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

Richardson Oilseed Products (US) Limited Pension Plan

Corporate pensionMemphis, TN
Assets
$7.4M
Total assets, Dec 31, 2024 reported
Funded
103.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
1 managers on Schedule C
Plan sponsor: Richardson Oilseed Products (US) Limited
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 4.9%
  • Pooled separate accounts 95.1%
Consultants and advisers
4 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
From Schedule C (investment management, code 28)
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Master Separate Accountseparate accountMinnesota Life InsurancePooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Master Separate Accountseparate accountMinnesota Life InsurancePooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Master Separate Accountseparate accountMinnesota Life InsurancePooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fidelity Total Intl Indexseparate accountMinnesota Life Insurance CompanyPooled vehicles$589,482 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$7.4M Dec 31, 2024 reported Form 5500
$7.3M (2023-12) · $14.5M (2022-12)
Plan assets
$7.3M Jan 1, 2024 reported Form 5500
$14.5M (2023-01) · $19.6M (2022-01)
Net assets
$7.4M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · $14.5M (2022-12)
Funded ratio
103.9% Jan 1, 2024 reported Form 5500
97.3% (2023-01) · 119.6% (2022-01)
Funding target
$6.1M Jan 1, 2024 reported Form 5500
$13.9M (2023-01) · $13.7M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
105 Jan 1, 2024 reported Form 5500
259 (2023-01) · 268 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$172,374 Dec 31, 2024 reported Form 5500
$8.5M (2023-12) · $813,108 (2022-12)
Net investment income
$109,519 Dec 31, 2024 reported Form 5500
$-7.3M (2023-12) · $-5.0M (2022-12)
Investment management fees
$22,500 Dec 31, 2024 reported Form 5500
$16,875 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024105$7.3M$6.1M103.9%$7.4Mn/an/an/a
2023 to Dec 31, 2023259$14.5M$13.9M97.3%$7.3Mn/an/an/a
2022 to Dec 31, 2022268$19.6M$13.7M119.6%$14.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • USI Consulting Group, Inc. codes 27 $22,500 PY2024
  • Standard Retirement Services codes 13 15 28 34 38 50 52 64 65 $21,792 PY2024
  • Cliftonlarsonallen, LLP codes 10 $13,650 PY2024
  • Master Separate Account Sched. D P $7.0M PY2024
  • Standard Retirement Services, Inc codes 11 PY2024
  • American United Life Insurance Co codes 99 $57,805 PY2023
  • USI Consulting Group, Inc. codes 27 $28,125 PY2023
  • Minnesota Life Insurance Company codes 13 15 28 34 38 50 52 64 65 $16,705 PY2023
  • Cliftonlarsonallen, LLP codes 10 $11,550 PY2023
  • The Wagner Law Group codes 29 $10,370 PY2023
  • Master Separate Account Sched. D P $6.8M PY2023
  • VIA Actuarial Solutions codes 11 PY2023
  • Minnesota Life Insurance Company codes 13 15 28 34 38 50 52 64 65 PY2022
  • Fidelity 500 Index Sched. D P $595,919 PY2022
  • Fidelity Real Estate Index Sched. D P $830,375 PY2022
  • T Rowe Price Large Cap Growth Sched. D P $800,392 PY2022
  • Janus Henderson Small Cap Val Sched. D P $743,991 PY2022
  • Fidelity Total Intl Index Sched. D P $2.0M PY2022
  • Alger Small Cap Focus I Sched. D P $589,482 PY2022
  • Vanguard Lgtrm Invgr Fd Adm Sched. D P $5.7M PY2022
  • Dodge & Cox Stock Fund Sched. D P $1.1M PY2022
  • Baird Core Plus Bond Inst Sched. D P $1.7M PY2022
  • Northern Consulting Actuaries, Inc. codes 11 PY2022
What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    Minnesota Life Insurance Company no longer appears on Richardson Oilseed Products (US) Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Minnesota Life Insuranceaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Standard Retirement Services appears on Richardson Oilseed Products (US) Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Standard Retirement Servicesaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Richardson Oilseed Products (US) Limited Pension Plan funded ratio 97.3% -> 103.9% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Richardson Oilseed Products (US) Limited Pension Plan plan assets $15M -> $7M (-50.0%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Holding endedinference
    Richardson Oilseed Products (US) Limited Pension Plan no longer reports Fidelity Total Intl Index (last held $589,482 at 2022-12-31; absent from the 2023-12-31 filing)
    with Fidelity Total Intl Indexaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    USI Consulting Group, Inc. appears on Richardson Oilseed Products (US) Limited Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with USI Consulting Groupaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Richardson Oilseed Products (US) Limited Pension Plan total assets $15M -> $7M (-50.0%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Richardson Oilseed Products (US) Limited Pension Plan funded ratio 119.6% -> 97.3% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Richardson Oilseed Products (US) Limited Pension Plan plan assets $20M -> $15M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 454646114-006
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.