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
Culver Educational Foundation Retirement Plan
Corporate pensionCulver, IN
Assets
$1,245
Total assets, Jun 30, 2025 reported
Funded
100.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2024
Commitments
12
none on the tape
Plan sponsor: The Culver Educational Foundation
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Other investments 2.4%
- Common/collective trusts 4.4%
- Registered investment companies 93.1%
Consultants and advisers
3 firms
- Brown Advisory Investment adviser (plan)through Jun 30, 2024 Form 5500
- Sage Pension Resources Inc. Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde2 rows, latest Jun 30, 2024
- State Street - Russell 20002 rows, latest Jun 30, 2023
- Wellington Trust Company, Na1 rows, latest Jun 30, 2023
- Ir+m Collective Investment1 rows, latest Jun 30, 2023
From Schedule C (investment management, code 28)
- Wellington Trust Companyplan years 2023
Commitments
12 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 Jun 30, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $929,266 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $325,933 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | U.S. Tips Indx Nl Ctf (cmy5)collective trust | State Street Global Advisors Trust Company | Fixed income | $767,461 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Ssga US Treasury Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Msci Eafe 100% Hedged to Usdcollective trust | State Street Global Advisors Trust Company | Hedge / diversifiers | $726,603 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Wtc-Cif Small Cap 2000 Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $913,617 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | S&p 500 Flagship Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Daily Msci Eafe Index Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $741,835 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Ir+m Intermediate Corp Collect Fundcollective trust | Ir+m Collective Investment | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Russellsmcap Completeness Ind Nlctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $774,000 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$46,766 (2024-06) · $15,884 (2023-06)
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 Jun 30, 2025 | 470 | $21.1M | $21.0M | 100.3% | $1,245 | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 554 | $23.3M | $25.3M | 93.1% | $21.1M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 581 | $22.8M | $25.7M | 94.7% | $23.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sage Pension Resources, Inc. codes 11 $199,165 PY2024
- Northern Trust Company codes 21 $22,406 PY2024
- Brown Advisory LLC codes 27 $13,279 PY2024
- COL Short Term Investment Fund Sched. D C PY2024
- Sage Pension Resources, Inc. codes 11 PY2024
- Sage Pension Resources, Inc. codes 11 $91,190 PY2023
- Brown Advisory LLC codes 27 $41,655 PY2023
- Northern Trust Company codes 21 $14,066 PY2023
- State St S&p 500(r) Flagship Nlfund Sched. D C PY2023
- State St Daily Msci Eafe Ind Nlfund Sched. D C PY2023
- Ir&m Intermediate Corporate Cf Sched. D C PY2023
- Russellsmcap Completeness Ind Nlctf Sched. D C PY2023
- COL Short Term Investment Fund Sched. D C $929,266 PY2023
- US Tips Index Nl Ctf Sched. D C PY2023
- U.S. Treasury Index Nl Ctf Sched. D C PY2023
- Msci Eafe 100% Hed to Usd Ind Nl Ct Sched. D C PY2023
- Wtc-Ctf Opp Fix Inc Alloc Portfolio Sched. D C PY2023
- Wtc-Cif Small Cap 2000 Portfolio Sched. D C PY2023
- Ftse Rafi US 1000 Index Nl Ctf Sched. D C PY2023
- Sage Pension Resources, Inc. codes 11 PY2023
- Sage Pension Resources, Inc. codes 11 $59,060 PY2022
- Northern Trust Company codes 21 $30,981 PY2022
- Wellington Trust Company codes 28 $13,623 PY2022
- COL Short Term Investment Fund Sched. D C $325,933 PY2022
- US Tips Index Nl Ctf Sched. D C $767,461 PY2022
- Global Equity Long-Only Fund LP Sched. D E PY2022
- U.S. Treasury Index Nl Ctf Sched. D C $2.3M PY2022
- Msci Eafe 100% Hed to Usd Ind Nl Ct Sched. D C $726,603 PY2022
- Wtc-Ctf Opp Fix Inc Alloc Portfolio Sched. D C $1.3M PY2022
- Wtc-Cif Small Cap 2000 Portfolio Sched. D C $913,617 PY2022
- Ftse Rafi US 1000 Index Nl Ctf Sched. D C $2.6M PY2022
- Nepc Emerging Markets Equity Cit Sched. D C PY2022
- Nepc Global Equity Cit Sched. D C PY2022
- State St S&p 500(r) Flagship Nlfund Sched. D C $6.6M PY2022
- State St Daily Msci Eafe Ind Nlfund Sched. D C $741,835 PY2022
- Ir&m Intermediate Corporate Cf Sched. D C $1.8M PY2022
- Russellsmcap Completeness Ind Nlctf Sched. D C $774,000 PY2022
- Sage Pension Resources, Inc. codes 11 PY2022
What changed
14 events
- Jun 30, 2025Assets changedCulver Educational Foundation Retirement Plan total assets $21M -> $1,245 (-100.0%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedCulver Educational Foundation Retirement Plan funded ratio 93.1% -> 100.3% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $913,617 at 2023-06-30; absent from the 2024-06-30 filing)with Wellington Trust Company, Naaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Ssga US Treasury Index Nl Ctf (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Ssga US Treasury Index Nl Ctfaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Wtc-Ctf Opportunistic Fixed Income (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)with Wtc-Ctf Opportunistic Fixed Incomeaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports U.S. Tips Indx Nl Ctf (cmy5) (last held $767,461 at 2023-06-30; absent from the 2024-06-30 filing)with U.S. Tips Indx Nl Ctf (cmy5)askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Daily Msci Eafe Index Nl Fund (State Street - Russell 2000) (last held $741,835 at 2023-06-30; absent from the 2024-06-30 filing)with State Street - Russell 2000askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports S&p 500 Flagship Nl Fund (State Street - Russell 2000) (last held $7M at 2023-06-30; absent from the 2024-06-30 filing)with State Street - Russell 2000askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Ftse Rafi US 1000 Index Nl Ctf (last held $3M at 2023-06-30; absent from the 2024-06-30 filing)with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Ir+m Intermediate Corp Collect Fund (Ir+m Collective Investment) (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Ir+m Collective Investmentaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Russellsmcap Completeness Ind Nlctf (last held $774,000 at 2023-06-30; absent from the 2024-06-30 filing)with Russellsmcap Completeness Ind Nlctfaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Msci Eafe 100% Hedged to Usd (last held $726,603 at 2023-06-30; absent from the 2024-06-30 filing)with State Street Msci Eafe 100 Hedgedaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBrown Advisory LLC appears on Culver Educational Foundation Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Brown Advisoryaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington Trust Company no longer appears on Culver Educational Foundation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Trust Companyaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350868071-001
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.