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
Iowa State Education Association Employees' Pension Trust
Corporate pensionDES Moines, IA
Assets
$38.3M
Total assets, Aug 31, 2025 reported
Funded
103.3%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: Iowa State Education Association
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- U.S. Government securities 30.6%
- Registered investment companies 19.6%
- Common stock 45.8%
Consultants and advisers
3 firms
- Advanced Capital Group, Inc. Custodianthrough Aug 31, 2023 Form 5500
- October Three Consulting LLC Actuarythrough Aug 31, 2023 Form 5500
- US Bank Trusteethrough Aug 31, 2023 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
$90,974 (2024-08) · $92,994 (2023-08)
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 Aug 31, 2025 | 128 | $39.1M | $34.3M | 103.3% | $38.3M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 121 | $38.1M | $34.9M | 103.3% | $39.2M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 121 | $39.5M | $32.8M | 103.1% | $38.1M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Advance Capital Group, Inc. codes 19 27 28 $92,848 PY2024
- October Three Consulting LLC codes 11 17 $26,670 PY2024
- Smith & Howard, PC codes 10 $11,500 PY2024
- U.S. Bank National Association codes 21 25 $11,477 PY2024
- October Three Consulting LLC codes 11 PY2024
- Advance Capital Group, Inc. codes 19 27 28 $90,974 PY2023
- October Three Consulting LLC codes 11 17 $25,885 PY2023
- U.S. Bank National Association codes 21 25 $11,221 PY2023
- Smith & Howard, PC codes 10 $5,500 PY2023
- October Three Consulting LLC codes 11 PY2023
- Advance Capital Group, Inc. codes 19 27 28 $92,994 PY2022
- October Three Consulting LLC codes 11 17 $23,855 PY2022
- U.S. Bank National Association codes 21 25 $11,502 PY2022
- Smith & Howard, PC codes 10 $5,500 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420335775-001
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.