DFX Intelligence

This allocator's name, 1 more manager, 16 more commitments and 11 more dated events

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Corporate pension in Florida

Corporate pension· Winter Haven, Florida

Corporate pension, based in Winter Haven, Florida, reporting $28.7M in assets, for 1,467 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: $28.7M
Funded ratio: 83.7%
Fund commitments: 12
Managers: 2

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

Commitments (12)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 ended.

Capital path

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

Corporate pension in Florida

Funds committed to

NT Collective Aggregate Bond Index3 commitments
PRU U.S. Long Duration Corp Bd2 commitments
NT Collective S&p 500 Index Fund2 commitments

All 12

Managers

Northern Trust Investments, Inc.9 commitments
Prudential Trust Co.7 commitments
Allspring2 commitments

All 4

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

Corporate pension

Assets

$28.7M

Total assets, Sep 30, 2025 reported

Funded

83.7%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

2 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)

Common/collective trusts 99.7%
Registered investment companies 0.3%

Consultants and advisers

1 firm

Fidelity Investments Actuarythrough Sep 30, 2023 Form 5500

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

Northern Trust Investments, Inc.9 rows, latest Sep 30, 2025
Prudential Trust Co.7 rows, latest Sep 30, 2025
Allspring2 rows, latest Sep 30, 2024

+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)

Allspringplan years
Prudential Trust Co.plan years
Mondrian Investment Partners, Ltdplan years 2023

What changed

16 events

Sep 30, 2025Holding endedinference
with Northern Trust Investments, Inc.$2.5Maskebsa.dol.gov
Sep 30, 2025Holding endedinference
with Prudential Trust Co.$13.1Maskebsa.dol.gov
Sep 30, 2025Holding endedinference
with Prudential Trust Co.$1.2Maskebsa.dol.gov
Sep 30, 2025Holding endedinference
with Northern Trust Investments, Inc.$943Kaskebsa.dol.gov
Sep 30, 2025Holding endedinference
with Mondrian Investment Group(us) Inc$1.2Maskebsa.dol.gov

+11 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

19 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	PRU U.S. Long Duration Corp Bdcollective trust	Prudential Trust Co.	Fixed income	$8.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	NT Collective Aggregate Bond Indexcollective trust	Northern Trust Investments, Inc.	Fixed income	$19.8M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	NT Collective S&p 500 Index Fundcollective trust	Northern Trust Investments, Inc.	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov

+16 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

32 readings

Total assets

$28.7M Sep 30, 2025 reported Form 5500

$31.1M (2024-09) · $28.3M (2023-09)

Plan assets

$31.0M Oct 1, 2024 reported Form 5500

$27.8M (2023-10) · $28.1M (2022-10)

Net assets

$28.7M Sep 30, 2025 reported Form 5500

$31.1M (2024-09) · $28.3M (2023-09)

Funded ratio

83.7% Oct 1, 2024 reported Form 5500

82.6% (2023-10) · 82.0% (2022-10)

Funding target

$31.8M Oct 1, 2024 reported Form 5500

$32.8M (2023-10) · $33.1M (2022-10)

Discount rate

5.32% Oct 1, 2024 reported Form 5500

5.12% (2023-10) · 5.29% (2022-10)

Participants

1,467 Oct 1, 2024 reported Form 5500

1,510 (2023-10) · 1,561 (2022-10)

Contributions

$0 Sep 30, 2025 reported Form 5500

$500,000 (2024-09) · $0 (2023-09)

Benefits paid

$2.4M Sep 30, 2025 reported Form 5500

$2.4M (2024-09) · $2.1M (2023-09)

Net investment income

-$2.3M Sep 30, 2025 reported Form 5500

$2.8M (2024-09) · $120,028 (2023-09)

Investment management fees

$4,076 Sep 30, 2024 reported Form 5500

$5,454 (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	1,467	$31.0M	$31.8M	83.7%	$28.7M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	1,510	$27.8M	$32.8M	82.6%	$31.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	1,561	$28.1M	$33.1M	82.0%	$28.3M	Not disclosed	Not disclosed	Not disclosed

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

Fidelity Investments codes 13 50 $465,625 PY2024
Kpmg LLP codes 10 50 $19,440 PY2024
Hill Ward & Hendorson codes 29 50 $16,449 PY2024

+36 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

16 dated events on the change ledger, latest first

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

+13 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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