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

Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan

Corporate pensionLincoln, NE
Assets
$101M
Total assets, Feb 28, 2025 reported
Funded
90.5%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
42
none on the tape
Plan sponsor: Farmers Mutual Insurance Co. of Ne
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Insurance company general account 1.2%
  • Pooled separate accounts 98.8%
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
42 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Feb 28, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Equity Income Sa-Zseparate accountPrincipalFixed income$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2025Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$850,644 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$854,089 heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$24.1M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$779,944 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$784,048 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$101M Feb 28, 2025 reported Form 5500
$90.7M (2024-02) · $79.7M (2023-02)
Plan assets
$90.7M Mar 1, 2024 reported Form 5500
$79.7M (2023-03) · $84.8M (2022-03)
Net assets
$101M Feb 28, 2025 reported Form 5500
$90.7M (2024-02) · $79.7M (2023-02)
Funded ratio
90.5% Mar 1, 2024 reported Form 5500
83.1% (2023-03) · 97.4% (2022-03)
Funding target
$62.6M Mar 1, 2024 reported Form 5500
$58.0M (2023-03) · $52.0M (2022-03)
Discount rate
5.35% Mar 1, 2024 reported Form 5500
5.37% (2023-03) · 5.55% (2022-03)
Participants
468 Mar 1, 2024 reported Form 5500
456 (2023-03) · 441 (2022-03)
Contributions
$3.5M Feb 28, 2025 reported Form 5500
$3.5M (2024-02) · $3.5M (2023-02)
Benefits paid
$2.1M Feb 28, 2025 reported Form 5500
$2.1M (2024-02) · $1.9M (2023-02)
Net investment income
$9.8M Feb 28, 2025 reported Form 5500
$11.1M (2024-02) · $-5.1M (2023-02)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 2025468$90.7M$62.6M90.5%$101Mn/an/an/a
2023 to Feb 29, 2024456$79.7M$58.0M83.1%$90.7Mn/an/an/a
2022 to Feb 28, 2023441$84.8M$52.0M97.4%$79.7Mn/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 $119,939 PY2024
  • Principal Global Investors, LLC codes 27 50 $33,943 PY2024
  • Equitable Financial Life Ins. Co. codes 13 18 $8,184 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $10.2M PY2024
  • Prin Midcap Value I Sa-Z Sched. D P $3.5M PY2024
  • Prin Midcap Growth III Sa-Z Sched. D P PY2024
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $1.8M PY2024
  • Prin Largecap Growth I Sa-Z Sched. D P $7.6M PY2024
  • Prin Smcap Value II Sep Acct-Z Sched. D P $1.8M PY2024
  • Prin High Income Sep Acct-Z Sched. D P PY2024
  • Principal Overseas Sep Acct-Z Sched. D P $4.4M PY2024
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $28.2M PY2024
  • Prin Equity Income Sa-Z Sched. D P $7.9M PY2024
  • Prin Bond Market Index Sa-Z Sched. D P $9.1M PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Prin High Yield Sep Acct-Z Sched. D P $3.3M PY2024
  • Principal U.S. Property Sa-Z Sched. D P $5.9M PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $12.2M PY2024
  • Prin Midcap Sep Acct-Z Sched. D P $3.5M PY2024
  • HUB International Great Plains codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $150,965 PY2023
  • Equitable Financial Life Ins. Co. codes 13 18 $8,586 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $5.6M PY2023
  • Prin Midcap Value I Sa-Z Sched. D P $1.7M PY2023
  • Prin Midcap Growth III Sa-Z Sched. D P $1.7M PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $2.3M PY2023
  • Prin Largecap Growth I Sa-Z Sched. D P $13.2M PY2023
  • Prin Smcap Value II Sep Acct-Z Sched. D P $854,089 PY2023
  • Prin High Income Sep Acct-Z Sched. D P $2.9M PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $3.6M PY2023
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $24.1M PY2023
  • Prin Equity Income Sa-Z Sched. D P $12.1M PY2023
  • Prin Bond Market Index Sa-Z Sched. D P $6.6M PY2023
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $850,644 PY2023
  • Principal U.S. Property Sa-Z Sched. D P $5.7M PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $8.2M PY2023
  • HUB International Great Plains codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $157,504 PY2022
  • Equitable Financial Life Ins. Co. codes 13 18 $8,978 PY2022
  • Principal U.S. Property Sa-Z Sched. D P $6.0M PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $6.5M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.6M PY2022
  • Prin Midcap Value I Sa-Z Sched. D P $1.5M PY2022
  • Prin Midcap Growth III Sa-Z Sched. D P $1.6M PY2022
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $779,944 PY2022
  • Prin Largecap Growth I Sa-Z Sched. D P $10.3M PY2022
  • Prin Smcap Value II Sep Acct-Z Sched. D P $784,048 PY2022
  • Prin High Income Sep Acct-Z Sched. D P $2.6M PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $3.0M PY2022
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $21.4M PY2022
  • Prin Equity Income Sa-Z Sched. D P $10.4M PY2022
  • Prin Bond Market Index Sa-Z Sched. D P $5.7M PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $2.0M PY2022
  • Prin Intl Small Cap Sep Acct-Z Sched. D P $1.3M PY2022
  • HUB International Great Plains codes 11 PY2022
What changed
12 events
  • Feb 28, 2025Holding started
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $3M at 2025-02-28
    with Principalaskebsa.dol.gov
  • Feb 28, 2025Holding started
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $4M at 2025-02-28
    with Principalaskebsa.dol.gov
  • Feb 28, 2025Holding endedinference
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $3M at 2024-02-29; absent from the 2025-02-28 filing)
    with Principalaskebsa.dol.gov
  • Feb 28, 2025Holding endedinference
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $2M at 2024-02-29; absent from the 2025-02-28 filing)
    with Principalaskebsa.dol.gov
  • Feb 28, 2025Holding endedinference
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $2M at 2024-02-29; absent from the 2025-02-28 filing)
    with Principalaskebsa.dol.gov
  • Feb 28, 2025Assets changed
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan total assets $91M -> $101M (+10.8%, 2024-02-29 to 2025-02-28)
    askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors, LLC appears on Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Mar 1, 2024Funded status changed
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan funded ratio 83.1% -> 90.5% (2023-03-01 to 2024-03-01)
    askebsa.dol.gov
  • Mar 1, 2024Assets changed
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan plan assets $80M -> $91M (+13.9%, 2023-03-01 to 2024-03-01)
    askebsa.dol.gov
  • Feb 29, 2024Holding endedinference
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $1M at 2023-02-28; absent from the 2024-02-29 filing)
    with Principalaskebsa.dol.gov
  • Feb 29, 2024Assets changed
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan total assets $80M -> $91M (+13.9%, 2023-02-28 to 2024-02-29)
    askebsa.dol.gov
  • Mar 1, 2023Funded status changed
    Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan funded ratio 97.4% -> 83.1% (2022-03-01 to 2023-03-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 470157205-001
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.