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AllocatorsPlancorporate pension<100m

Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa)

Allocators

Kansas City, MO

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Search this name across graphsid dfx:al:357bf5bf-5e9e-4a7c-b7f1-a77ac18467c5

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, 7:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
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: $7.4Mlatest reading; see basis
Assets as of: Feb 28, 2025
Assets basis: REPORTED
Funded ratio: 94%
Participants: 311
Commitments: 36with an amount; holdings are counted apart
Managers: 4
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Feb 28, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Feb 28, 2025
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; showing 25 of 36

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Principal/blackrock S&p 500 Index	n/a	Pooled vehicle	$928,156	Feb 28, 2025	Collective trust	Dol form 5500 pension
Principal/blackrock S&p 500 Index	n/a	Pooled vehicle	$908,659	Feb 29, 2024	Collective trust	Dol form 5500 pension
Principal/blackrock S&p 500 Index	n/a	Pooled vehicle	$839,841	Feb 28, 2023	Collective trust	Dol form 5500 pension
Principal/dodge & Cox Intermediate	Dodge & Cox	Pooled vehicle	$684,973	Feb 28, 2025	Collective trust	Dol form 5500 pension
Allspring Core Bond Cit F	Allspring	Fixed income	$684,894	Feb 28, 2025	Collective trust	Dol form 5500 pension
Pfg/federated Total Return Bond Cit	n/a	Fixed income	$684,859	Feb 28, 2025	Collective trust	Dol form 5500 pension
Principal/dodge & Cox Intermediate	Dodge & Cox	Pooled vehicle	$658,644	Feb 29, 2024	Collective trust	Dol form 5500 pension
Allspring Core Bond Cit F	Allspring	Fixed income	$658,483	Feb 29, 2024	Collective trust	Dol form 5500 pension
Pfg/federated Total Return Bond Cit	n/a	Fixed income	$657,826	Feb 29, 2024	Collective trust	Dol form 5500 pension
Allspring Core Bond Cit F	Allspring	Fixed income	$639,243	Feb 28, 2023	Collective trust	Dol form 5500 pension
Principal/dodge & Cox Intermediate	Dodge & Cox	Pooled vehicle	$638,225	Feb 28, 2023	Collective trust	Dol form 5500 pension
Pfg/federated Total Return Bond Cit	n/a	Fixed income	$637,915	Feb 28, 2023	Collective trust	Dol form 5500 pension
Principal/blackrock S&p Mc Indx Cit	n/a	Pooled vehicle	$618,657	Feb 28, 2025	Collective trust	Dol form 5500 pension
Principal/blackrock S&p Mc Indx Cit	n/a	Pooled vehicle	$605,353	Feb 29, 2024	Collective trust	Dol form 5500 pension
Principal/blackrock S&p Mc Indx Cit	n/a	Pooled vehicle	$566,006	Feb 28, 2023	Collective trust	Dol form 5500 pension
Principal/trp Inst Lcg Mgd Cit F	n/a	Pooled vehicle	$353,985	Feb 28, 2025	Collective trust	Dol form 5500 pension
Principal/ab Large Cap Growth Cit N	n/a	Public equity	$352,463	Feb 28, 2025	Collective trust	Dol form 5500 pension
Pfg/multi-Manager Small Cap Cit N	n/a	Public equity	$352,378	Feb 28, 2025	Collective trust	Dol form 5500 pension
Principal/blackrock Intl Eqty Index	Blackrock	Pooled vehicle	$351,583	Feb 29, 2024	Collective trust	Dol form 5500 pension
Principal/blackrock Intl Eqty Index	Blackrock	Pooled vehicle	$351,550	Feb 28, 2025	Collective trust	Dol form 5500 pension
Principal/ab Large Cap Growth Cit N	n/a	Public equity	$347,312	Feb 29, 2024	Collective trust	Dol form 5500 pension
Principal/trp Inst Lcg Mgd Cit F	n/a	Pooled vehicle	$344,309	Feb 29, 2024	Collective trust	Dol form 5500 pension
Pfg/multi-Manager Small Cap Cit N	n/a	Public equity	$342,903	Feb 29, 2024	Collective trust	Dol form 5500 pension
Principal/ab Large Cap Growth Cit N	n/a	Public equity	$326,518	Feb 28, 2023	Collective trust	Dol form 5500 pension
Principal/blackrock Intl Eqty Index	Blackrock	Pooled vehicle	$324,094	Feb 28, 2023	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$208,898	Feb 28, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	79	$5.8M	Feb 28, 2025	Derived
Registered investment companies	n/a	n/a	n/a	18	$1.3M	Feb 28, 2025	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
Principal Trust Co.	trustee	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
Aon	actuary	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Mar 1, 2022	Feb 28, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
T. Rowe Price Trust Company	n/a	Feb 29, 2024	n/a	yes	fact
Allspring	n/a	Feb 28, 2023	n/a	yes	fact
Blackrock	n/a	Feb 28, 2023	n/a	yes	fact
Dodge & Cox	n/a	Feb 28, 2023	n/a	yes	fact

Relationships

Manages for (4)

← BlackrockInvestment consultant
Feb 28, 2023 to presentfactForm 5500
← Dodge & CoxInvestment consultant
Feb 28, 2023 to presentfactForm 5500
← T. Rowe Price Trust CompanyInvestment consultant
Feb 29, 2024 to presentfactForm 5500
← AllspringManager with allocator capital
Feb 28, 2023 to presentfactForm 5500

Sponsors (1)

← Tension CorporationPlan sponsorPlan sponsor
Mar 1, 2022 to presentfactForm 5500

Advised by (3)

→ Principal Trust Co.Investment consultanttrustee
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ AonInvestment consultantactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500

Dated events

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

Show 2 bookkeeping events

Occurred
Mar 1, 2023
Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa) funded ratio 98.7% -> 96.1% (2022-03-01 to 2023-03-01)
Occurred
Mar 1, 2023
Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa) plan assets $8M -> $7M (-15.3%, 2022-03-01 to 2023-03-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:357bf5bf-5e9e-4a7c-b7f1-a77ac18467c5
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.