DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

MFA Incorporated Retirement Plan

Allocators

Columbia, MO

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:20e606b6-f65a-4178-96eb-4c19fe61f0cc

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $230Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 107%
Participants: 2,871
Commitments: 7with an amount; holdings are counted apart
Managers: 2
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Macquarie Collective Investment Tr	n/a	Pooled vehicle	$26.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AB Large Cap Growth Collective Trst	Alliance Bernstein, L.P.	Public equity	$22.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Allspring Special Mc Val E1	Allspring	Pooled vehicle	$11.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Allspring Special Mc Val E1	Allspring	Pooled vehicle	$10.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Allspring Special Mc Val E1	Allspring	Pooled vehicle	$10.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Carillon Eagle Mc Growth Cit 1	n/a	Pooled vehicle	$8.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Carillon Eagle Mc Growth Cit 1	n/a	Pooled vehicle	$7.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 10 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$1.1M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$15,266	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	5	$11.0M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	93	$215M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
AON Consulting, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Hewitt Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Pension Consultants Inc	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← MFA IncorporatedPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Hewitt AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Pension Consultants IncInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
MFA Incorporated Retirement Plan no longer reports Carillon Eagle Mc Growth Cit 1 (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
Carillon Eagle Mc Growth Cit 1 Form 5500observed 4 days ago
$8.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
MFA Incorporated Retirement Plan no longer reports AB Large Cap Growth Collective Trst (Alliance Bernstein, L.P.) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)
Alliance Bernstein, L.P.Form 5500observed 4 days ago
$22.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
MFA Incorporated Retirement Plan no longer reports Macquarie Collective Investment Tr (last held $26M at 2022-12-31; absent from the 2023-12-31 filing)
Macquarie Collective Investment Tr Form 5500observed 4 days ago
$26.1M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
MFA Incorporated Retirement Plan plan assets $197M -> $218M (+11.0%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
MFA Incorporated Retirement Plan funded ratio 97.3% -> 106.6% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
MFA Incorporated Retirement Plan total assets $197M -> $217M (+10.2%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
MFA Incorporated Retirement Plan plan assets $235M -> $197M (-16.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
MFA Incorporated Retirement Plan funded ratio 118.7% -> 97.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:20e606b6-f65a-4178-96eb-4c19fe61f0cc
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MFA Incorporated Retirement Plan

Allocators

Columbia, MO

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:20e606b6-f65a-4178-96eb-4c19fe61f0cc

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Macquarie Collective Investment Tr

n/a

Pooled vehicle

$26.1M

Dec 31, 2022

Collective trust

Dol form 5500 pension

AB Large Cap Growth Collective Trst

Alliance Bernstein, L.P.

Public equity

$22.4M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Allspring Special Mc Val E1

Allspring

Pooled vehicle

$11.0M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Allspring Special Mc Val E1

Allspring

Pooled vehicle

$10.5M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Allspring Special Mc Val E1

Allspring

Pooled vehicle

$10.1M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Carillon Eagle Mc Growth Cit 1

n/a

Pooled vehicle

$8.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Carillon Eagle Mc Growth Cit 1

n/a

Pooled vehicle

$7.4M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.1M

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$15,266

Dec 31, 2024

Derived

Common/collective trusts

n/a

$11.0M

Dec 31, 2024

Derived

Registered investment companies

n/a

$215M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

AON Consulting, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Hewitt Associates

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Pension Consultants Inc

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension