DFX Intelligence

This allocator's name, 1 more adviser, 3 more commitments and 10 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· Indianapolis, Indiana

Corporate pension, based in Indianapolis, Indiana, reporting $14.9M in assets, for 230 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: $14.9M
Funded ratio: 138.3%
Fund commitments: 5

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

Commitments (5)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, 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

Separate Account II2 commitments
Prin Real Estate Secs Sa-Z1 commitment
Prin Core Fix Inc Sep Acct-Z1 commitment

All 5

Managers

Principal4 commitments
American United Life Insurance Co.2 commitments

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

Corporate pension

Assets

$14.9M

Total assets, Dec 31, 2025 reported

Funded

138.3%

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)

Registered investment companies 93.3%

Consultants and advisers

4 firms

Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
Mccready and Keene, Inc. Actuarythrough Dec 31, 2025 Form 5500
October Three Consulting LLC Actuarythrough Dec 31, 2025 Form 5500

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

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

People

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

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Principal4 rows, latest Dec 31, 2022
American United Life Insurance Co.2 rows, latest Dec 31, 2025

What changed

15 events

Dec 31, 2025Assets changed
$1.4Maskebsa.dol.gov
Jan 1, 2025Funded status changed
26 pointsaskebsa.dol.gov
Jan 1, 2025Assets changed
$2.7Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Principal$367Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Principal$174Kaskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	Separate Account IIseparate account	American United Life Insurance Co.	Pooled vehicles	$13.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Separate Account IIseparate account	American United Life Insurance Co.	Pooled vehicles	$12.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Real Estate Secs Sa-Zseparate account	Principal	Real estate	$781,655 held	Disclosed holding	askebsa.dol.gov

+3 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

40 readings

Total assets

$14.9M Dec 31, 2025 reported Form 5500

$13.4M (2024-12) · $10.7M (2023-12) · $7.8M (2022-12)

Plan assets

$13.4M Jan 1, 2025 reported Form 5500

$10.7M (2024-01) · $7.8M (2023-01) · $11.7M (2022-01)

Net assets

$14.9M Dec 31, 2025 reported Form 5500

$13.4M (2024-12) · $10.7M (2023-12) · $7.8M (2022-12)

Funded ratio

138.3% Jan 1, 2025 reported Form 5500

112.5% (2024-01) · 93.7% (2023-01) · 120.4% (2022-01)

Funding target

$9.0M Jan 1, 2025 reported Form 5500

$8.8M (2024-01) · $7.6M (2023-01) · $9.0M (2022-01)

Discount rate

5.37% Jan 1, 2025 reported Form 5500

5.21% (2024-01) · 5.35% (2023-01) · 5.47% (2022-01)

Participants

230 Jan 1, 2025 reported Form 5500

225 (2024-01) · 204 (2023-01) · 212 (2022-01)

Contributions

$1.0M Dec 31, 2025 reported Form 5500

$2.0M (2024-12) · $2.0M (2023-12) · $1.0M (2022-12)

Benefits paid

$1.3M Dec 31, 2025 reported Form 5500

$322,637 (2024-12) · $233,961 (2023-12) · $3.2M (2022-12)

Net investment income

$1.4M Dec 31, 2025 reported Form 5500

$2.7M (2024-12) · $2.9M (2023-12) · -$3.9M (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	230	$13.4M	$9.0M	138.3%	$14.9M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	225	$10.7M	$8.8M	112.5%	$13.4M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	204	$7.8M	$7.6M	93.7%	$10.7M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	212	$11.7M	$9.0M	120.4%	$7.8M	Not disclosed	Not disclosed	Not disclosed

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

Mccready and Keene Inc. codes 11 15 50 64 $60,500 PY2025
American United Life Insurance Co. codes 15 38 64 66 67 PY2025
Separate Account II Sched. D P $13.9M PY2025

+18 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 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

15 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+12 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

+5 connections on the graph

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