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 Minnesota

Corporate pension· Hanley Falls, Minnesota

Corporate pension, based in Hanley Falls, Minnesota, reporting $13.8M in assets, for 132 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: $13.8M
Funded ratio: 100.0%
Fund commitments: 11
Managers: 5

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

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 Minnesota

Funds committed to

Principal/trp Inst Lcg Mgd Cit F3 commitments
Principal/mfs Value 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

$13.8M

Total assets, Mar 31, 2025 reported

Funded

100.0%

Apr 1, 2024

Private markets target

no policy read

policy Mar 31, 2025

Commitments

5 managers on Schedule C

Plan sponsor: Farmers Cooperative Elevator Company

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Common/collective trusts 60.1%
Registered investment companies 39.8%

Consultants and advisers

2 firms

Principal Trusteethrough Mar 31, 2023 Form 5500
Mercer Actuarythrough Mar 31, 2023 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)

Alliancebernstein L.P.plan years
Blackrockplan years
T Rowe Priceplan 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

1 event

Apr 1, 2024Funded status changed
down 5 pointsaskebsa.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	Principal/trp Inst Lcg Mgd Cit Fcollective trust	T Rowe Price	Pooled vehicles	$374,961 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/mfs Value Cit Fcollective trust	Mfs	Pooled vehicles	$845,798 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/ab Large Cap Growth Citcollective trust	Alliancebernstein L.P.	Public equity	$398,754 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

33 readings

Total assets

$13.8M Mar 31, 2025 reported Form 5500

$13.5M (2024-03) · $12.5M (2023-03)

Plan assets

$13.5M Apr 1, 2024 reported Form 5500

$12.5M (2023-04) · $13.6M (2022-04)

Net assets

$13.8M Mar 31, 2025 reported Form 5500

$13.5M (2024-03) · $12.5M (2023-03)

Funded ratio

100.0% Apr 1, 2024 reported Form 5500

104.5% (2023-04) · 102.6% (2022-04)

Funding target

$11.3M Apr 1, 2024 reported Form 5500

$11.0M (2023-04) · $10.3M (2022-04)

Discount rate

5.34% Apr 1, 2024 reported Form 5500

5.32% (2023-04) · 5.49% (2022-04)

Participants

132 Apr 1, 2024 reported Form 5500

135 (2023-04) · 138 (2022-04)

Contributions

$418,500 Mar 31, 2025 reported Form 5500

$450,000 (2024-03) · $420,000 (2023-03)

Benefits paid

$809,414 Mar 31, 2025 reported Form 5500

$803,978 (2024-03) · $566,279 (2023-03)

Net investment income

$312,285 Mar 31, 2025 reported Form 5500

$993,087 (2024-03) · -$1.1M (2023-03)

Investment management fees

$12,413 Mar 31, 2025 reported Form 5500

$11,451 (2024-03) · $11,113 (2023-03)

Form 5500 filings

5 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	125	$9.3M	$6.9M	92.9%	$9.5M	Not disclosed	Not disclosed	Not disclosed
2024 to Mar 31, 2025	132	$13.5M	$11.3M	100.0%	$13.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	124	$8.6M	$6.6M	105.4%	$9.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	135	$12.5M	$11.0M	104.5%	$13.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Mar 31, 2023	138	$13.6M	$10.3M	102.6%	$12.5M	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 $12,413 PY2024
Principal Financial Group codes 21 24 27 28 50 $8,395 PY2024
Mercer codes 11 50 $7,669 PY2024

+60 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.

Checking your plan…

Record history

3 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
2024-04-01source

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.