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
R••••• U•• I•• H••••• P•••••• P•••
Corporate pensionMankato, MN
Assets
$17.8M
Total assets, Apr 30, 2025 reported
Funded
93.9%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
6
none on the tape
Plan sponsor: R••••• U•• I•••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Pooled separate accounts 1.8%
- Registered investment companies 98.2%
Consultants and advisers
1 firms
- P•••••••• F•••••••• G•••• Actuarythrough Apr 30, 2023 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
- P••••••••6 rows, latest Apr 30, 2025
Commitments
6 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 Apr 30, 2025 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $236,759 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | P••• R••• E••••• S••• S•••separate account | P•••••••• | Real estate | $80,462 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $299,450 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | P••• R••• E••••• S••• S•••separate account | P•••••••• | Real estate | $26,815 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $146,110 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | P••• R••• E••••• S••• S•••separate account | P•••••••• | Real estate | $184,683 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-916,509 (2024-04) · $-806,314 (2023-04)
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 Apr 30, 2025 | 370 | $17.5M | $18.1M | 93.9% | $17.8M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 379 | $18.4M | $17.8M | 103.3% | $17.5M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 244 | $19.2M | $17.3M | 103.6% | $18.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••••• Life Insurance Company codes 13 50 64 $72,840 PY2024
- P••• L••••• A••••• S•• A••••• Sched. D P $236,759 PY2024
- P••• R••• E••••• S••• S••• Sched. D P $80,462 PY2024
- P•••••••• F•••••••• G•••• codes 11 PY2024
- P•••••••• Life Insurance Company codes 13 50 64 $68,977 PY2023
- P••• L••••• A••••• S•• A••••• Sched. D P $299,450 PY2023
- P••• R••• E••••• S••• S••• Sched. D P $26,815 PY2023
- P•••••••• F•••••••• G•••• codes 11 PY2023
- P•••••••• Life Insurance Company codes 13 50 64 $60,217 PY2022
- P••• R••• E••••• S••• S••• Sched. D P $184,683 PY2022
- P••• L••••• A••••• S•• A••••• Sched. D P $146,110 PY2022
- P•••••••• F•••••••• G•••• codes 11 PY2022
What changed
1 events
- May 1, 2024Funded status changedR••••• U•• I•• H••••• P•••••• P••• funded ratio 103.3% -> 93.9% (2023-05-01 to 2024-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 411875165-003
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.