2 rows, latest Dec 31, 2023
Commitments
8 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 Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $351,608 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Metlife Long Credit Collectivecollective trust | Sei | Private credit | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $159,001 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Treasury 15+ Stripscollective trust | Legal and General | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Metlife Long Credit Collectivecollective trust | Sei | Private credit | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $160,417 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Treasury 15+ Stripscollective trust | Legal and General | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Metlife Long Credit Collectivecollective trust | Sei | Private credit | $7.3M 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 | 314 | $18.0M | $18.5M | 96.8% | $16.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 320 | $17.8M | $19.0M | 94.9% | $18.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 332 | $24.8M | $19.2M | 117.4% | $17.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northern Trust Company codes 19 27 49 50 99 $49,183 PY2024
- NT Collective Gov Short Term Sched. D C $351,608 PY2024
- Metlife Long Credit Collective Sched. D C $3.1M PY2024
- Segal codes 11 PY2024
- Northern Trust Company codes 19 27 49 50 99 $75,147 PY2023
- Legal & General Treasury 15+ Strips Sched. D C $2.6M PY2023
- NT Collective Gov Short Term Sched. D C $159,001 PY2023
- Metlife Long Credit Collective Sched. D C $4.1M PY2023
- Segal codes 11 PY2023
- Northern Trust Company codes 19 27 49 50 99 $77,892 PY2022
- Metlife Long Credit Collective Sched. D C $7.3M PY2022
- NT Collective Gov Short Term Sched. D C $160,417 PY2022
- Legal & General Treasury 15+ Strips Sched. D C $1.5M PY2022
- Segal codes 11 PY2022
What changed
4 events
- Dec 31, 2024Holding endedinferenceRestated Retirement Plan for Employees of Miller- Dwan Medical Center no longer reports Legal & General Treasury 15+ Strips (Legal and General) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Assets changedRestated Retirement Plan for Employees of Miller- Dwan Medical Center total assets $18M -> $16M (-10.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedRestated Retirement Plan for Employees of Miller- Dwan Medical Center funded ratio 117.4% -> 94.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRestated Retirement Plan for Employees of Miller- Dwan Medical Center plan assets $25M -> $18M (-28.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 411878730-001
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.