DFX Intelligence

This allocator's name, 1 more manager, 43 more commitments and 4 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 Kansas

Corporate pension· Desoto, Kansas

Corporate pension, based in Desoto, Kansas, reporting $175M in assets, for 2,576 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $175M
Funded ratio: 164.7%
Fund commitments: 18
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (18)Allocation policy Managers

As of 2024-12-31 · 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 Dec 2024, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Kansas

Funds committed to

Jpmcb Income Fund3 commitments
Long Duration Investmnt Grade Fund3 commitments
Intermediate Credit Fund3 commitments

All 18

Managers

JP Morgan Chase39 commitments
J.P. Morgan Chase3 commitments
Northern Trust Investments, Inc.3 commitments

All 4

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

Corporate pension

Assets

$175M

Total assets, Dec 31, 2024 reported

Funded

164.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Other investments 0.3%
Common/collective trusts 98.9%

Consultants and advisers

3 firms

J.P. Morgan Investment Management Custodianthrough Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

JP Morgan Chase39 rows, latest Dec 31, 2024
J.P. Morgan Chase3 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024

+1 more manager received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

JP Morgan Chaseplan years

What changed

9 events

Dec 31, 2024Holding endedinference
with JP Morgan Chase Bank, N.A.$3.5Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Jpmcb US Active Value Fund$3.3Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with JP Morgan Chase$20Kaskebsa.dol.gov
Dec 31, 2024Holding started
with Commingled Pension Trust Fund (ls)$13.2Maskebsa.dol.gov
Dec 31, 2024Holding started
with Jpmcb Mid-Cap Equity Index Fund$4.2Maskebsa.dol.gov

+4 more dated events

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

Commitments

46 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Commingled Pension Trust Fund (ls)collective trust	JP Morgan Chase	Pooled vehicles	$13.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jpmcb Income Fundcollective trust	JP Morgan Chase	Fixed income	$31.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jpmcb Mid-Cap Equity Index Fundcollective trust	JP Morgan Chase	Public equity	$4.2M held	Disclosed holding	askebsa.dol.gov

+43 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

$175M Dec 31, 2024 reported Form 5500

$177M (2023-12) · $174M (2022-12)

Plan assets

$177M Jan 1, 2024 reported Form 5500

$173M (2023-01) · $220M (2022-01)

Net assets

$175M Dec 31, 2024 reported Form 5500

$177M (2023-12) · $173M (2022-12)

Funded ratio

164.7% Jan 1, 2024 reported Form 5500

157.8% (2023-01) · 153.8% (2022-01)

Funding target

$107M Jan 1, 2024 reported Form 5500

$109M (2023-01) · $143M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.04% (2023-01) · 2.89% (2022-01)

Participants

2,576 Jan 1, 2024 reported Form 5500

2,606 (2023-01) · 2,592 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$10.6M Dec 31, 2024 reported Form 5500

$9.5M (2023-12) · $15.3M (2022-12)

Net investment income

-$1.9M Dec 31, 2024 reported Form 5500

$4.5M (2023-12) · -$47.9M (2022-12)

Investment management fees

$486,192 Dec 31, 2024 reported Form 5500

$652,254 (2023-12) · $1.2M (2022-12)

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 Dec 31, 2024	2,576	$177M	$107M	164.7%	$175M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,606	$173M	$109M	157.8%	$177M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,592	$220M	$143M	153.8%	$174M	Not disclosed	Not disclosed	Not disclosed

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

JP Morgan Investment Management codes 19 27 28 50 51 $486,192 PY2024
Mercer US LLC codes 11 15 $413,831 PY2024
Northern Trust Company codes 21 $77,193 PY2024

+68 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.

Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+6 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

every published relationship on the graph

+5 connections on the graph

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