DFX Intelligence

This allocator's name and 2 more dated events

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Corporate pension in Arkansas

Corporate pension· Little Rock, Arkansas

Corporate pension, based in Little Rock, Arkansas, reporting $160M in assets, for 1,048 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: $160M
Funded ratio: 89.2%
Managers: 1

Open searches Allocation policy Managers

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, Manager relationship started.

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

Corporate pension

Assets

$160M

Total assets, Dec 31, 2024 reported

Funded

89.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager 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 2.3%
Corporate debt instruments (other) 1.4%
U.S. Government securities 15.8%
Registered investment companies 62.1%
Common stock 18.1%

Consultants and advisers

2 firms

Stephens, Inc. Trusteethrough Dec 31, 2022 Form 5500
Osborn, Carreiro & Associates, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

1 manager on Schedule C

From Schedule C (investment management, code 28)

Stephens, Inc.plan years 2024

What changed

7 events

Dec 31, 2024Manager relationship started
with Stephens, Inc.askebsa.dol.gov
Dec 31, 2024Assets changed
$27.7Maskebsa.dol.gov
Jan 1, 2024Funded status changed
9 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$22.9Maskebsa.dol.gov
Dec 31, 2023Assets changed
$22.9Maskebsa.dol.gov

+2 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

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$160M Dec 31, 2024 reported Form 5500

$132M (2023-12) · $109M (2022-12)

Plan assets

$132M Jan 1, 2024 reported Form 5500

$109M (2023-01) · $123M (2022-01)

Net assets

$160M Dec 31, 2024 reported Form 5500

$132M (2023-12) · $109M (2022-12)

Funded ratio

89.2% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 108.8% (2022-01)

Funding target

$115M Jan 1, 2024 reported Form 5500

$104M (2023-01) · $88.5M (2022-01)

Discount rate

5.32% Jan 1, 2024 reported Form 5500

5.43% (2023-01) · 5.61% (2022-01)

Participants

1,048 Jan 1, 2024 reported Form 5500

942 (2023-01) · 884 (2022-01)

Contributions

$7.4M Dec 31, 2024 reported Form 5500

$6.9M (2023-12) · $5.4M (2022-12)

Benefits paid

$2.4M Dec 31, 2024 reported Form 5500

$2.2M (2023-12) · $1.8M (2022-12)

Net investment income

$27.7M Dec 31, 2024 reported Form 5500

$22.9M (2023-12) · -$14.0M (2022-12)

Investment management fees

$330,642 Dec 31, 2024 reported Form 5500

$276,358 (2023-12) · $276,725 (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	1,048	$132M	$115M	89.2%	$160M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	942	$109M	$104M	80.0%	$132M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	884	$123M	$88.5M	108.8%	$109M	Not disclosed	Not disclosed	Not disclosed

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

Stephens, Inc. codes 28 $330,642 PY2024
Osborn, Carreiro and Associates Inc codes 11 PY2024
Stephens, Inc. codes 21 $276,358 PY2023

+3 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 15, 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: fund commitments.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2024-12-31source

+4 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

+4 connections on the graph

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