This allocator's name and 24 more commitments

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Corporate pension in Indiana

Corporate pension· Winchester, Indiana

Corporate pension, based in Winchester, Indiana, reporting $8.0M in assets, for 154 participants.

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

Assets
$8.0M
Funded ratio
109.7%
Fund commitments
10
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Commitments (10)Allocation policy
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: 31 Jul 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
All 10
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$8.0M
Total assets, Jul 31, 2025 reported
Funded
109.7%
Aug 1, 2024
Private markets target
no policy read
policy Jul 31, 2025
Commitments
10
none on the tape
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.8%
  • Registered investment companies 0.2%
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
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
27 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2025Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$299,802 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$357,982 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$736,589 heldDisclosed holdingaskebsa.dol.gov

+24 more commitments

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

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

Size and funding
30 readings
Total assets
$8.0M Jul 31, 2025 reported Form 5500
$7.7M (2024-07) · $7.4M (2023-07)
Plan assets
$7.7M Aug 1, 2024 reported Form 5500
$7.4M (2023-08) · $7.4M (2022-08)
Net assets
$8.0M Jul 31, 2025 reported Form 5500
$7.7M (2024-07) · $7.4M (2023-07)
Funded ratio
109.7% Aug 1, 2024 reported Form 5500
97.7% (2023-08) · 95.1% (2022-08)
Funding target
$7.0M Aug 1, 2024 reported Form 5500
$7.6M (2023-08) · $7.8M (2022-08)
Discount rate
5.18% Aug 1, 2024 reported Form 5500
5.09% (2023-08) · 5.25% (2022-08)
Participants
154 Aug 1, 2024 reported Form 5500
159 (2023-08) · 161 (2022-08)
Contributions
$0 Jul 31, 2025 reported Form 5500
$22,328 (2024-07) · $125,090 (2023-07)
Benefits paid
$687,163 Jul 31, 2025 reported Form 5500
$707,842 (2024-07) · $742,673 (2023-07)
Net investment income
$248,606 Jul 31, 2025 reported Form 5500
$315,868 (2024-07) · -$21,160 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 2025154$7.7M$7.0M109.7%$8.0MNot disclosedNot disclosedNot disclosed
2023 to Jul 31, 2024159$7.4M$7.6M97.7%$7.7MNot disclosedNot disclosedNot disclosed
2022 to Jul 31, 2023161$7.4M$7.8M95.1%$7.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $82,564 PY2024
  • Wilshire Advisors LLC codes 27 72 PY2024
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $357,982 PY2024

+35 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.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths 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

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-07-31source
  • Holding in a pooled vehicle ended
    2025-07-31source
  • Funded status changed
    2023-08-01source

+2 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

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