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AllocatorsPlancorporate pension<100m

Retirement & Pension Plan of Mriglobal (plan I)

Allocators

Kansas City, MO

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Search this name across graphsid dfx:al:99d1975f-abef-418c-899d-dfeae4284fb0

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, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 11
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: $191,427latest reading; see basis
Assets as of: May 31, 2025
Assets basis: REPORTED
Funded ratio: 86%
Participants: 595
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: May 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: May 31, 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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$33.2M	May 31, 2024	Collective trust	Dol form 5500 pension
AON Long Government Bond Index Fund	AON Trust Company LLC	Fixed income	$4.4M	May 31, 2024	Collective trust	Dol form 5500 pension
AON Intermediate Credit Bond Fund	AON Trust Company LLC	Private credit	$4.0M	May 31, 2024	Collective trust	Dol form 5500 pension
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$2.1M	May 31, 2024	Collective trust	Dol form 5500 pension
AON US Intermediate Government	AON Trust Company LLC	Pooled vehicle	$2.0M	May 31, 2024	Collective trust	Dol form 5500 pension
The Aon Hewitt Liquid Alternatives	AON Investment USA, Inc.	Hedge diversifiers	$176,819	May 31, 2023	103 12 ie	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 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	100	$190,740	May 31, 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
Aon	actuary	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension
Commerce Trust	custodian	Jun 1, 2022	May 31, 2023	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jun 1, 2022	May 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
AON Investments USA Inc	Investment management	Jun 1, 2024	May 31, 2025	no	fact
AON Trust Company LLC	Investment management	Jun 1, 2023	May 31, 2024	no	fact
UMB Financial Corporation	Investment management	Jun 1, 2022	May 31, 2023	no	fact

Relationships

Sponsors (1)

← MriglobalPlan sponsorPlan sponsor
Jun 1, 2022 to presentfactForm 5500

Advised by (3)

→ AonInvestment consultantactuary
Jun 1, 2022 to May 31, 2023factForm 5500
→ Commerce TrustInvestment consultantcustodian
Jun 1, 2022 to May 31, 2023factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jun 1, 2022 to May 31, 2023factForm 5500

Manages for (3)

← UMB Financial CorporationManager with allocator capitalInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
← AON Trust Company LLCInvestment consultantInvestment management
Jun 1, 2023 to May 31, 2024factForm 5500
← AON Investments USA IncInvestment consultantInvestment management
Jun 1, 2024 to May 31, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
UMB Financial Corporation no longer appears on Retirement & Pension Plan of Mriglobal (plan I)'s Schedule C as investment manager (plan year 2024 vs 2023)
UMB Financial Corporation Form 5500observed 4 days ago
Occurred
May 31, 2024
Holding in a pooled vehicle started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in AON US Intermediate Government (AON Trust Company LLC): $2M at 2024-05-31
AON Trust Company LLC Form 5500observed 4 days ago
$2.0M
Occurred
May 31, 2024
Holding in a pooled vehicle ended
Retirement & Pension Plan of Mriglobal (plan I) no longer reports The Aon Hewitt Liquid Alternatives (AON Investment USA, Inc.) (last held $176,819 at 2023-05-31; absent from the 2024-05-31 filing)
AON Investment USA, Inc.Form 5500observed 4 days ago
$176,819
Occurred
May 31, 2024
Holding in a pooled vehicle started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in AON Long Government Bond Index Fund (AON Trust Company LLC): $4M at 2024-05-31
AON Trust Company LLC Form 5500observed 4 days ago
$4.4M
Occurred
May 31, 2024
Holding in a pooled vehicle started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in 20+ Yr U S Treas Strips (AON Trust Company LLC): $2M at 2024-05-31
AON Trust Company LLC Form 5500observed 4 days ago
$2.1M
Occurred
May 31, 2024
Holding in a pooled vehicle started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in AON Long Credit Bond Fund (AON Trust Company LLC): $33M at 2024-05-31
AON Trust Company LLC Form 5500observed 4 days ago
$33.2M
Occurred
May 31, 2024
Holding in a pooled vehicle started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $4M at 2024-05-31
AON Trust Company LLC Form 5500observed 4 days ago
$4.0M
Occurred
Dec 31, 2023
Manager relationship started
AON Investments USA Inc. appears on Retirement & Pension Plan of Mriglobal (plan I)'s Schedule C as investment manager (plan year 2023 vs 2022)
AON Trust Company LLC Form 5500observed 4 days ago

Show 3 bookkeeping events

Occurred
May 31, 2025
Retirement & Pension Plan of Mriglobal (plan I) total assets $55M -> $191,427 (-99.6%, 2024-05-31 to 2025-05-31)
Occurred
May 31, 2024
Retirement & Pension Plan of Mriglobal (plan I) total assets $48M -> $55M (+14.7%, 2023-05-31 to 2024-05-31)
Occurred
Jun 1, 2023
Retirement & Pension Plan of Mriglobal (plan I) funded ratio 88.9% -> 86.5% (2022-06-01 to 2023-06-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:99d1975f-abef-418c-899d-dfeae4284fb0
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.