This allocator's name

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 Indiana

Corporate pension· Jeffersonville, Indiana

Corporate pension, based in Jeffersonville, Indiana, reporting $171M in assets, for 2,313 participants.

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

Assets
$171M
Funded ratio
91.2%
Fund commitments
1
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (1)Allocation policyManagers
As of · 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 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Indiana
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$171M
Total assets, Dec 31, 2024 reported
Funded
91.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.1%
  • Other investments 11.2%
  • Common/collective trusts 4.9%
  • Registered investment companies 57.5%
  • Common stock 25.5%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Allspring St Investment Fund S1collective trustAllspringPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Allspring St Investment Fund S1collective trustAllspringPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring St Investment Fund S1collective trustAllspringPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$171M Dec 31, 2024 reported Form 5500
$158M (2023-12) · $183M (2022-12)
Plan assets
$158M Jan 1, 2024 reported Form 5500
$183M (2023-01) · $224M (2022-01)
Net assets
$171M Dec 31, 2024 reported Form 5500
$158M (2023-12) · $183M (2022-12)
Funded ratio
91.2% Jan 1, 2024 reported Form 5500
92.4% (2023-01) · 94.3% (2022-01)
Funding target
$177M Jan 1, 2024 reported Form 5500
$217M (2023-01) · $216M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.43% (2022-01)
Participants
2,313 Jan 1, 2024 reported Form 5500
3,695 (2023-01) · 3,765 (2022-01)
Contributions
$3.7M Dec 31, 2024 reported Form 5500
$3.7M (2023-12) · $0 (2022-12)
Benefits paid
$10.2M Dec 31, 2024 reported Form 5500
$49.0M (2023-12) · $13.9M (2022-12)
Net investment income
$12.5M Dec 31, 2024 reported Form 5500
-$25.3M (2023-12) · -$40.1M (2022-12)
Investment management fees
$684,687 Dec 31, 2024 reported Form 5500
$771,624 (2023-12) · $642,347 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,313$158M$177M91.2%$171MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20233,695$183M$217M92.4%$158MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20223,765$224M$216M94.3%$183MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 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 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.

Checking your plan…

Record history

3 dated events on the change ledger, latest first
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2024-01-01source
  • Total assets changed
    2023-12-31source

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

+8 connections on the graph

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

Ask DFX