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Corporate pension in Minnesota

Corporate pension· Duluth, Minnesota

Corporate pension, based in Duluth, Minnesota, reporting $129M in assets, for 1,287 participants.

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

As of 2023-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $129M
Funded ratio: 95.9%
Fund commitments: 1

Open searches Similar plans, same strategy Commitments (1)

Allocation policy Consultants

As of 2023-01-01 · 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 2023, 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

DB Growth Portfolio3 commitments

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

Corporate pension

Assets

$129M

Total assets, Dec 31, 2024 reported

Funded

95.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Other investments 53.3%
Common/collective trusts 45.2%
Registered investment companies 1.0%

Consultants and advisers

3 firms

SLC Management Investment adviser (plan)through Dec 31, 2024 Form 5500
SLC Management Investment adviser (plan)through Dec 31, 2022 Form 5500
Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500

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

2 events

Jan 1, 2023Funded status changed
down 13 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $43.5Maskebsa.dol.gov

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

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	DB Growth Portfoliocollective trust	Great Gray Trust Company, LLC	Pooled vehicles	$58.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	DB Growth Portfoliocollective trust	Wilmington Trust, N.A.	Pooled vehicles	$58.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	DB Growth Portfoliocollective trust	Wilmington Trust, N.A.	Pooled vehicles	$57.6M held	Disclosed holding	askebsa.dol.gov

Size and funding

32 readings

Total assets

$129M Dec 31, 2024 reported Form 5500

$132M (2023-12) · $128M (2022-12)

Plan assets

$132M Jan 1, 2024 reported Form 5500

$128M (2023-01) · $171M (2022-01)

Net assets

$129M Dec 31, 2024 reported Form 5500

$132M (2023-12) · $128M (2022-12)

Funded ratio

95.9% Jan 1, 2024 reported Form 5500

94.0% (2023-01) · 106.6% (2022-01)

Funding target

$145M Jan 1, 2024 reported Form 5500

$147M (2023-01) · $149M (2022-01)

Discount rate

5.11% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.41% (2022-01)

Participants

1,287 Jan 1, 2024 reported Form 5500

1,309 (2023-01) · 1,548 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$9.6M Dec 31, 2024 reported Form 5500

$9.0M (2023-12) · $14.9M (2022-12)

Net investment income

-$3.2M Dec 31, 2024 reported Form 5500

$4.2M (2023-12) · -$43.5M (2022-12)

Investment management fees

$224,336 Dec 31, 2024 reported Form 5500

$348,280 (2023-12)

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 Dec 31, 2024	1,287	$132M	$145M	95.9%	$129M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,309	$128M	$147M	94.0%	$132M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,548	$171M	$149M	106.6%	$128M	Not disclosed	Not disclosed	Not disclosed

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

SLC Management codes 27 50 $224,336 PY2024
DB Growth Portfolio Sched. D C $58.3M PY2024
Fidelity Investments codes 11 PY2024

+6 more service providers

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

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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

2 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Total assets changed
2023-01-01source

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

+4 connections on the graph

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