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.
Taft-Hartley plan
DES Moines Iron Workers Pension Trust
Taft-Hartley planDES Moines, IA
Assets
$82.3M
Total assets, Nov 30, 2025 reported
Funded
103.7%
Dec 1, 2024
Private markets target
n/a
policy Nov 30, 2025
Commitments
0
none on the tape
Plan sponsor: DES Moines Iron Workers Pension Trust Board of Trustees
Allocation policy
Form 5500, as of Nov 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Partnership/joint venture interests 3.9%
- Registered investment companies 94.3%
Consultants and advisers
4 firms
- Fiducient Advisors LLC Investment adviser (plan)through Nov 30, 2023 Form 5500
- Community State Bank Custodianthrough Nov 30, 2024 Form 5500
- Segal Actuarythrough Nov 30, 2023 Form 5500
- Cedar Rapids Bank & Trust Custodianthrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$55,460 (2024-11) · $83,189 (2023-11)
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 Nov 30, 2025 | 616 | n/a | n/a | n/a | $82.3M | $3.2M | n/a | n/a |
| 2023 to Nov 30, 2024 | 625 | n/a | n/a | n/a | $75.1M | $3.1M | n/a | n/a |
| 2022 to Nov 30, 2023 | 632 | n/a | n/a | n/a | $65.4M | $3.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Company codes 11 $150,974 PY2024
- Fiducient Advisors LLC codes 27 $55,460 PY2024
- Community State Bank codes 19 21 $37,879 PY2024
- Deboer & Associates, PC codes 10 $32,739 PY2024
- Melissa Bailey codes 14 $31,161 PY2024
- Blake & Uhlig, P.A. codes 29 $23,200 PY2024
- Segal codes 11 PY2024
- The Segal Company codes 11 $148,874 PY2023
- Fiducient Advisors LLC codes 27 $55,460 PY2023
- Deboer & Associates, PC codes $30,206 PY2023
- Melissa Bailey codes $29,261 PY2023
- Cedar Rapids Bank & Trust codes 19 $20,733 PY2023
- Blake & Uhlig, P.A. codes 29 $10,616 PY2023
- Community State Bank codes 19 21 $9,041 PY2023
- Segal codes 11 PY2023
- The Segal Company codes 11 $94,778 PY2022
- Fiducient Advisors LLC codes 27 $55,580 PY2022
- Deboer & Associates, PC codes 10 $27,419 PY2022
- Cedar Rapids Bank & Trust codes 19 $27,083 PY2022
- Melissa Bailey codes 14 $26,685 PY2022
- Blake & Uhlig, P.A. codes 29 $12,317 PY2022
- Segal codes 11 PY2022
What changed
3 events
- Dec 1, 2024Assets changedDES Moines Iron Workers Pension Trust plan assets $65M -> $75M (+14.8%, 2023-12-01 to 2024-12-01)
- Nov 30, 2024Assets changedDES Moines Iron Workers Pension Trust total assets $65M -> $75M (+14.8%, 2023-11-30 to 2024-11-30)
- Dec 1, 2023Funded status changedDES Moines Iron Workers Pension Trust funded ratio 100.1% -> 103.1% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 426242674-001
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.