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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Corporate pension

E•••••••• M••••• C••••••• C•••••• R••••••••• P•••

Corporate pensionDES Moines, IA
Assets
$362M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
51
none on the tape
Plan sponsor: E•••••••• M••••• C••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 1.9%
  • Pooled separate accounts 98.1%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
Commitments
51 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024D••••• S•• 5•• I••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$75.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L•••• C•• V•••••••• A•••• M•••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L•••• C•• V•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••••• • M•• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M•• C•• G••••• I• ••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M•• C•• V••••••••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S•••• C•• V••••••••• C••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L•••• C•• G••••• I•• F•separate accountP••••••••• R••••••••• • A•••••• I••Public equity$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I••••••••• B•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I••••••••• G•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I••• B•• I• F• •••• b• M•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$25.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024C••• P••• B••• • P••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$32.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• S•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Cash$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P•••••••• C••• P••• B••• S•separate accountP••••••••Fixed income$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024C••• P••• B••• • R•••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$31.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S•••• C•• G•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023D••••• S•• 5•• I••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$69.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L•••• C•• V•••••••• A•••• M•••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$16.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L•••• C•• V•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••••••• • M•• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M•• C•• G••••• I• ••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M•• C•• V••••••••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S•• I• ••••••• b• B•••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S•••• C•• V••••••••• C••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L•••• C•• G••••• I•• F•separate accountP••••••••• R••••••••• • A•••••• I••Public equity$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I••••••••• B•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I••••••••• G•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I••• B•• I• F• •••• b• M•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$27.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023C••• P••• B••• • P••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$29.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023C••• P••• B••• I• •••• A••••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• S•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Cash$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P•••••••• C••• P••• B••• S•separate accountP••••••••Fixed income$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022D••••• S•• 5•• I••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$62.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L•••• C•• V•••••••• A•••• M•••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$14.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L•••• C•• V•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••••••• • M•• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M•• C•• G••••• I• ••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M•• C•• V••••••••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•• I• ••••••• b• B•••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S•••• C•• V••••••••• C••••separate accountP••••••••• R••••••••• • A•••••• I••Public equity$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L•••• C•• G••••• I•• F•separate accountP••••••••• R••••••••• • A•••••• I••Public equity$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I••••••••• B•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$27.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I••••••••• G•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I••• B•• I• F• •••• b• M•••separate accountP••••••••• R••••••••• • A•••••• I••Pooled vehicles$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C••• P••• B••• • P••• F•••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C••• P••• B••• I• •••• A••••separate accountP••••••••• R••••••••• • A•••••• I••Fixed income$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• S•••••••••separate accountP••••••••• R••••••••• • A•••••• I••Cash$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P•••••••• C••• P••• B••• S•separate accountP••••••••Fixed income$5.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$362M Dec 31, 2024 reported Form 5500
$347M (2023-12) · $321M (2022-12)
Plan assets
$353M Jan 1, 2024 reported Form 5500
$327M (2023-01) · $430M (2022-01)
Net assets
$362M Dec 31, 2024 reported Form 5500
$347M (2023-12) · $321M (2022-12)
Funded ratio
106.0% Jan 1, 2024 reported Form 5500
105.0% (2023-01) · 111.4% (2022-01)
Funding target
$252M Jan 1, 2024 reported Form 5500
$244M (2023-01) · $248M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.39% (2022-01)
Participants
3,119 Jan 1, 2024 reported Form 5500
3,035 (2023-01) · 3,137 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$21.9M Dec 31, 2024 reported Form 5500
$19.5M (2023-12) · $34.1M (2022-12)
Net investment income
$15.2M Dec 31, 2024 reported Form 5500
$25.9M (2023-12) · $-101M (2022-12)
Investment management fees
$480,159 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,119$353M$252M106.0%$362M$6.8Mn/an/a
2023 to Dec 31, 20233,035$327M$244M105.0%$347M$2.2Mn/an/a
2022 to Dec 31, 20223,137$430M$248M111.4%$321M$400,000n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Prudential Life Insurance Co codes 13 $92,088 PY2024
  • Empower Annuity Insurance Company codes 13 $28,144 PY2024
  • Large Cap Value/lsv Asset Mgmt Sched. D P $16.6M PY2024
  • Large Cap Value/wellington Sched. D P $16.5M PY2024
  • Large Cap Growth/mfs Fund Sched. D P $12.4M PY2024
  • MID Cap Growth I (ivy) Sched. D P $11.4M PY2024
  • MID Cap Value/robeco Fund Sched. D P $13.8M PY2024
  • SCG I (managed by Brown) Sched. D P PY2024
  • Small Cap Value/kennedy Capit Sched. D P $18.5M PY2024
  • Dryden S&p 500 Index Sched. D P $75.6M PY2024
  • T.ROWE Price Growth Stk Stgy Sched. D P $12.8M PY2024
  • International Blend/lazard Sched. D P $26.5M PY2024
  • International Growth/artisan Sched. D P $19.9M PY2024
  • Intl Bld II Fd (mngd by Mfs) Sched. D P $25.6M PY2024
  • Core Plus Bond/pgim Fund Sched. D P $32.1M PY2024
  • Core Plus Bond (wstm Asst) Sched. D P PY2024
  • Prudential Short Term Sched. D P $5.5M PY2024
  • Prisa Sa Sched. D P $15.6M PY2024
  • Principal Core Plus Bond Sa Sched. D P $5.3M PY2024
  • Core Plus Bond/reams Fund Sched. D P $31.9M PY2024
  • Small Cap Growth/emerald Sched. D P $15.0M PY2024
  • Empower codes 11 PY2024
  • Prudential Life Insurance Co codes 13 $122,517 PY2023
  • Prudential Ret Ins & Annuity Co codes 13 $41,906 PY2023
  • Large Cap Value/wellington Sched. D P $15.9M PY2023
  • Large Cap Growth/mfs Fund Sched. D P $11.0M PY2023
  • Mid Cap Growth I (ivy) Sched. D P $11.2M PY2023
  • Mid Cap Value/robeco Fund Sched. D P $13.6M PY2023
  • Prisa Sa Sched. D P $19.0M PY2023
  • Dryden S&p 500 Index Sched. D P $69.8M PY2023
  • Large Cap Value/lsv Asset Mgmt Sched. D P $16.0M PY2023
  • Principal Core Plus Bond Sa Sched. D P $5.8M PY2023
  • SCG I (managed by Brown) Sched. D P $13.7M PY2023
  • Small Cap Value/kennedy Capit Sched. D P $18.0M PY2023
  • Large Cap Growth III Fd Sched. D P $10.5M PY2023
  • International Blend/lazard Sched. D P $26.9M PY2023
  • International Growth/artisan Sched. D P $20.7M PY2023
  • Intl Bld II Fd (mngd by Mfs) Sched. D P $27.6M PY2023
  • Core Plus Bond/pgim Fund Sched. D P $29.7M PY2023
  • Core Plus Bond (wstm Asst) Sched. D P $29.5M PY2023
  • Prudential Short Term Sched. D P $5.5M PY2023
  • Empower codes 11 PY2023
  • Prudential Life Insurance Co codes 13 $134,011 PY2022
  • Prudential Ret Ins & Annuity Co codes 13 $31,876 PY2022
  • Large Cap Value/lsv Asset Mgmt Sched. D P $14.8M PY2022
  • Large Cap Value/wellington Sched. D P $14.9M PY2022
  • Large Cap Growth/mfs Fund Sched. D P $9.2M PY2022
  • Mid Cap Growth I (ivy) Sched. D P $9.3M PY2022
  • Mid Cap Value/robeco Fund Sched. D P $13.2M PY2022
  • SCG I (managed by Brown) Sched. D P $12.9M PY2022
  • Small Cap Value/kennedy Capit Sched. D P $16.7M PY2022
  • T Rowe Price Growth Stk Stgy Sched. D P $7.8M PY2022
  • International Blend/lazard Sched. D P $27.3M PY2022
  • International Growth/artisan Sched. D P $20.1M PY2022
  • Intl Bld II Fd (mngd by Mfs) Sched. D P $25.9M PY2022
  • Core Plus Bond/pgim Fund Sched. D P $26.5M PY2022
  • Core Plus Bond (wstm Asst) Sched. D P $26.9M PY2022
  • Prudential Short Term Sched. D P $2.5M PY2022
  • Prisa Sa Sched. D P $24.8M PY2022
  • Principal Core Plus Bond Sa Sched. D P $5.4M PY2022
  • Dryden S&p 500 Index Sched. D P $62.3M PY2022
  • Empower codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Holding started
    Employers Mutual Casualty Company Retirement Plan first reports an interest in Small Cap Growth/emerald (Prudential Retirement & Annuity Ins): $15M at 2024-12-31
    with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Employers Mutual Casualty Company Retirement Plan no longer reports SCG I (managed by Brown) (Prudential Retirement & Annuity Ins) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)
    with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Employers Mutual Casualty Company Retirement Plan no longer reports Core Plus Bond I (wstm Asst) (Prudential Retirement & Annuity Ins) (last held $30M at 2023-12-31; absent from the 2024-12-31 filing)
    with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
  • Dec 31, 2024Holding started
    Employers Mutual Casualty Company Retirement Plan first reports an interest in Core Plus Bond / Reams Fund (Prudential Retirement & Annuity Ins): $32M at 2024-12-31
    with P••••••••• R••••••••• • A•••••• I••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Employers Mutual Casualty Company Retirement Plan funded ratio 111.4% -> 105.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Employers Mutual Casualty Company Retirement Plan plan assets $430M -> $327M (-23.8%, 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 420234980-001
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.