2 more managers and 27 more commitments
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The Restated Noncontributory Retirement Plan for Cooperatives
Corporate pension, based in Omaha, Nebraska, reporting $4.5M in assets, for 145 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $4.5M
- Funded ratio
- 93.7%
- Fund commitments
- 11
- Managers
- 5
Nothing material in the last 90 days. Last change: 1 Apr 2023, The Restated Noncontributory Retirement Plan for Cooperatives funded ratio 91.2% -> 94.3% (2022-04-01 to 2023-04-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Pfg/multi-Manager Small Cap Cit N3 commitments
- Allspring Core Bond Cit F3 commitments
- Principal/trp Inst Lcg Mgd Cit F3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 59.6%
- Registered investment companies 39.7%
- Mercer Actuarythrough Mar 31, 2023 Form 5500
- 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
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- Alliancebernstein L.P.plan years
- Mfsplan years
- Blackrockplan years
+2 more Schedule C managers
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- Apr 1, 2023Funded status changedThe Restated Noncontributory Retirement Plan for Cooperatives funded ratio 91.2% -> 94.3% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedThe Restated Noncontributory Retirement Plan for Cooperatives plan assets $5M -> $5M (-16.1%, 2022-04-01 to 2023-04-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Pfg/multi-Manager Small Cap Cit Ncollective trust | SEI Trust Company | Public equity | $135,417 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Allspring Core Bond Cit Fcollective trust | Allspring | Fixed income | $577,274 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Principal/trp Inst Lcg Mgd Cit Fcollective trust | T Rowe Price | Pooled vehicles | $123,301 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.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 145 | $4.7M | $5.0M | 93.7% | $4.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 148 | $4.6M | $5.3M | 94.3% | $4.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 152 | $5.5M | $5.4M | 91.2% | $4.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal/ab Large Cap Growth Cit Sched. D C $122,376 PY2024
- Principal/trp Inst Lcg Mgd Cit N Sched. D C $123,301 PY2024
- Principal/blackrock S&p 500 Index Sched. D C $396,809 PY2024
+31 more service providers
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Provenance
The Restated Noncontributory Retirement Plan for Cooperatives sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-03-31source
- Holding in a pooled vehicle ended2024-03-31source
- Funded status changed2023-04-01source
+1 more change 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
+7 connections on the graph
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