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
FBL Financial Group Retirement Plan
Corporate pensionWest Des Moines, IA
Assets
$254M
Total assets, Dec 31, 2024 reported
Funded
105.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: FBL Financial Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (other) 77.1%
- U.S. Government securities 9.6%
- Partnership/joint venture interests 7.7%
- Registered investment companies 0.5%
- Common stock 0.7%
Consultants and advisers
4 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Actuarythrough Dec 31, 2023 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 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
$58,429 (2023-12) · $41,559 (2022-12)
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 | 1,687 | $270M | $234M | 105.4% | $254M | $19.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,735 | $262M | $227M | 106.1% | $270M | $23.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,840 | $414M | $250M | 138.1% | $262M | $23.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 11 13 15 50 64 $122,408 PY2024
- Principal Custody Solutions codes 21 50 $83,103 PY2024
- Capfinancial Partners LLC codes 27 50 99 $57,000 PY2024
- Lutz and Company P.C. codes 10 50 $24,000 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 11 13 15 50 64 $161,792 PY2023
- Principal Custody Solutions codes 21 50 $53,658 PY2023
- Capfinancial Partners, LLC codes 27 99 $51,500 PY2023
- Ernst & Young LLP codes 10 50 $50,346 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 15 50 64 $117,068 PY2022
- Capfinancial Partners LLC codes 27 99 $41,559 PY2022
- Ernst & Young, LLP codes 10 50 $32,949 PY2022
- Kutak Rock LLP codes 29 50 $14,895 PY2022
- Lazard/wlmngtn Em Mkt PT Cl B Sched. D C PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2022
- Principal U.S. Property Sa-Z Sched. D P PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2022
- Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2022
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2022
- Prin Real Estate Secs Sa-Z Sched. D P PY2022
- Prin High Income Sep Acct-I2 Sched. D P PY2022
- Prin Equity Income Sa-I3 Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedFBL Financial Group Retirement Plan funded ratio 138.1% -> 106.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFBL Financial Group Retirement Plan plan assets $414M -> $262M (-36.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 421411715-001
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.