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.
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Corporate pension
J••••• E•••••••• M••••••• H••••••• E••••••• R••••••••• P•••
Corporate pensionCouncil Bluffs, IA
Assets
$47.0M
Total assets, Dec 31, 2024 reported
Funded
81.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: J••••• E•••••••• M••••••• H•••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Corporate debt instruments (other) 32.8%
- U.S. Government securities 33.2%
- Other investments 9.4%
- Registered investment companies 22.5%
Consultants and advisers
4 firms
- M•••••••• A••••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- H•• I••••••••• G•••• P••••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• S••••••• A•••• M••••••••• Custodianthrough Dec 31, 2022 Form 5500
- W•••• F•••• B••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- J••• M••••• I••••••••• M•••••••••plan years 2022
- E•••• C•••••• M••••••••• L••plan years 2022
- U•• R••••• I•••••••• L••plan years 2022
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
$172,080 (2023-12) · $201,339 (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 | 1,269 | $54.2M | $58.8M | 81.2% | $47.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,296 | $56.3M | $60.9M | 80.0% | $54.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,397 | $80.1M | $62.3M | 103.1% | $56.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••••• Associates codes 27 50 $84,000 PY2024
- JP M••••• Investment Management Inc codes 28 50 $60,727 PY2024
- P•••••••• codes 19 21 50 $25,429 PY2024
- Trumbull Property Fund Ubs R••••• codes 28 50 $18,584 PY2024
- Lutz & Company codes 10 $16,000 PY2024
- H•• I••••••••• G•••• P••••• codes 11 50 $1,030 PY2024
- H•• I••••••••• G•••• P••••• codes 11 PY2024
- JP M••••• Investment Management Inc codes 28 50 $72,295 PY2023
- M•••••••• Associates codes 27 50 $65,000 PY2023
- H•• I••••••••• G•••• P••••• codes 11 50 $57,351 PY2023
- Trumbull Property Fund Ubs R••••• codes 28 50 $28,810 PY2023
- Lutz & Company codes 10 $17,750 PY2023
- P•••••••• codes 19 21 50 $16,767 PY2023
- E•••• Capital Management LLC codes 28 50 $5,975 PY2023
- H•• I••••••••• G•••• P••••• codes 11 PY2023
- JP M••••• Investment Management Inc codes 28 50 $84,183 PY2022
- M•••••••• Associates codes 27 50 $60,000 PY2022
- H•• I••••••••• G•••• P••••• codes 11 50 $49,542 PY2022
- Trumbull Property Fund Ubs R••••• codes 28 50 $30,777 PY2022
- E•••• Capital Management LLC codes 28 50 $26,379 PY2022
- Lutz & Company codes 10 $18,000 PY2022
- P•••••••• codes 19 21 50 $15,834 PY2022
- W•••• F•••• B•••, N.A. codes 19 21 50 $5,139 PY2022
- H•• I••••••••• G•••• P••••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceE•••• Capital Management LLC no longer appears on J••••• E•••••••• M••••••• H••••••• E••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with E•••• C•••••• M••••••••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedJ••••• E•••••••• M••••••• H••••••• E••••••• R••••••••• P••• total assets $54M -> $47M (-13.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedJ••••• E•••••••• M••••••• H••••••• E••••••• R••••••••• P••• funded ratio 103.1% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJ••••• E•••••••• M••••••• H••••••• E••••••• R••••••••• P••• plan assets $80M -> $56M (-29.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420680355-001
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.