DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Farm Bureau Retirement Plan

Corporate pensionWest Des Moines, IA
Assets
$49.6M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Iowa Farm Bureau Federation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 40.0%
  • Pooled separate accounts 22.5%
  • Registered investment companies 37.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$31,874 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$28,148 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$40,105 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$3.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$49.6M Dec 31, 2024 reported Form 5500
$47.9M (2023-12) · $42.7M (2022-12)
Plan assets
$47.9M Jan 1, 2024 reported Form 5500
$42.7M (2023-01) · $52.8M (2022-01)
Net assets
$49.6M Dec 31, 2024 reported Form 5500
$47.9M (2023-12) · $42.7M (2022-12)
Funded ratio
100.0% Jan 1, 2024 reported Form 5500
107.6% (2023-01) · 104.6% (2022-01)
Funding target
$31.1M Jan 1, 2024 reported Form 5500
$28.2M (2023-01) · $30.8M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.37% (2022-01)
Participants
179 Jan 1, 2024 reported Form 5500
164 (2023-01) · 171 (2022-01)
Contributions
$1.9M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $2.2M (2022-12)
Benefits paid
$4.0M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $7.6M (2022-12)
Net investment income
$1.7M Dec 31, 2024 reported Form 5500
$5.2M (2023-12) · $-10.0M (2022-12)
Investment management fees
$18,000 Dec 31, 2024 reported Form 5500
$15,450 (2023-12) · $9,031 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024179$47.9M$31.1M100.0%$49.6Mn/an/an/a
2023 to Dec 31, 2023164$42.7M$28.2M107.6%$47.9Mn/an/an/a
2022 to Dec 31, 2022171$52.8M$30.8M104.6%$42.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 15 50 64 $34,265 PY2024
  • Capfinancial Partners LLP codes 27 50 99 $18,000 PY2024
  • Lutz and Company P.C. codes 10 50 $17,000 PY2024
  • Principal U.S. Property Sa-Z Sched. D P $2.0M PY2024
  • Prin Equity Income Sa-Z Sched. D P $3.4M PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $31,874 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.1M PY2024
  • Prin High Income Sep Acct-Z Sched. D P $1.5M PY2024
  • Principal Financial Group codes 11 PY2024
  • Ernst & Young codes 10 50 $34,495 PY2023
  • Capfinancial Partners LLP codes 27 99 $15,450 PY2023
  • Principal Life Insurance Company codes 13 15 50 64 $11,301 PY2023
  • Prin Liquid Assets Sep Acct-I2 Sched. D P $28,148 PY2023
  • Prin U.S. Property Sep Acct-R6 Sched. D P $2.1M PY2023
  • Prin Lgcap S&p 500 Index Sa-I4 Sched. D P $4.0M PY2023
  • Prin High Income Sep Acct-I2 Sched. D P $1.5M PY2023
  • Prin Equity Income Sa-I3 Sched. D P $3.5M PY2023
  • Principal Financial Group codes 11 PY2023
  • Ernst & Young codes 10 50 $16,495 PY2022
  • Principal Life Insurance Company codes 13 15 50 64 $15,728 PY2022
  • Capfinancial Partners LLC codes 27 99 $9,032 PY2022
  • Prin High Income Sep Acct-I2 Sched. D P $1.4M PY2022
  • Prin Liquid Assets Sep Acct-I2 Sched. D P $40,105 PY2022
  • Prin Equity Income Sa-I3 Sched. D P $3.3M PY2022
  • Prin U.S. Property Sep Acct-R6 Sched. D P $2.3M PY2022
  • Prin Lgcap S&p 500 Index Sa-I4 Sched. D P $3.6M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
5 events
  • Jan 1, 2024Funded status changed
    Farm Bureau Retirement Plan funded ratio 107.6% -> 100.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Farm Bureau Retirement Plan plan assets $43M -> $48M (+12.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Farm Bureau Retirement Plan total assets $43M -> $48M (+12.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Farm Bureau Retirement Plan funded ratio 104.6% -> 107.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Farm Bureau Retirement Plan plan assets $53M -> $43M (-19.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420331840-005
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.