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
Meredith Employees Retirement Income Plan
Corporate pensionDES Moines, IA
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
111.0%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Meredith Operations Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 0.9%
- Registered investment companies 98.7%
Consultants and advisers
5 firms
- Capital Stratagies Invt Group LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- State Street Investment adviser (plan)through Dec 31, 2023 Form 5500
- State Street Bank & Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Towers Watson Delaware Inc Actuarythrough Dec 31, 2022 Form 5500
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
- Principal2 rows, latest Dec 31, 2023
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $538,007 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,232 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,633 | n/a | n/a | n/a | $62.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,716 | $151M | $111M | 111.0% | $78.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US codes 11 50 $686,303 PY2024
- Ernst & Young US LLP codes 10 50 $160,000 PY2024
- Winston & Strawn LLP codes 29 50 $144,363 PY2024
- Capital Stratagies Invt Group LLC codes 27 50 $76,875 PY2024
- Principal Life Insurance Company codes 13 50 64 $71,900 PY2024
- State Street codes 27 50 $13,258 PY2024
- Prin Liquid Assets Sep Acct-I3 Sched. D P PY2024
- Meredith Operations Corp codes 13 50 $387,503 PY2023
- Willis Towers Watson US codes 11 50 $51,993 PY2023
- Principal Life Insurance Company codes 13 50 64 $23,949 PY2023
- State Street codes 27 50 $13,277 PY2023
- Prin Liquid Assets Sep Acct-I3 Sched. D P $538,007 PY2023
- Towers Watson Delaware Inc codes 11 50 $407,556 PY2022
- Principal Life Insurance Company codes 13 50 64 $46,950 PY2022
- State Street Global Advisors codes 27 50 $16,618 PY2022
- Prin Liquid Assets Sep Acct-I3 Sched. D P $1.1M PY2022
- Towers Watson Delaware, Inc codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceCapital Stratagies Invt Group LLC appears on Meredith Employees Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Capital Stratagies Invt Group LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedMeredith Employees Retirement Income Plan total assets $62M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedMeredith Employees Retirement Income Plan total assets $78M -> $62M (-20.7%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 871159683-005
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.