DFX Intelligence

This allocator's name, 3 more advisers and 5 more dated events

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Corporate pension in Minnesota

Corporate pension· Minneapolis, Minnesota

Corporate pension, based in Minneapolis, Minnesota, reporting $16.0M in assets, for 411 participants.

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

As of 2025-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $16.0M
Funded ratio: 107.9%

Open searches Allocation policy Consultants

As of 2025-01-01 · 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 Jan 2025, Funded status changed.

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

Corporate pension

Assets

$16.0M

Total assets, Dec 31, 2025 reported

Funded

107.9%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 10.4%
Registered investment companies 89.6%

Consultants and advisers

6 firms

Onedigital Investment adviser (plan)through Dec 31, 2025 Form 5500
Marsh & Mclennan Agency Actuarythrough Dec 31, 2025 Form 5500
Mcgriff, a Marsh & Mclennan Compnay Actuarythrough Dec 31, 2025 Form 5500

+3 more consultants and advisers 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

No manager relationship is on the tape for this allocator.

What changed

10 events

Jan 1, 2025Funded status changed
11 pointsaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Onedigitalaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Mcgriff Insurance Servicesaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Mcgriff, a Marsh & Mclennan Compnayaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 4 pointsaskebsa.dol.gov

+5 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

43 readings

Total assets

$16.0M Dec 31, 2025 reported Form 5500

$15.8M (2024-12) · $14.7M (2023-12) · $12.7M (2022-12)

Plan assets

$15.8M Jan 1, 2025 reported Form 5500

$14.7M (2024-01) · $12.7M (2023-01) · $15.6M (2022-01)

Net assets

$16.0M Dec 31, 2025 reported Form 5500

$15.8M (2024-12) · $14.7M (2023-12) · $12.7M (2022-12)

Funded ratio

107.9% Jan 1, 2025 reported Form 5500

96.7% (2024-01) · 100.4% (2023-01) · 119.8% (2022-01)

Funding target

$14.4M Jan 1, 2025 reported Form 5500

$14.7M (2024-01) · $13.9M (2023-01) · $13.0M (2022-01)

Discount rate

5.37% Jan 1, 2025 reported Form 5500

5.15% (2024-01) · 5.28% (2023-01) · 5.45% (2022-01)

Participants

411 Jan 1, 2025 reported Form 5500

423 (2024-01) · 394 (2023-01) · 376 (2022-01)

Contributions

$0 Dec 31, 2025 reported Form 5500

$2.2M (2024-12) · $2.1M (2023-12) · $0 (2022-12)

Benefits paid

$1.2M Dec 31, 2025 reported Form 5500

$1.8M (2024-12) · $970,574 (2023-12) · $741,303 (2022-12)

Net investment income

$148,760 Dec 31, 2025 reported Form 5500

$1.1M (2024-12) · $2.0M (2023-12) · -$2.8M (2022-12)

Investment management fees

$8,250 Dec 31, 2025 reported Form 5500

$11,000 (2024-12) · $11,000 (2023-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	411	$15.8M	$14.4M	107.9%	$16.0M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	423	$14.7M	$14.7M	96.7%	$15.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	394	$12.7M	$13.9M	100.4%	$14.7M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	376	$15.6M	$13.0M	119.8%	$12.7M	Not disclosed	Not disclosed	Not disclosed

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

Mcgriff, a Marsh & Mclennan Company codes 11 17 50 $112,353 PY2025
Truist Bank (fka Branch Banking) codes 21 50 $11,204 PY2025
Onedigital Investment Advisors LLC codes 27 50 $8,250 PY2025

+14 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.

Not yet on record: fund commitments, managers.

Record history

10 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Funded status changed
2025-01-01source

+7 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

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