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

Indianapolis Pension Plan for Production Employees

Corporate pensionDallas, TX
Assets
$12.8M
Plan assets, Jan 1, 2024 reported
Funded
94.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Ecobat Resources US, LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Common/collective trusts 0.2%
  • Master trust investment accounts 99.5%
Consultants and advisers
1 firms
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
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Allspring St Investment Fund S1collective trustPrincipal Trust CompanyPooled vehicles$23,086 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring St Investment Fund S1collective trustPrincipal Trust CompanyPooled vehicles$363,877 heldDisclosed holdingaskebsa.dol.gov
Size and funding
27 readings
Total assets
$12.8M Dec 31, 2023 reported Form 5500
$12.7M (2022-12)
Plan assets
$12.8M Jan 1, 2024 reported Form 5500
$12.9M (2023-01) · $15.4M (2022-01)
Net assets
$12.8M Dec 31, 2023 reported Form 5500
$12.7M (2022-12)
Funded ratio
94.9% Jan 1, 2024 reported Form 5500
97.6% (2023-01) · 112.5% (2022-01)
Funding target
$13.9M Jan 1, 2024 reported Form 5500
$14.6M (2023-01) · $13.7M (2022-01)
Discount rate
5.29% Jan 1, 2024 reported Form 5500
5.39% (2023-01) · 5.57% (2022-01)
Participants
263 Jan 1, 2024 reported Form 5500
338 (2023-01) · 346 (2022-01)
Contributions
$16,228 Oct 8, 2024 reported Form 5500
$35,485 (2023-12)
Benefits paid
$309,599 Oct 8, 2024 reported Form 5500
$1.7M (2023-12) · $501,297 (2022-12)
Net investment income
$1.1M Oct 8, 2024 reported Form 5500
$-69,623 (2023-12) · $-2.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 8, 2024263$12.8M$13.9M94.9%n/an/an/an/a
2023 to Dec 31, 2023338$12.9M$14.6M97.6%$12.8Mn/a$12.8Mn/a
2022 to Dec 31, 2022346$15.4M$13.7M112.5%$12.7Mn/a$12.3Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • ST Investment Fund a S1 Sched. D C PY2024
  • Ecobat Resources US, LLC Master Tr. Sched. D M PY2024
  • AON Consulting, Inc codes 11 PY2024
  • ST Investment Fund a S1 Sched. D C $23,086 PY2023
  • Ecobat Resources US, LLC Master Tr. Sched. D M $12.8M PY2023
  • AON Consulting, Inc codes 11 PY2023
  • Ecobat Resources US, LLC Master Tr. Sched. D M $12.3M PY2022
  • Blackrock St Investment Fund F Sched. D C $363,877 PY2022
  • AON Consulting, Inc codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    Indianapolis Pension Plan for Production Employees funded ratio 97.6% -> 94.9% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023Funded status changed
    Indianapolis Pension Plan for Production Employees funded ratio 112.5% -> 97.6% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Indianapolis Pension Plan for Production Employees plan assets $15M -> $13M (-15.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 832477963-008
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.