DFX Intelligence

This allocator's name, 3 more advisers, 1 more manager and 15 more commitments

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 Nebraska

Corporate pension· Omaha, Nebraska

Corporate pension, based in Omaha, Nebraska, reporting $195M in assets, for 4,462 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $195M
Funded ratio: 103.8%
Fund commitments: 6
Managers: 1

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

Commitments (6)Allocation policy Managers

As of 2024-12-31 · 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 2024, Manager relationship started.

Capital path

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

Corporate pension in Nebraska

Funds committed to

Pioneer Multi Sector Fixed Income3 commitments
Emerging Markets Equity3 commitments
Aristotle Collective Investment Tru3 commitments

All 6

Managers

Aristotle3 commitments
J.P. Morgan Chase3 commitments
Ullico Investment Advisors, Inc.3 commitments

All 4

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

Corporate pension

Assets

$195M

Total assets, Dec 31, 2024 reported

Funded

103.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Interest-bearing cash 0.5%
Non-interest-bearing cash 0.5%
Other investments 0.0%
Common/collective trusts 58.4%
Pooled separate accounts 3.3%
Registered investment companies 36.7%

Consultants and advisers

6 firms

J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
Asset Consulting Group Pension consultantthrough Dec 31, 2022 Form 5500
Sei Custodianthrough Dec 31, 2022 Form 5500

+3 more consultants and advisers 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

4 managers on the commitment tape

From the plan’s own commitment disclosures

Aristotle3 rows, latest Dec 31, 2024
J.P. Morgan Chase3 rows, latest Dec 31, 2024
Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024

+1 more manager received commitments

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

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

From Schedule C (investment management, code 28)

Aristotleplan years
Allspring Global Investments LLCplan years 2022
Intech Investment Managementplan years 2022

What changed

5 events

Dec 31, 2024Manager relationship started
with J.P. Morgan Investment Managementaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 7 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with J.P. Morgan Investment Managementaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 12 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $38.9Maskebsa.dol.gov

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

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Pioneer Multi Sector Fixed Incomecollective trust	Great Gray Trust Company, LLC	Fixed income	$19.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Emerging Markets Equitycollective trust	Wells Fargo	Public equity	$11.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Aristotle Collective Investment Trucollective trust	Aristotle	Pooled vehicles	$8.6M held	Disclosed holding	askebsa.dol.gov

+15 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

33 readings

Total assets

$195M Dec 31, 2024 reported Form 5500

$184M (2023-12) · $175M (2022-12)

Plan assets

$183M Jan 1, 2024 reported Form 5500

$175M (2023-01) · $214M (2022-01)

Net assets

$195M Dec 31, 2024 reported Form 5500

$184M (2023-12) · $175M (2022-12)

Funded ratio

103.8% Jan 1, 2024 reported Form 5500

110.7% (2023-01) · 122.7% (2022-01)

Funding target

$171M Jan 1, 2024 reported Form 5500

$174M (2023-01) · $170M (2022-01)

Discount rate

5.21% Jan 1, 2024 reported Form 5500

5.27% (2023-01) · 5.43% (2022-01)

Participants

4,462 Jan 1, 2024 reported Form 5500

4,454 (2023-01) · 4,543 (2022-01)

Contributions

$1.7M Dec 31, 2024 reported Form 5500

$1.6M (2023-12) · $1.4M (2022-12)

Benefits paid

$10.1M Dec 31, 2024 reported Form 5500

$9.7M (2023-12) · $9.6M (2022-12)

Net investment income

$11.0M Dec 31, 2024 reported Form 5500

$8.9M (2023-12) · -$38.9M (2022-12)

Investment management fees

$533,878 Dec 31, 2024 reported Form 5500

$447,013 (2023-12) · $726,741 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	4,462	$183M	$171M	103.8%	$195M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	4,454	$175M	$174M	110.7%	$184M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,543	$214M	$170M	122.7%	$175M	Not disclosed	Not disclosed	Not disclosed

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

JP Morgan Investment Management Inc codes 27 28 50 51 $128,597 PY2024
Asset Consulting Group, LLC codes 17 50 51 70 $123,648 PY2024
Wells Capital Management Inc. codes 28 51 68 71 99 $102,694 PY2024

+51 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 8 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 8 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

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+2 more changes on this record's ledger

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

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

+10 connections on the graph

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