This allocator's name and 3 more advisers

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· Fort Wayne, Indiana

Corporate pension, based in Fort Wayne, Indiana, for 2,128 participants.

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

Funded ratio
89.6%
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: 16 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
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 16, 2025 reported
Funded
89.6%
Jan 1, 2025
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)
  • U.S. Government securities 11.0%
  • Common/collective trusts 0.5%
  • Registered investment companies 88.5%
Consultants and advisers
6 firms

+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
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
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal US Propertiescollective trustPrincipal Spectrum Asset ManagementPooled vehicles$547,305 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal US Propertiescollective trustPrincipal Spectrum Asset ManagementPooled vehicles$710,252 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal US Propertiescollective trustPrincipal Spectrum Asset ManagementPooled vehicles$34,256 heldDisclosed holdingaskebsa.dol.gov
Size and funding
40 readings
Total assets
$0 Dec 16, 2025 reported Form 5500
$101M (2024-12) · $107M (2023-12) · $109M (2022-12)
Plan assets
$101M Jan 1, 2025 reported Form 5500
$107M (2024-01) · $109M (2023-01) · $139M (2022-01)
Net assets
$0 Dec 16, 2025 reported Form 5500
$101M (2024-12) · $107M (2023-12) · $109M (2022-12)
Funded ratio
89.6% Jan 1, 2025 reported Form 5500
96.8% (2024-01) · 96.1% (2023-01) · 109.8% (2022-01)
Funding target
$93.8M Jan 1, 2025 reported Form 5500
$100M (2024-01) · $106M (2023-01) · $108M (2022-01)
Discount rate
5.25% Jan 1, 2025 reported Form 5500
5.11% (2024-01) · 5.07% (2023-01) · 5.31% (2022-01)
Participants
2,128 Jan 1, 2025 reported Form 5500
2,224 (2024-01) · 2,286 (2023-01) · 2,381 (2022-01)
Benefits paid
$93.8M Dec 16, 2025 reported Form 5500
$9.3M (2024-12) · $8.4M (2023-12) · $9.2M (2022-12)
Net investment income
-$91.2M Dec 16, 2025 reported Form 5500
-$6.4M (2024-12) · -$1.7M (2023-12) · -$30.3M (2022-12)
Investment management fees
$348,232 Dec 16, 2025 reported Form 5500
$210,616 (2024-12) · $303,020 (2023-12) · $269,363 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 16, 20252,128$101M$93.8M89.6%$0Not disclosedNot disclosedNot disclosed
2024 to Dec 31, 20242,224$107M$100M96.8%$101MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,286$109M$106M96.1%$107MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,381$139M$108M109.8%$109MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+24 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: assets.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2025-01-01source
  • Total assets changed
    2025-12-16source

+1 more change 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

+8 connections on the graph

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

Ask DFX