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
Flexco Pension Plan
Corporate pensionDowners Grove, IL
Assets
$80.4M
Total assets, Dec 31, 2024 reported
Funded
89.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Flexible Steel Lacing Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 54.3%
- Registered investment companies 45.7%
Consultants and advisers
1 firms
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal15 rows, latest Dec 31, 2024
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $10.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $7.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 688 | $79.3M | $79.3M | 89.3% | $80.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 642 | $74.5M | $69.9M | 94.3% | $79.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 599 | $93.4M | $64.0M | 100.3% | $74.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $50 PY2024
- Prin Bond Market Index Sa-Z Sched. D P $10.5M PY2024
- Principal U.S. Property Sa-Z Sched. D P $12.2M PY2024
- Prin Smcap S&p 600 Index Sa-Z Sched. D P $3.2M PY2024
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P $6.6M PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $11.2M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 PY2023
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P $7.1M PY2023
- Principal U.S. Property Sa-Z Sched. D P $13.7M PY2023
- Prin Smcap S&p 600 Index Sa-Z Sched. D P $3.5M PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $8.4M PY2023
- Prin Bond Market Index Sa-Z Sched. D P $10.0M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $2,150 PY2022
- Prin Smcap S&p 600 Index Sa-Z Sched. D P $3.2M PY2022
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P $6.6M PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $9.0M PY2022
- Prin Bond Market Index Sa-Z Sched. D P $7.2M PY2022
- Principal U.S. Property Sa-Z Sched. D P $14.9M PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedFlexco Pension Plan funded ratio 94.3% -> 89.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedFlexco Pension Plan funded ratio 100.3% -> 94.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFlexco Pension Plan plan assets $93M -> $74M (-20.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361085010-001
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.