Duncan Employees Security Plan
Corporate pension, based in Indianapolis, Indiana, reporting $14.9M in assets, for 230 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Duncan Employees Security Plan total assets $13M -> $15M (+10.6%, 2024-12-31 to 2025-12-31).
1 more adviser, 3 more commitments and 10 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account II2 commitments
- Prin Real Estate Secs Sa-Z1 commitment
- Prin Core Fix Inc Sep Acct-Z1 commitment
- Principal4 commitments
- American United Life Insurance Co.2 commitments
Relationship network
20 connected entities6 observed commitments3 repeat counterpartiescommitments 2022 to 2025
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
- Registered investment companies 93.3%
Consultants and advisers
- Wilshire Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mccready and Keene, Inc. Actuarythrough Dec 31, 2025 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2025 Form 5500
+1 more consultant or adviser 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
- Principal4 rows, latest Dec 31, 2022
- American United Life Insurance Co.2 rows, latest Dec 31, 2025
What changed
- Dec 31, 2025Assets changedDuncan Employees Security Plan total assets $13M -> $15M (+10.6%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedDuncan Employees Security Plan funded ratio 112.5% -> 138.3% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedDuncan Employees Security Plan plan assets $11M -> $13M (+25.2%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Holding endedinferenceDuncan Employees Security Plan no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $366,658 at 2022-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceDuncan Employees Security Plan no longer reports Prin Blue Chip Sa-Z (Principal) (last held $174,237 at 2022-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Separate Account IIseparate account | American United Life Insurance Co. | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Separate Account IIseparate account | American United Life Insurance Co. | Pooled vehicles | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Real Estate Secs Sa-Zseparate account | Principal | Real estate | $781,655 held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 230 | $13.4M | $9.0M | 138.3% | $14.9M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 225 | $10.7M | $8.8M | 112.5% | $13.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 204 | $7.8M | $7.6M | 93.7% | $10.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 212 | $11.7M | $9.0M | 120.4% | $7.8M | Not disclosed | Not disclosed | Not disclosed |
- Mccready and Keene Inc. codes 11 15 50 64 $60,500 PY2025
- American United Life Insurance Co. codes 15 38 64 66 67 PY2025
- Separate Account II Sched. D P $13.9M PY2025
+18 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
Duncan Employees Security Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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.
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Record history
- Total assets changed2025-12-31source on record
- Funded status changed2025-01-01source on record
- Total assets changed2025-01-01source on record
+12 more changes on this record's ledger
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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
+5 connections on the graph
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