This allocator's name, 11 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Minnesota
Corporate pension, based in Golden Valley, Minnesota, reporting $1.7M in assets, for 203 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.7M
- Funded ratio
- 100.0%
- Fund commitments
- 7
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Large Cap Growth Index Cit N2 commitments
- Blackrock US Agg Bond2 commitments
- Russell 2000 Index Cit N2 commitments
- Blackrock14 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 99.7%
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Dec 31, 2024Assets changeddown $3.8Maskebsa.dol.gov
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changeddown $2.5Maskebsa.dol.gov
- Dec 31, 2023Assets changeddown $2.5Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 6 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Large Cap Growth Index Cit Ncollective trust | Blackrock | Public equity | $525,271 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock US Agg Bondcollective trust | Blackrock | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 2000 Index Cit Ncollective trust | Blackrock | Pooled vehicles | $263,883 held | Disclosed holding | askebsa.dol.gov |
+11 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 203 | $5.5M | $4.0M | 100.0% | $1.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 263 | $8.0M | $7.0M | 95.7% | $5.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 267 | $10.4M | $7.2M | 102.0% | $8.0M | Not disclosed | Not disclosed | Not disclosed |
- Principal Financial Group Inc codes 15 21 49 50 51 $24,856 PY2024
- Blackrock Int Eq Index Cit N Sched. D C PY2024
- Blackrock Lrg Cap Growth Ind Cit N Sched. D C PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.