DFX Intelligence

This allocator's name, 2 more managers, 24 more commitments and 3 more dated events

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Corporate pension in Missouri

Corporate pension· Kansas City, Missouri

Corporate pension, based in Kansas City, Missouri, reporting $144M in assets, for 597 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $144M
Funded ratio: 125.9%
Fund commitments: 12
Managers: 3

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

Commitments (12)Allocation policy Managers

As of 2024-01-01 · 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 Jan 2024, 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

L&g Liability Treasury Cit Fund3 commitments
L&g Liability Treasury 3x Cit Fund3 commitments
L&g Liability Corp Cit Fund3 commitments

All 12

Managers

Legal and General9 commitments
Northern Trust Investments, Inc.7 commitments
Blackrock Institutional Trust Company, N.A.5 commitments

All 5

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

Corporate pension

Assets

$144M

Total assets, Dec 31, 2024 reported

Funded

125.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.3%
Corporate debt instruments (other) 2.2%
U.S. Government securities 0.0%
Other investments 0.0%
103-12 investment entities 1.0%
Common/collective trusts 62.0%
Registered investment companies 33.4%

Consultants and advisers

1 firm

PWC US Tax LLP Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Legal and General9 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.7 rows, latest Dec 31, 2024
Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024

+2 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)

Grantham Mayo van Otterloo & Co LLCplan years
Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years

What changed

8 events

Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Northern Trust Investments, Inc.$3.6Maskebsa.dol.gov
Dec 31, 2023Holding started
with GMO Multi-Strategy Fund (onshore)$1.4Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Equity Index Non-Lendable Fund$8.2Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Blackrock Mid Cap Equity Non-Lendab$3.7Maskebsa.dol.gov

+3 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

27 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	L&g Liability Treasury Cit Fundcollective trust	Legal and General	Fixed income	$23.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	L&g Liability Treasury 3x Cit Fundcollective trust	Legal and General	Fixed income	$379,000 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	GMO Multi-Strategy Fund (onshore)103 12 ie	Grantham Mayo van Otterloo & Co LLC	Hedge / diversifiers	$1.4M held	Disclosed holding	askebsa.dol.gov

+24 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

$144M Dec 31, 2024 reported Form 5500

$143M (2023-12) · $136M (2022-12)

Plan assets

$143M Jan 1, 2024 reported Form 5500

$136M (2023-01) · $172M (2022-01)

Net assets

$144M Dec 31, 2024 reported Form 5500

$143M (2023-12) · $136M (2022-12)

Funded ratio

125.9% Jan 1, 2024 reported Form 5500

123.4% (2023-01) · 129.3% (2022-01)

Funding target

$89.6M Jan 1, 2024 reported Form 5500

$94.7M (2023-01) · $97.5M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.17% (2023-01) · 5.32% (2022-01)

Participants

597 Jan 1, 2024 reported Form 5500

633 (2023-01) · 677 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$8.8M Dec 31, 2024 reported Form 5500

$8.5M (2023-12) · $10.1M (2022-12)

Net investment income

$736,000 Dec 31, 2024 reported Form 5500

$7.6M (2023-12) · -$35.7M (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	597	$143M	$89.6M	125.9%	$144M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	633	$136M	$94.7M	123.3%	$143M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	677	$172M	$97.5M	129.3%	$136M	Not disclosed	Not disclosed	Not disclosed

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

Intech US Broad Large Cap Growth Sched. D E PY2024
L&g Long Liability Corp Cit Fund Sched. D C PY2024
L&g Liability Corp Cit Fund Sched. D C $10.8M PY2024

+39 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.

Record history

8 dated events on the change ledger, latest first

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

+5 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

+5 connections on the graph

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