This allocator's name, 2 more advisers, 2 more managers, 10 more commitments and 3 more dated events
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Corporate pension in Minnesota
Corporate pension, based in ST. Paul, Minnesota, reporting $232M in assets, for 4,415 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $232M
- Funded ratio
- 96.3%
- Fund commitments
- 5
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Strategic Property Fund3 commitments
- Privest Account3 commitments
- Jpmcb Global Emerging Markets - Opp3 commitments
- J.P. Morgan Chase3 commitments
- Prudential Insurance Company of Ame3 commitments
- JP Morgan Chase3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.5%
- Other investments 23.9%
- Partnership/joint venture interests 8.5%
- Common/collective trusts 37.0%
- Pooled separate accounts 7.7%
- Registered investment companies 16.2%
- Common stock 4.6%
- RV Kuhns & Associates General consultantTrusteethrough Dec 31, 2023 Form 5500
- Principal Trusteethrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- JP Morgan Chase3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Allspringplan years
- Mercer Investments LLCplan years 2024
+7 more Schedule C managers
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- Dec 31, 2024Manager relationship startedwith Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith JPM Global Emerging Marketsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Intech Investment Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 7 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
+3 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Privest Accountseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Global Emerging Markets - Oppcollective trust | JP Morgan Chase | Public equity | $8.0M held | Disclosed holding | askebsa.dol.gov |
+10 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 Dec 31, 2024 | 4,415 | $221M | $183M | 96.3% | $232M | $19.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,326 | $203M | $176M | 102.9% | $221M | $18.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,409 | $250M | $176M | 110.1% | $204M | $47.9M | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 50 $584,546 PY2024
- J.P. Morgan Asset Management codes 28 50 51 $152,720 PY2024
- LSV Asset Management codes 28 50 51 $137,984 PY2024
+54 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2023-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+5 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
+17 connections on the graph
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