DFX Intelligence

This allocator's name, 7 more managers, 39 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 Minnesota

Corporate pension· Minneapolis, Minnesota

Corporate pension, based in Minneapolis, Minnesota, reporting $922M in assets, for 9,405 participants.

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

As of 2025-09-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $922M
Funded ratio: 100.8%
Fund commitments: 17
Managers: 7

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

Commitments (17)Allocation policy Managers

As of 2025-09-30 · 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: 30 Sep 2025, Holding started.

Capital path

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

Corporate pension in Minnesota

Funds committed to

Columbia Trust Focused Lg Cap Value3 commitments
Columbia Trust US High Yld Bond Fd3 commitments
Columbia Trust Emerg Market Oppr Fd3 commitments

All 17

Managers

this allocator13 commitments
Blackrock Institutional Trust Company, N.A.6 commitments
Artisan Partners3 commitments

All 10

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

Corporate pension

Assets

$922M

Total assets, Sep 30, 2025 reported

Funded

100.8%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

7 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Other investments 2.5%
Partnership/joint venture interests 4.9%
Common/collective trusts 83.0%
Registered investment companies 3.1%
Common stock 4.2%

Consultants and advisers

3 firms

Towers Watson Investment Services, Investment adviser (plan)through Sep 30, 2023 Form 5500
Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
Principal Trust Co. Custodianthrough Sep 30, 2023 Form 5500

People

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

Manager roster

10 managers on the commitment tape

From the plan’s own commitment disclosures

this allocator13 rows, latest Sep 30, 2025
Blackrock Institutional Trust Company, N.A.6 rows, latest Sep 30, 2025
Artisan Partners3 rows, latest Sep 30, 2025

+7 more managers received commitments

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

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From Schedule C (investment management, code 28)

Mfsplan years
Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years

+8 more Schedule C managers

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

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What changed

9 events

Sep 30, 2025Holding started
with MFS International Equity Fund$45.7Maskebsa.dol.gov
Sep 30, 2025Holding started
with Kennedy Capital Management$37.2Maskebsa.dol.gov
Oct 1, 2024Assets changed
$138Maskebsa.dol.gov
Sep 30, 2024Holding endedinference
with Columbia Trust Core Bond Fund$31.7Maskebsa.dol.gov
Sep 30, 2024Holding started
with Intermediate Govt Bond Index Nl Fd$40.8Maskebsa.dol.gov

+4 more dated events

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

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

Commitments

42 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Intermediate Govt Bond Index Nl Fdcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$65.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Blackrock US 20pl Yr Bd Idx Nl Fdcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$133M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Columbia Trust Focused Lg Cap Valuecollective trust	this allocator	Pooled vehicles	$45.7M held	Disclosed holding	askebsa.dol.gov

+39 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

$922M Sep 30, 2025 reported Form 5500

$881M (2024-09) · $744M (2023-09)

Plan assets

$881M Oct 1, 2024 reported Form 5500

$743M (2023-10) · $659M (2022-10)

Net assets

$922M Sep 30, 2025 reported Form 5500

$881M (2024-09) · $744M (2023-09)

Funded ratio

100.8% Oct 1, 2024 reported Form 5500

100.0% (2023-10) · 100.1% (2022-10)

Funding target

$786M Oct 1, 2024 reported Form 5500

$770M (2023-10) · $725M (2022-10)

Discount rate

5.35% Oct 1, 2024 reported Form 5500

5.24% (2023-10) · 5.41% (2022-10)

Participants

9,405 Oct 1, 2024 reported Form 5500

10,025 (2023-10) · 10,508 (2022-10)

Contributions

$22.0M Sep 30, 2025 reported Form 5500

$31.0M (2024-09) · $37.0M (2023-09)

Benefits paid

$48.7M Sep 30, 2025 reported Form 5500

$46.5M (2024-09) · $42.3M (2023-09)

Net investment income

$40.1M Sep 30, 2025 reported Form 5500

$137M (2024-09) · $83.1M (2023-09)

Investment management fees

$1.9M Sep 30, 2025 reported Form 5500

$2.2M (2024-09) · $2.1M (2023-09)

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 Sep 30, 2025	9,405	$881M	$786M	100.8%	$922M	$44.9M	Not disclosed	Not disclosed
2023 to Sep 30, 2024	10,025	$743M	$770M	100.0%	$881M	$26.3M	Not disclosed	Not disclosed
2022 to Sep 30, 2023	10,508	$659M	$725M	100.1%	$744M	$23.0M	Not disclosed	Not disclosed

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

Alight Solutions LLC codes 15 38 50 61 64 $488,410 PY2024
Fidelity Institutional Asset Mgmt codes 28 50 $389,341 PY2024
Morgan Stanley Investment Mgmt codes 28 50 $326,434 PY2024

+67 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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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

9 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-09-30source
Holding in a pooled vehicle started
2025-09-30source
Holding in a pooled vehicle started
2025-09-30source

+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

+15 connections on the graph

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