This allocator's name and 3 more commitments

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Corporate pension in Minnesota

Corporate pension· Mankato, Minnesota

Corporate pension, based in Mankato, Minnesota, reporting $17.8M in assets, for 370 participants.

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

Assets
$17.8M
Funded ratio
93.9%
Fund commitments
2
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Commitments (2)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: 1 May 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Minnesota
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$17.8M
Total assets, Apr 30, 2025 reported
Funded
93.9%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
2
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 1.8%
  • Registered investment companies 98.2%
Consultants and advisers
1 firm
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
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$236,759 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Prin Real Estate Secs Sa-Zseparate accountPrincipalReal estate$80,462 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$299,450 heldDisclosed holdingaskebsa.dol.gov

+3 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
$17.8M Apr 30, 2025 reported Form 5500
$17.5M (2024-04) · $18.4M (2023-04)
Plan assets
$17.5M May 1, 2024 reported Form 5500
$18.4M (2023-05) · $19.2M (2022-05)
Net assets
$17.8M Apr 30, 2025 reported Form 5500
$17.5M (2024-04) · $18.4M (2023-04)
Funded ratio
93.9% May 1, 2024 reported Form 5500
103.3% (2023-05) · 103.6% (2022-05)
Funding target
$18.1M May 1, 2024 reported Form 5500
$17.8M (2023-05) · $17.3M (2022-05)
Discount rate
5.16% May 1, 2024 reported Form 5500
5.25% (2023-05) · 5.42% (2022-05)
Participants
370 May 1, 2024 reported Form 5500
379 (2023-05) · 244 (2022-05)
Contributions
$0 Apr 30, 2025 reported Form 5500
$0 (2024-04) · $0 (2023-04)
Benefits paid
$938,330 Apr 30, 2025 reported Form 5500
$868,735 (2024-04) · $815,181 (2023-04)
Net investment income
$288,437 Apr 30, 2025 reported Form 5500
-$916,509 (2024-04) · -$806,314 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025370$17.5M$18.1M93.9%$17.8MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024379$18.4M$17.8M103.3%$17.5MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023244$19.2M$17.3M103.6%$18.4MNot 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 $72,840 PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $236,759 PY2024
  • Prin Real Estate Secs Sa-Z Sched. D P $80,462 PY2024

+9 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.

Record history

1 dated event on the change ledger, latest first
  • Funded status changed
    2024-05-01source

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

+2 connections on the graph

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