This allocator's name, 11 more commitments and 1 more dated event

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Corporate pension in Colorado

Corporate pension· Broomfield, Colorado

Corporate pension, based in Broomfield, Colorado, reporting $7.2M in assets, for 158 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$7.2M
Funded ratio
122.7%
Fund commitments
5
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Commitments (5)Allocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Mar 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Colorado
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$7.2M
Total assets, Mar 31, 2025 reported
Funded
122.7%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
5
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 17.5%
  • Registered investment companies 82.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
14 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$776,526 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$156,168 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$146,478 heldDisclosed holdingaskebsa.dol.gov

+11 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$7.2M Mar 31, 2025 reported Form 5500
$19.8M (2024-03) · $19.3M (2023-03)
Plan assets
$19.8M Apr 1, 2024 reported Form 5500
$19.3M (2023-04) · $21.6M (2022-04)
Net assets
$7.2M Mar 31, 2025 reported Form 5500
$19.8M (2024-03) · $19.3M (2023-03)
Funded ratio
122.7% Apr 1, 2024 reported Form 5500
127.6% (2023-04) · 123.5% (2022-04)
Funding target
$16.2M Apr 1, 2024 reported Form 5500
$16.3M (2023-04) · $16.8M (2022-04)
Discount rate
5.30% Apr 1, 2024 reported Form 5500
5.26% (2023-04) · 5.43% (2022-04)
Participants
158 Apr 1, 2024 reported Form 5500
280 (2023-04) · 298 (2022-04)
Contributions
$750,000 Mar 31, 2025 reported Form 5500
$0 (2024-03) · $250,000 (2023-03)
Benefits paid
$12.9M Mar 31, 2025 reported Form 5500
$1.0M (2024-03) · $1.4M (2023-03)
Net investment income
-$12.5M Mar 31, 2025 reported Form 5500
$456,251 (2024-03) · -$2.3M (2023-03)
Investment management fees
$24,782 Mar 31, 2025 reported Form 5500
$5,984 (2024-03) · $16,735 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025158$19.8M$16.2M122.7%$7.2MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 2024280$19.3M$16.3M127.6%$19.8MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 2023298$21.6M$16.8M123.5%$19.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-03-31source
  • Funded status changed
    2023-04-01source
  • Funded status changed
    2024-04-01source

+3 more changes on this record's ledger

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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

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+4 connections on the graph

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