This allocator's name, 1 more adviser and 12 more commitments

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Corporate pension in Minnesota

Corporate pension· Minneapolis, Minnesota

Corporate pension, based in Minneapolis, Minnesota, reporting $53.4M in assets, for 1,552 participants.

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

Assets
$53.4M
Funded ratio
96.3%
Fund commitments
5
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Commitments (5)Allocation policy
As of · 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 2023, Changed investment consultant to Hewitt Associates.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Minnesota
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$53.4M
Total assets, Dec 31, 2024 reported
Funded
96.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.5%
  • Common/collective trusts 99.4%
  • Registered investment companies 0.1%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024State St US Bond Index Non-Lendincollective trustState Street Global Advisors TrustFixed income$24.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St S&p Midcap Index Non-Lendcollective trustState Street Global Advisors TrustPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St Msci Eafe Ind Sec Lendingcollective trustState Street Global Advisors Trust CompanyPooled vehicles$11.1M heldDisclosed holdingaskebsa.dol.gov

+12 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
$53.4M Dec 31, 2024 reported Form 5500
$52.4M (2023-12) · $49.0M (2022-12)
Plan assets
$52.3M Jan 1, 2024 reported Form 5500
$49.0M (2023-01) · $61.0M (2022-01)
Net assets
$53.3M Dec 31, 2024 reported Form 5500
$52.3M (2023-12) · $49.0M (2022-12)
Funded ratio
96.3% Jan 1, 2024 reported Form 5500
96.1% (2023-01) · 105.7% (2022-01)
Funding target
$52.6M Jan 1, 2024 reported Form 5500
$52.5M (2023-01) · $51.3M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.46% (2022-01)
Participants
1,552 Jan 1, 2024 reported Form 5500
1,561 (2023-01) · 1,564 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$3.0M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $2.7M (2022-12)
Net investment income
$1.0M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · -$12.0M (2022-12)
Investment management fees
$2,192 Dec 31, 2024 reported Form 5500
$2,129 (2023-12) · $1,841 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,552$52.3M$52.6M96.3%$53.4MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,561$49.0M$52.5M96.1%$52.4MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,564$61.0M$51.3M105.7%$49.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 more service providers

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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.

Not yet on record: managers.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship started
    2023-12-31source
  • Consultant changed
    2023-12-31source

+2 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

+6 connections on the graph

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