DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager and 10 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.

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

Corporate pension in Missouri

Corporate pension· Kansas City, Missouri

Corporate pension, based in Kansas City, Missouri, reporting $166M in assets, for 1,030 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: $166M
Funded ratio: 109.8%
Fund commitments: 5
Managers: 1

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

Commitments (5)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 Spencer Fane LLP.

Capital path

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

Corporate pension in Missouri

Funds committed to

NT Collective Short Term Investment3 commitments
Wtc-Cif II Long Bond Portfolio3 commitments
Wtc-Cif II Smid Cap Research Equity3 commitments

All 5

Managers

Wellington Trust Company, Na6 commitments
Northern Trust Investments, Inc.3 commitments
Fidelity Institutional Asset Mgmt2 commitments

All 4

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

Corporate pension

Assets

$166M

Total assets, Dec 31, 2024 reported

Funded

109.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Partnership/joint venture interests 18.5%
Common/collective trusts 55.8%
Registered investment companies 25.5%

Consultants and advisers

4 firms

Spencer Fane LLP General consultantthrough Dec 31, 2024 Form 5500
Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser 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

4 managers on the commitment tape

From the plan’s own commitment disclosures

Wellington Trust Company, Na6 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
Fidelity Institutional Asset Mgmt2 rows, latest Dec 31, 2023

+1 more manager 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)

Barings LLCplan years
Cravath, Swaine & Moore LLPplan years 2022

What changed

4 events

Dec 31, 2024Holding endedinference
with Fidelity Institutional Asset Mgmt$7.3Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Barings Collective Investment Trust$2.1Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Spencer Fane LLPaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Cravath, Swaine & Moore LLPaskebsa.dol.gov

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

Commitments

13 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wtc-Cif II Long Bond Portfoliocollective trust	Wellington Trust Company, Na	Fixed income	$87.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wtc-Cif II Smid Cap Research Equitycollective trust	Wellington Trust Company, Na	Public equity	$4.0M held	Disclosed holding	askebsa.dol.gov

+10 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

$166M Dec 31, 2024 reported Form 5500

$167M (2023-12) · $160M (2022-12)

Plan assets

$167M Jan 1, 2024 reported Form 5500

$161M (2023-01) · $160M (2022-01)

Net assets

$165M Dec 31, 2024 reported Form 5500

$167M (2023-12) · $160M (2022-12)

Funded ratio

109.8% Jan 1, 2024 reported Form 5500

109.1% (2023-01) · 111.0% (2022-01)

Funding target

$136M Jan 1, 2024 reported Form 5500

$133M (2023-01) · $158M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.17% (2023-01) · 5.32% (2022-01)

Participants

1,030 Jan 1, 2024 reported Form 5500

1,065 (2023-01) · 1,168 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$6.7M Dec 31, 2024 reported Form 5500

$7.6M (2023-12) · $60.5M (2022-12)

Net investment income

-$1.6M Dec 31, 2024 reported Form 5500

$6.8M (2023-12) · -$14,238 (2022-12)

Investment management fees

$191,611 Dec 31, 2024 reported Form 5500

$168,167 (2023-12) · $152,022 (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	1,030	$167M	$136M	109.8%	$166M	$30.6M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,065	$161M	$133M	109.1%	$167M	$31.6M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,168	$160M	$158M	111.0%	$160M	$35.4M	Not disclosed	Not disclosed

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

Wellington Trust Company codes 15 $191,611 PY2024
Buck Global, LLC codes 11 $163,539 PY2024
Mercer codes 11 $138,916 PY2024

+32 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 10 traced paths of capital across the graphs.

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

DFX traced 10 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

4 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Manager relationship ended
2023-12-31source

+1 more change 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

+7 connections on the graph

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