This allocator's name, 4 more managers and 33 more commitments

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 Missouri

Corporate pension· Kansas City, Missouri

Corporate pension, based in Kansas City, Missouri, reporting $7.4M in assets, for 311 participants.

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

Assets
$7.4M
Funded ratio
94.3%
Fund commitments
12
Managers
8
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Commitments (12)Allocation policyManagers
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: 1 Mar 2023, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Missouri
Funds committed to
All 12
Managers
All 7
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$7.4M
Total assets, Feb 28, 2025 reported
Funded
94.3%
Mar 1, 2024
Private markets target
no policy read
policy Feb 28, 2025
Commitments
12
8 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.8%
  • Common/collective trusts 79.3%
  • Registered investment companies 17.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers 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)

+5 more Schedule C managers

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

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

What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
36 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Feb 28, 2025Allspring Core Bond Cit Fcollective trustAllspringFixed income$684,894 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Pfg/federated Total Return Bond Citcollective trustPrincipalFixed income$684,859 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal/dodge & Cox Intermediatecollective trustDodge & CoxPooled vehicles$684,973 heldDisclosed holdingaskebsa.dol.gov

+33 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
30 readings
Total assets
$7.4M Feb 28, 2025 reported Form 5500
$7.2M (2024-02) · $6.8M (2023-02)
Plan assets
$7.2M Mar 1, 2024 reported Form 5500
$6.8M (2023-03) · $8.0M (2022-03)
Net assets
$7.4M Feb 28, 2025 reported Form 5500
$7.2M (2024-02) · $6.8M (2023-02)
Funded ratio
94.3% Mar 1, 2024 reported Form 5500
96.1% (2023-03) · 98.7% (2022-03)
Funding target
$7.1M Mar 1, 2024 reported Form 5500
$7.2M (2023-03) · $7.2M (2022-03)
Discount rate
5.10% Mar 1, 2024 reported Form 5500
5.22% (2023-03) · 5.40% (2022-03)
Participants
311 Mar 1, 2024 reported Form 5500
315 (2023-03) · 327 (2022-03)
Contributions
$0 Feb 28, 2025 reported Form 5500
$0 (2024-02) · $0 (2023-02)
Benefits paid
$460,917 Feb 28, 2025 reported Form 5500
$448,534 (2024-02) · $497,181 (2023-02)
Net investment income
$202,703 Feb 28, 2025 reported Form 5500
$371,800 (2024-02) · -$1.2M (2023-02)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 2025311$7.2M$7.1M94.3%$7.4MNot disclosedNot disclosedNot disclosed
2023 to Feb 29, 2024315$6.8M$7.2M96.1%$7.2MNot disclosedNot disclosedNot disclosed
2022 to Feb 28, 2023327$8.0M$7.2M98.7%$6.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+57 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.
Capital chain

This record sits on 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 6 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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-03-01source
  • Total assets changed
    2023-03-01source

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

+12 connections on the graph

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