DFX Intelligence

This allocator's name, 2 more managers and 27 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 Nebraska

Corporate pension· Omaha, Nebraska

Corporate pension, based in Omaha, Nebraska, reporting $379M in assets, for 2,856 participants.

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

As of 2024-04-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $379M
Funded ratio: 103.0%
Fund commitments: 11
Managers: 5

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Commitments (11)Allocation policy Managers

As of 2024-04-01 · 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: 1 Apr 2024, Funded status changed.

Capital path

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

Corporate pension in Nebraska

Funds committed to

Pfg/multi-Manager Small Cap Cit N3 commitments
Principal/trp Inst Lcg Mgd Cit F3 commitments
Principal/blackrock S&p 500 Index3 commitments

All 11

Managers

Blackrock9 commitments
Allspring6 commitments
T Rowe Price3 commitments

All 5

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

Corporate pension

Assets

$379M

Total assets, Mar 31, 2025 reported

Funded

103.0%

Apr 1, 2024

Private markets target

no policy read

policy Mar 31, 2025

Commitments

5 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Common/collective trusts 61.6%
Registered investment companies 38.4%

Consultants and advisers

2 firms

Principal Trusteethrough Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock9 rows, latest Mar 31, 2025
Allspring6 rows, latest Mar 31, 2025
T Rowe Price3 rows, latest Mar 31, 2025

+2 more managers 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)

T Rowe Priceplan years
Blackrockplan years
Allspringplan years

+2 more Schedule C managers

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

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

What changed

4 events

Apr 1, 2024Funded status changed
down 9 pointsaskebsa.dol.gov
Mar 31, 2024Assets changed
$34.9Maskebsa.dol.gov
Apr 1, 2023Funded status changed
4 pointsaskebsa.dol.gov
Apr 1, 2023Assets changed
$309Maskebsa.dol.gov

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

Commitments

30 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Mar 31, 2025	Pfg/multi-Manager Small Cap Cit Ncollective trust	SEI Trust Company	Public equity	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/trp Inst Lcg Mgd Cit Fcollective trust	T Rowe Price	Pooled vehicles	$11.8M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/blackrock S&p 500 Indexcollective trust	Blackrock	Pooled vehicles	$44.0M held	Disclosed holding	askebsa.dol.gov

+27 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

39 readings

Total assets

$379M Mar 31, 2025 reported Form 5500

$368M (2024-03) · $333M (2023-03) · $0 (2022-12)

Plan assets

$368M Apr 1, 2024 reported Form 5500

$335M (2023-04) · $26.2M (2022-04)

Net assets

$379M Mar 31, 2025 reported Form 5500

$368M (2024-03) · $333M (2023-03) · $0 (2022-12)

Funded ratio

103.0% Apr 1, 2024 reported Form 5500

111.6% (2023-04) · 107.5% (2022-04)

Funding target

$293M Apr 1, 2024 reported Form 5500

$284M (2023-04) · $20.7M (2022-04)

Discount rate

5.37% Apr 1, 2024 reported Form 5500

5.36% (2023-04) · 5.44% (2022-04)

Participants

2,856 Apr 1, 2024 reported Form 5500

2,779 (2023-04) · 237 (2022-04)

Contributions

$12.0M Mar 31, 2025 reported Form 5500

$12.0M (2024-03) · $20.1M (2023-03) · $0 (2022-12)

Benefits paid

$19.7M Mar 31, 2025 reported Form 5500

$18.8M (2024-03) · $17.5M (2023-03) · $1.1M (2022-12)

Net investment income

$11.3M Mar 31, 2025 reported Form 5500

$34.7M (2024-03) · -$18.0M (2023-03) · -$3.8M (2022-12)

Investment management fees

$334,507 Mar 31, 2025 reported Form 5500

$300,216 (2024-03) · $277,420 (2023-03) · $21,538 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Mar 31, 2025	2,856	$368M	$293M	103.0%	$379M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	2,779	$335M	$284M	111.6%	$368M	Not disclosed	Not disclosed	Not disclosed
2022 to Mar 31, 2023	2,496	$345M	$247M	113.6%	$333M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	237	$26.2M	$20.7M	107.5%	$0	Not disclosed	Not disclosed	Not disclosed

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

Principal Financial Group codes 21 24 27 28 50 $333,507 PY2024
Mercer codes 11 50 $126,541 PY2024
Spencer Fane codes 29 50 $10,526 PY2024

+50 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 6 traced paths of capital across the graphs.

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

DFX traced 6 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

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-03-31source
Holding in a pooled vehicle started
2024-03-31source
Funded status changed
2023-04-01source

+3 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

+9 connections on the graph

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