Meredith Employees Retirement Income Plan
Corporate pension, based in DES Moines, Iowa, for 1,232 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Capital Stratagies Invt Group LLC appears on Meredith Employees Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 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 $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z2 commitments
- Principal2 commitments
Relationship network
13 connected entities2 observed commitments2 repeat counterpartiescommitments 2022 to 2023
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Pooled separate accounts 0.9%
- Registered investment companies 98.7%
Consultants and advisers
- 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
+2 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 $199/month unless canceled.
People
Manager roster
- Principal2 rows, latest Dec 31, 2023
What changed
- 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)
Commitments
| 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
Form 5500 filings
| 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 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,633 | Not disclosed | Not disclosed | n/a | $62.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,716 | $151M | $111M | 111.0% | $78.2M | Not disclosed | Not disclosed | Not disclosed |
- 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
+14 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: assets.
Meredith Employees Retirement Income Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Total assets changed2023-12-31source on record
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.