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

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan

Corporate pensionUrbandale, IA
Assets
$20.1M
Total assets, Dec 31, 2024 reported
Funded
110.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
30
none on the tape
Plan sponsor: Midwest Family Mutual Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 92.5%
Consultants and advisers
2 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
30 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$720,978 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$55,793 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$111,133 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$245,837 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$563,448 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$62,624 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$118,701 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$250,996 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$169,694 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$105,469 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$547,559 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$60,299 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$120,821 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$249,263 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$181,828 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$20.1M Dec 31, 2024 reported Form 5500
$20.0M (2023-12) · $19.4M (2022-12)
Plan assets
$20.0M Jan 1, 2024 reported Form 5500
$19.4M (2023-01) · $26.4M (2022-01)
Net assets
$20.1M Dec 31, 2024 reported Form 5500
$20.0M (2023-12) · $19.4M (2022-12)
Funded ratio
110.1% Jan 1, 2024 reported Form 5500
115.0% (2023-01) · 154.0% (2022-01)
Funding target
$20.0M Jan 1, 2024 reported Form 5500
$18.5M (2023-01) · $16.3M (2022-01)
Discount rate
5.26% Jan 1, 2024 reported Form 5500
5.41% (2023-01) · 5.59% (2022-01)
Participants
197 Jan 1, 2024 reported Form 5500
190 (2023-01) · 182 (2022-01)
Contributions
$1.5M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$986,278 Dec 31, 2024 reported Form 5500
$641,194 (2023-12) · $555,853 (2022-12)
Net investment income
$56,950 Dec 31, 2024 reported Form 5500
$638,918 (2023-12) · $-7.0M (2022-12)
Investment management fees
$12,355 Dec 31, 2024 reported Form 5500
$12,246 (2023-12) · $13,423 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024197$20.0M$20.0M110.1%$20.1Mn/an/an/a
2023 to Dec 31, 2023190$19.4M$18.5M115.0%$20.0Mn/an/an/a
2022 to Dec 31, 2022182$26.4M$16.3M154.0%$19.4Mn/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 $86,695 PY2024
  • Principal Global Investors, LLC codes 27 50 $12,355 PY2024
  • Meriwether Wilson and Co codes 10 50 $8,500 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.1M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $55,793 PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $111,133 PY2024
  • Principal U.S. Property Sa-Z Sched. D P $1.4M PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $720,978 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.8M PY2024
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $2.8M PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $9.4M PY2024
  • Principal Overseas Sep Acct-Z Sched. D P $245,837 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $79,933 PY2023
  • Midwest Family Mutual in codes 10 50 $7,500 PY2023
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $3.3M PY2023
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2023
  • Principal U.S. Property Sa-Z Sched. D P $1.4M PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $563,448 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.1M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $62,624 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $118,701 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $10.4M PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $250,996 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.7M PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $169,694 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $72,700 PY2022
  • Midwest Family Mutual codes 10 50 $6,500 PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $547,559 PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $181,828 PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $60,299 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $120,821 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $9.1M PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $249,263 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.6M PY2022
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P $3.6M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.2M PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $105,469 PY2022
  • Principal U.S. Property Sa-Z Sched. D P $1.6M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Holding endedinference
    Midwest Family Mutual Insurance Company Defined Benefit Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $169,694 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors, LLC appears on Midwest Family Mutual Insurance Company Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Midwest Family Mutual Insurance Company Defined Benefit Pension Plan funded ratio 115.0% -> 110.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Midwest Family Mutual Insurance Company Defined Benefit Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $105,469 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Midwest Family Mutual Insurance Company Defined Benefit Pension Plan funded ratio 154.0% -> 115.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Midwest Family Mutual Insurance Company Defined Benefit Pension Plan plan assets $26M -> $19M (-26.6%, 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 410417260-001
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.