This allocator's name, 4 more managers and 33 more commitments
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Corporate pension in Missouri
Corporate pension, based in Kansas City, Missouri, reporting $30.9M in assets, for 339 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $30.9M
- Funded ratio
- 92.0%
- Fund commitments
- 12
- Managers
- 8
Nothing material in the last 90 days. Last change: 1 Oct 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/ab Large Cap Growth Cit N3 commitments
- Allspring Core Bond Cit F3 commitments
- Principal/causeway International Va3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.5%
- Other investments 0.0%
- Common/collective trusts 79.1%
- Registered investment companies 17.9%
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500
- Principal Trust Co. Trusteethrough Sep 30, 2023 Form 5500
- Aon Actuarythrough Sep 30, 2023 Form 5500
- Blackrock9 rows, latest Sep 30, 2025
- T Rowe Price6 rows, latest Sep 30, 2025
- Alliancebernstein L.P.3 rows, latest Sep 30, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mfsplan years
- T Rowe Priceplan years
- Blackrockplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Oct 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Oct 1, 2024Assets changed$3.8Maskebsa.dol.gov
- Sep 30, 2024Assets changed$3.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Principal/ab Large Cap Growth Cit Ncollective trust | Alliancebernstein L.P. | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Allspring Core Bond Cit Fcollective trust | Allspring | Fixed income | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/causeway International Vacollective trust | Causeway | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 339 | $30.4M | $29.8M | 92.0% | $30.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 352 | $26.6M | $31.8M | 87.7% | $30.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 360 | $25.4M | $32.2M | 86.8% | $26.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes 15 21 28 $87,927 PY2024
- AON Consulting codes 11 50 $44,775 PY2024
- Principal/alliance Bernstein Large Sched. D C $1.5M PY2024
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-10-01source
- Total assets changed2024-10-01source
- Total assets changed2024-09-30source
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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