This allocator's name and 1 more commitment

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Corporate pension in Colorado

Corporate pension· Lone Tree, Colorado

Corporate pension, based in Lone Tree, Colorado, reporting $75.1M in assets, for 1,111 participants.

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

Assets
$75.1M
Funded ratio
110.7%
Fund commitments
2
Managers
1
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Commitments (2)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: 31 Dec 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Colorado
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$75.1M
Total assets, Dec 31, 2024 reported
Funded
110.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
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)
  • Corporate debt instruments (other) 40.9%
  • Corporate debt instruments (preferred) 13.9%
  • U.S. Government securities 38.0%
  • Insurance company general account 2.5%
  • Other investments 0.1%
  • Registered investment companies 3.1%
Consultants and advisers
2 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)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Intl Bld II Fd (mngd by Mfs)separate accountPrudential Retirement Ins.Pooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pgim Quant Sol US Brd Mkt Idxseparate accountPgim, Inc.Pooled vehicles$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Quant Sol US Brd Mkt Idxseparate accountPgim, Inc.Pooled vehicles$17.9M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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

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Size and funding
32 readings
Total assets
$75.1M Dec 31, 2024 reported Form 5500
$139M (2023-12) · $147M (2022-12)
Plan assets
$139M Jan 1, 2024 reported Form 5500
$147M (2023-01) · $202M (2022-01)
Net assets
$75.1M Dec 31, 2024 reported Form 5500
$139M (2023-12) · $147M (2022-12)
Funded ratio
110.7% Jan 1, 2024 reported Form 5500
104.8% (2023-01) · 127.9% (2022-01)
Funding target
$138M Jan 1, 2024 reported Form 5500
$154M (2023-01) · $150M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.39% (2022-01)
Participants
1,111 Jan 1, 2024 reported Form 5500
1,370 (2023-01) · 1,335 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$64.0M Dec 31, 2024 reported Form 5500
$20.6M (2023-12) · $10.7M (2022-12)
Net investment income
-$63.6M Dec 31, 2024 reported Form 5500
-$8.5M (2023-12) · -$54.8M (2022-12)
Investment management fees
$241,483 Dec 31, 2024 reported Form 5500
$1.2M (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,111$139M$138M110.7%$75.1MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,370$147M$154M104.8%$139MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,335$202M$150M127.9%$147MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 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.
Capital chain

This record sits on 5 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrowerConsultant to allocator to manager

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

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+1 more change 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

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+5 connections on the graph

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