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AllocatorsPlancorporate pension<100m

The Agrex, Inc. Pension Plan

Allocators

Overland Park, KS

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:4cca3fac-001a-491d-b354-17db2f060cc4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
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: $0latest reading; see basis
Assets as of: Jan 7, 2025
Assets basis: REPORTED
Funded ratio: 100%
Participants: 230
Commitments: 5with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 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
Prudential Total Return Bondsa	Prudential Retirement & Annuity Ins	Pooled vehicle	$4.5M	Mar 31, 2023	Separate account	Dol form 5500 pension
PRU Enhanced Tips Index Fund	Prudential Retirement & Annuity Ins	Fixed income	$2.2M	Mar 31, 2023	Separate account	Dol form 5500 pension
Govt Sec Enhd Index / Pgim Fd	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.6M	Mar 31, 2023	Separate account	Dol form 5500 pension
High Yield Bond / Pgim Fund	Prudential Retirement & Annuity Ins	Fixed income	$1.1M	Mar 31, 2023	Separate account	Dol form 5500 pension
International Bond Plus/pimco	Prudential Retirement & Annuity Ins	Fixed income	$893,994	Mar 31, 2023	Separate account	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; 5 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	19	$4.5M	Mar 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	81	$19.7M	Mar 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
Merrill Lynch,pierce,fenner & Smith	Investment adviser	Apr 1, 2023	Mar 31, 2024	no	fact	Dol form 5500 pension
Woodbury Financial Services, Inc.	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Cbiz	actuary	Apr 1, 2022	Mar 31, 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
Prudential Retirement & Annuity Ins	Investment management	Apr 1, 2023	Mar 31, 2024	no	fact

Relationships

Sponsors (1)

← Agrex, Inc.Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (3)

→ Woodbury Financial Services, Inc.Investment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ CbizInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Merrill Lynch,pierce,fenner & SmithManager with allocator capitalInvestment adviser
Apr 1, 2023 to Mar 31, 2024factForm 5500

Manages for (1)

← Prudential Retirement & Annuity InsManager with allocator capitalInvestment management
Apr 1, 2023 to Mar 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Cbiz appears on The Agrex, Inc. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Cbiz Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Merrill Lynch Pierce Fenner Smith appears on The Agrex, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Merrill Lynch,pierce,fenner & Smith Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Woodbury Financial Services no longer appears on The Agrex, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Woodbury Financial Services, Inc.Form 5500observed 5 days ago

Show 2 bookkeeping events

Occurred
Jan 7, 2025
The Agrex, Inc. Pension Plan total assets $24M -> $0 (-100.0%, 2024-03-31 to 2025-01-07)
Occurred
Apr 1, 2023
The Agrex, Inc. Pension Plan funded ratio 110.7% -> 100.1% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:4cca3fac-001a-491d-b354-17db2f060cc4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

The Agrex, Inc. Pension Plan

Allocators

Overland Park, KS

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:4cca3fac-001a-491d-b354-17db2f060cc4

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Prudential Total Return Bondsa

Prudential Retirement & Annuity Ins

Pooled vehicle

$4.5M

Mar 31, 2023

Separate account

Dol form 5500 pension

PRU Enhanced Tips Index Fund

Prudential Retirement & Annuity Ins

Fixed income

$2.2M

Mar 31, 2023

Separate account

Dol form 5500 pension

Govt Sec Enhd Index / Pgim Fd

Prudential Retirement & Annuity Ins

Pooled vehicle

$1.6M

Mar 31, 2023

Separate account

Dol form 5500 pension

High Yield Bond / Pgim Fund

Prudential Retirement & Annuity Ins

Fixed income

$1.1M

Mar 31, 2023

Separate account

Dol form 5500 pension

International Bond Plus/pimco

Prudential Retirement & Annuity Ins

Fixed income

$893,994

Mar 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$4.5M

Mar 31, 2024

Derived

Registered investment companies

n/a

$19.7M

Mar 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Merrill Lynch,pierce,fenner & Smith

Investment adviser

Apr 1, 2023

Mar 31, 2024

fact

Dol form 5500 pension

Woodbury Financial Services, Inc.

Investment adviser

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Cbiz

actuary

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Prudential Retirement & Annuity Ins

Investment management

Apr 1, 2023

Mar 31, 2024

fact