DFX Intelligence

This allocator's name, 16 more commitments and 14 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Nebraska

Corporate pension· Omaha, Nebraska

Corporate pension, based in Omaha, Nebraska, reporting $34.1M in assets, for 196 participants.

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

As of 2025-03-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $34.1M
Funded ratio: 159.4%
Fund commitments: 15

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Commitments (15)Allocation policy Consultants

As of 2025-03-31 · 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 Nebraska

Funds committed to

Prin Ldi Intrm Dur Sep Acct-Z2 commitments
CAP Grp Lng Dur Gov Tr (US) Db2 commitments
CG Long Duration Credit Trust US2 commitments

All 15

Managers

Principal15 commitments
Capital Guardian Trust Company4 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$34.1M

Total assets, Mar 31, 2025 reported

Funded

159.4%

Apr 1, 2024

Private markets target

no policy read

policy Mar 31, 2025

Commitments

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)

Common/collective trusts 50.2%
Pooled separate accounts 11.1%
Registered investment companies 38.8%

Consultants and advisers

3 firms

Capital Bank and Trust Company Investment adviser (plan)through Mar 31, 2025 Form 5500
Grove Point Advisors, LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
Principal Financial Group Actuarythrough Mar 31, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Principal15 rows, latest Mar 31, 2025
Capital Guardian Trust Company4 rows, latest Mar 31, 2025

What changed

19 events

Mar 31, 2025Holding endedinference
with Principal$1.3Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Capital Bank and Trust Companyaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Grove Point Advisors, LLCaskebsa.dol.gov
Apr 1, 2024Funded status changed
down 6 pointsaskebsa.dol.gov
Mar 31, 2024Holding endedinference
with Principal$338Kaskebsa.dol.gov

+14 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

19 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Mar 31, 2025	Prin Ldi Intrm Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	CAP Grp Lng Dur Gov Tr (US) Dbcollective trust	Capital Guardian Trust Company	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	CG Long Duration Credit Trust UScollective trust	Capital Guardian Trust Company	Private credit	$8.8M held	Disclosed holding	askebsa.dol.gov

+16 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.

Size and funding

33 readings

Total assets

$34.1M Mar 31, 2025 reported Form 5500

$33.6M (2024-03) · $32.0M (2023-03)

Plan assets

$37.3M Apr 1, 2024 reported Form 5500

$35.8M (2023-04) · $39.0M (2022-04)

Net assets

$34.1M Mar 31, 2025 reported Form 5500

$33.6M (2024-03) · $32.0M (2023-03)

Funded ratio

159.4% Apr 1, 2024 reported Form 5500

165.8% (2023-04) · 173.7% (2022-04)

Funding target

$23.5M Apr 1, 2024 reported Form 5500

$23.0M (2023-04) · $21.5M (2022-04)

Discount rate

5.36% Apr 1, 2024 reported Form 5500

5.36% (2023-04) · 5.54% (2022-04)

Participants

196 Apr 1, 2024 reported Form 5500

195 (2023-04) · 196 (2022-04)

Contributions

$0 Mar 31, 2025 reported Form 5500

$0 (2024-03) · $0 (2023-03)

Benefits paid

$1.1M Mar 31, 2025 reported Form 5500

$943,424 (2024-03) · $890,690 (2023-03)

Net investment income

$429,034 Mar 31, 2025 reported Form 5500

$1.6M (2024-03) · -$2.4M (2023-03)

Investment management fees

$30,607 Mar 31, 2025 reported Form 5500

$32,924 (2024-03) · $11,667 (2023-03)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Mar 31, 2025	196	$37.3M	$23.5M	159.4%	$34.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	195	$35.8M	$23.0M	165.8%	$33.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Mar 31, 2023	196	$39.0M	$21.5M	173.7%	$32.0M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Life Insurance Company codes 13 50 64 $117,806 PY2024
Capital Bank and Trust codes 27 50 $30,607 PY2024
Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.8M PY2024

+37 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

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.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

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Record history

19 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-03-31source
Holding in a pooled vehicle ended
2024-03-31source
Holding in a pooled vehicle ended
2024-03-31source

+16 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

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