DFX Intelligence

This allocator's name, 3 more advisers, 5 more commitments and 5 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.

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

Corporate pension in Indiana

Corporate pension· Mishawaka, Indiana

Corporate pension, based in Mishawaka, Indiana, reporting $909,801 in assets, for 714 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: $909,801
Funded ratio: 107.9%
Fund commitments: 4

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

Commitments (4)Allocation policy Consultants

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, Changed investment consultant to Capital Stratagies Invt Group LLC.

Capital path

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

Corporate pension in Indiana

Funds committed to

Keybank Multiple Investment Trust3 commitments
Fiam Long Corporate a Or Better2 commitments
Fiam Long U.S. Treasury Strips Inde2 commitments

All 4

Managers

Fidelity Institutional Asset Mgmt5 commitments

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

Corporate pension

Assets

$909,801

Total assets, Dec 31, 2024 reported

Funded

107.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Other investments 1.7%
Common/collective trusts 97.9%

Consultants and advisers

6 firms

Capital Stratagies Invt Group LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
USI Consulting Group ActuaryPension consultantthrough Dec 31, 2024 Form 5500
Fidelity Institutional Asset Mgmt Investment adviser (plan)through Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

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

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

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

Fidelity Institutional Asset Mgmt5 rows, latest Dec 31, 2023

What changed

10 events

Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$11.4Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$1.8Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$25.9Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Capital Stratagies Invt Group LLCaskebsa.dol.gov
Dec 31, 2024Assets changed
down $61.4Maskebsa.dol.gov

+5 more dated events

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

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

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

Commitments

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Keybank Multiple Investment Trustcollective trust	Keybank National Association	Pooled vehicles	$890,860 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Keybank Multiple Investment Trustcollective trust	Keybank National Association	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$25.9M held	Disclosed holding	askebsa.dol.gov

+5 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

$909,801 Dec 31, 2024 reported Form 5500

$62.3M (2023-12) · $62.2M (2022-12)

Plan assets

$62.3M Jan 1, 2024 reported Form 5500

$62.2M (2023-01) · $85.2M (2022-01)

Net assets

$909,801 Dec 31, 2024 reported Form 5500

$62.3M (2023-12) · $62.2M (2022-12)

Funded ratio

107.9% Jan 1, 2024 reported Form 5500

104.9% (2023-01) · 119.0% (2022-01)

Funding target

$61.2M Jan 1, 2024 reported Form 5500

$64.3M (2023-01) · $66.1M (2022-01)

Discount rate

5.01% Jan 1, 2024 reported Form 5500

5.13% (2023-01) · 5.30% (2022-01)

Participants

714 Jan 1, 2024 reported Form 5500

733 (2023-01) · 757 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$63.5M Dec 31, 2024 reported Form 5500

$6.0M (2023-12) · $6.2M (2022-12)

Net investment income

-$61.4M Dec 31, 2024 reported Form 5500

$135,413 (2023-12) · -$23.0M (2022-12)

Investment management fees

$68,663 Dec 31, 2024 reported Form 5500

$62,400 (2023-12) · $62,487 (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	714	$62.3M	$61.2M	107.9%	$909,801	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	733	$62.2M	$64.3M	104.9%	$62.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	757	$85.2M	$66.1M	119.0%	$62.2M	Not disclosed	Not disclosed	Not disclosed

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

Pricewaterhousecoopers LLP codes 11 $333,370 PY2024
Keybank National Association codes 19 21 28 52 $98,481 PY2024
Fidelity Institutional Asset Mgmt codes 27 $58,908 PY2024

+30 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 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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.

Checking your plan…

Record history

10 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

+7 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

+8 connections on the graph

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