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
Hawkeye Pension Plan
Corporate pensionUrbandale, IA
Assets
$129M
Total assets, Jun 30, 2025 reported
Funded
69.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Hawkeye Insurance Association
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Partnership/joint venture interests 13.8%
- Registered investment companies 80.1%
Consultants and advisers
4 firms
- Fiducient Advisors LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Principal Investment adviser (plan)through Jun 30, 2023 Form 5500
- Newport Group, Inc Actuarythrough Jun 30, 2025 Form 5500
- Milliman, Inc. Actuarythrough Jun 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
33 readings
Investment management fees
$103,397 (2024-06) · $84,266 (2023-06)
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 Jun 30, 2025 | 921 | $115M | $165M | 69.5% | $129M | $17.8M | n/a | n/a |
| 2023 to Jun 30, 2024 | 900 | $100M | $157M | 63.8% | $115M | $15.0M | n/a | n/a |
| 2022 to Jun 30, 2023 | 879 | $88.4M | $148M | 59.8% | $101M | $13.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 $114,865 PY2024
- Fiducient Advisors codes 27 $90,273 PY2024
- Principal codes 27 $27,361 PY2024
- UHY, LLP codes 10 $22,500 PY2024
- Newport Group, Inc. codes 11 $5,230 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 $120,740 PY2023
- Fiducient Advisors codes 27 $78,044 PY2023
- Spencer Fane LLC codes 29 $33,519 PY2023
- Principal codes 27 $25,353 PY2023
- UHY, LLP codes 10 $21,375 PY2023
- UTZ and Lattan codes 29 $14,864 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman codes 11 $114,808 PY2022
- Fiducient Advisors codes 27 $66,661 PY2022
- UTZ and Lattan codes 29 $59,461 PY2022
- UHY, LLP codes 10 $19,675 PY2022
- Principal codes 27 $17,605 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
6 events
- Jun 30, 2025Assets changedHawkeye Pension Plan total assets $115M -> $129M (+12.4%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedHawkeye Pension Plan funded ratio 63.8% -> 69.5% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedHawkeye Pension Plan plan assets $100M -> $115M (+14.3%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedHawkeye Pension Plan total assets $101M -> $115M (+14.3%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedHawkeye Pension Plan funded ratio 59.8% -> 63.8% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedHawkeye Pension Plan plan assets $88M -> $100M (+13.7%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 421438152-001
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.