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

Pension Plan of United Way Worldwide

Corporate pensionAlexandria, VA
Assets
$31.5M
Total assets, Dec 31, 2024 reported
Funded
97.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: United Way Worldwide
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.5%
Consultants and advisers
3 firms
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
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$91,633 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$247,108 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$162,545 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$384,887 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$157,214 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$384,873 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$31.5M Dec 31, 2024 reported Form 5500
$32.3M (2023-12) · $31.0M (2022-12)
Plan assets
$32.3M Jan 1, 2024 reported Form 5500
$31.0M (2023-01) · $42.2M (2022-01)
Net assets
$31.5M Dec 31, 2024 reported Form 5500
$32.3M (2023-12) · $31.0M (2022-12)
Funded ratio
97.6% Jan 1, 2024 reported Form 5500
94.5% (2023-01) · 116.9% (2022-01)
Funding target
$35.5M Jan 1, 2024 reported Form 5500
$36.1M (2023-01) · $35.0M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.38% (2022-01)
Participants
345 Jan 1, 2024 reported Form 5500
355 (2023-01) · 359 (2022-01)
Contributions
$470,333 Dec 31, 2024 reported Form 5500
$633,800 (2023-12) · $0 (2022-12)
Benefits paid
$2.2M Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $2.3M (2022-12)
Net investment income
$-786,962 Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $-11.2M (2022-12)
Investment management fees
$27,007 Dec 31, 2024 reported Form 5500
$26,654 (2023-12) · $10,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024345$32.3M$35.5M97.6%$31.5Mn/an/an/a
2023 to Dec 31, 2023355$31.0M$36.1M94.5%$32.3Mn/an/an/a
2022 to Dec 31, 2022359$42.2M$35.0M116.9%$31.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $111,816 PY2024
  • Principal Global Investors, LLC codes 27 50 $17,007 PY2024
  • Kestra Advisory Svc LLC codes 27 50 $10,000 PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $247,108 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.1M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $91,633 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $11.4M PY2024
  • Prin Intl Equity Index Sa-Z Sched. D P $1.9M PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $13.7M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $100,550 PY2023
  • Principal Global Investors, LLC codes 27 50 $16,654 PY2023
  • Kestra Advisory Svc LLC codes 27 50 $10,000 PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $162,545 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $6.1M PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $384,887 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $10.3M PY2023
  • Prin Intl Equity Index Sa-Z Sched. D P $2.9M PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $11.9M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $100,350 PY2022
  • Principal Global Investors LLC codes 27 50 $18,457 PY2022
  • Kestra Advisory Svcs LLC codes 27 50 $10,000 PY2022
  • Prin Intl Equity Index Sa-Z Sched. D P $3.2M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $6.1M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $157,214 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $11.3M PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $384,873 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $9.9M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    Pension Plan of United Way Worldwide funded ratio 94.5% -> 97.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Plan of United Way Worldwide funded ratio 116.9% -> 94.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan of United Way Worldwide plan assets $42M -> $31M (-26.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131635294-333
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.