DFX Intelligence

This allocator's name, 50 more commitments and 21 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Indiana

Corporate pension· Newburgh, Indiana

Corporate pension, based in Newburgh, Indiana, reporting $24.5M in assets, for 778 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $24.5M
Funded ratio: 58.7%
Fund commitments: 20

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

Commitments (20)Allocation policy

As of 2025-12-31 · 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: 31 Dec 2025, Holding started.

Capital path

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

Corporate pension in Indiana

Funds committed to

Principal U.S. Property Sa-Z4 commitments
Prin Diversified Intl Sa-Z4 commitments
Prin Lgcp S&p 500 Index Sa-Z4 commitments

All 20

Managers

Principal53 commitments

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

Corporate pension

Assets

$24.5M

Total assets, Dec 31, 2025 reported

Funded

58.7%

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)

Pooled separate accounts 100.0%

Consultants and advisers

3 firms

Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
Independent Actuaries, Inc. Actuarythrough Dec 31, 2025 Form 5500
Principal Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Principal53 rows, latest Dec 31, 2025

What changed

26 events

Dec 31, 2025Holding started
with Principal$1.1Maskebsa.dol.gov
Dec 31, 2025Holding endedinference
with Principal$1.3Maskebsa.dol.gov
Dec 31, 2025Holding started
with Principal$7.9Maskebsa.dol.gov
Dec 31, 2025Holding started
with Principal$840Kaskebsa.dol.gov
Dec 31, 2025Holding endedinference
with Principal$1.3Maskebsa.dol.gov

+21 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

53 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$6.3M held	Disclosed holding	askebsa.dol.gov

+50 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

44 readings

Total assets

$24.5M Dec 31, 2025 reported Form 5500

$17.1M (2024-12) · $12.5M (2023-12) · $8.2M (2022-12)

Plan assets

$17.1M Jan 1, 2025 reported Form 5500

$12.5M (2024-01) · $8.2M (2023-01) · $6.0M (2022-01)

Net assets

$24.5M Dec 31, 2025 reported Form 5500

$17.1M (2024-12) · $12.5M (2023-12) · $8.0M (2022-12)

Funded ratio

58.7% Jan 1, 2025 reported Form 5500

69.4% (2024-01) · 72.1% (2023-01) · 80.1% (2022-01)

Funding target

$31.2M Jan 1, 2025 reported Form 5500

$19.1M (2024-01) · $11.4M (2023-01) · $8.3M (2022-01)

Discount rate

5.39% Jan 1, 2025 reported Form 5500

5.30% (2024-01) · 5.40% (2023-01) · 5.57% (2022-01)

Participants

778 Jan 1, 2025 reported Form 5500

781 (2024-01) · 780 (2023-01) · 799 (2022-01)

Contributions

$6.2M Dec 31, 2025 reported Form 5500

$4.5M (2024-12) · $3.9M (2023-12) · $3.9M (2022-12)

Benefits paid

$573,288 Dec 31, 2025 reported Form 5500

$474,088 (2024-12) · $151,397 (2023-12) · $73,990 (2022-12)

Net investment income

$7.4M Dec 31, 2025 reported Form 5500

$4.6M (2024-12) · $4.5M (2023-12) · $2.0M (2022-12)

Investment management fees

$0 Dec 31, 2025 reported Form 5500

$0 (2024-12) · $7,516 (2023-12) · $19,818 (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
2025 to Dec 31, 2025	778	$17.1M	$31.2M	58.7%	$24.5M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	781	$12.5M	$19.1M	69.4%	$17.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	780	$8.2M	$11.4M	72.1%	$12.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	799	$6.0M	$8.3M	80.1%	$8.2M	Not disclosed	Not disclosed	Not disclosed

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

Alight Solutions, LLC codes 13 14 38 50 $156,866 PY2025
Principal Life Insurance Company codes 13 50 64 $26,021 PY2025
Independent Actuaries, Inc. codes 11 $20,050 PY2025

+82 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: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

26 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2025-12-31source
Holding in a pooled vehicle ended
2025-12-31source

+23 more changes 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

+4 connections on the graph

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