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 Centers for Youth and Families

Corporate pensionLittle Rock, AR
Assets
$3.8M
Total assets, Dec 31, 2024 reported
Funded
83.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
56
none on the tape
Plan sponsor: Centers for Youth and Families, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 98.4%
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
56 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 Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$16,122 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$73,022 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$7,132 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$1,938 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$160,824 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$307,662 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$857,013 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$112,679 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$159,907 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$2,057 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$1,998 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$4,013 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$250 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$257,003 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$569,861 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$341,712 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$378,915 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$10,078 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$1,879 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$350,805 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$3,964 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$118,547 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$70,194 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$346,569 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$316,706 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$702,020 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$107,188 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$141,191 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$263 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$249,861 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$561,745 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$281,880 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$357,557 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$281,549 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$105,621 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$201,781 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$31,732 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$354,537 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$214,981 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$588,083 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$61,426 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$143,906 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$30,344 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$31,495 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Inflation Protect Sa-R6separate accountPrincipalPooled vehicles$60,657 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$2,655 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$168,007 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$216,586 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$354,770 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Equity Index Sa-Zseparate accountPrincipalPublic equity$268,626 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$71,958 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$26,285 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Blue Chip Sa-Zseparate accountPrincipalPooled vehicles$204,301 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$57,165 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$95,948 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$108,287 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$3.8M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.3M (2022-12)
Plan assets
$3.6M Jan 1, 2024 reported Form 5500
$3.3M (2023-01) · $5.3M (2022-01)
Net assets
$3.8M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.3M (2022-12)
Funded ratio
83.8% Jan 1, 2024 reported Form 5500
80.4% (2023-01) · 105.2% (2022-01)
Funding target
$4.4M Jan 1, 2024 reported Form 5500
$4.4M (2023-01) · $4.8M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.39% (2022-01)
Participants
183 Jan 1, 2024 reported Form 5500
189 (2023-01) · 197 (2022-01)
Contributions
$200,000 Dec 31, 2024 reported Form 5500
$200,000 (2023-12) · $60,000 (2022-12)
Benefits paid
$262,866 Dec 31, 2024 reported Form 5500
$189,109 (2023-12) · $1.0M (2022-12)
Net investment income
$155,035 Dec 31, 2024 reported Form 5500
$308,816 (2023-12) · $-2.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024183$3.6M$4.4M83.8%$3.8Mn/an/an/a
2023 to Dec 31, 2023189$3.3M$4.4M80.4%$3.6Mn/an/an/a
2022 to Dec 31, 2022197$5.3M$4.8M105.2%$3.3Mn/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 $38,413 PY2024
  • Stifel, Nicolaus and Company codes 27 99 PY2024
  • Prin Liquid Assets Sep Acct-R3 Sched. D P $73,022 PY2024
  • Prin Glbl Emerg Markets Sa-R3 Sched. D P $7,132 PY2024
  • Prin Intl Smallcap Sep Acct-R3 Sched. D P $1,938 PY2024
  • Prin U.S. Property Sep Acct-R3 Sched. D P $160,824 PY2024
  • Prin Core Plus Bond Sep Act-R3 Sched. D P $307,662 PY2024
  • Prin Lgcap S&p 500 Index Sa-R3 Sched. D P $857,013 PY2024
  • Prin Smcap S&p 600 Index Sa-R3 Sched. D P $112,679 PY2024
  • Prin Midcap S&p 400 Idx Sa-R3 Sched. D P $159,907 PY2024
  • Prin Smallcap Growth I Sa-R3 Sched. D P $2,057 PY2024
  • Prin Govt & Hq Bond Sa-R3 Sched. D P $16,122 PY2024
  • Prin Smallcap Value II Sa-R3 Sched. D P $1,998 PY2024
  • Prin Inflation Protect Sa-R3 Sched. D P $4,013 PY2024
  • Prin Ldi Long Duration Sa-R3 Sched. D P $250 PY2024
  • Principal Overseas Sep Acct-R3 Sched. D P $257,003 PY2024
  • Prin Core Fix Inc Sep Acct-R3 Sched. D P $569,861 PY2024
  • Prin Equity Income Sa-R3 Sched. D P $341,712 PY2024
  • Prin Intl Equity Index Sa-R3 Sched. D P $378,915 PY2024
  • Prin Ldi Intrm Dur Sep Acct-R3 Sched. D P $10,078 PY2024
  • Prin Ldi Ext Dur Sep Acct-R3 Sched. D P $1,879 PY2024
  • Prin Blue Chip Sa-R3 Sched. D P $350,805 PY2024
  • Prin Gl Real Est Sec Sa-R3 Sched. D P $3,964 PY2024
  • Prin High Yield Sep Acct-R3 Sched. D P $118,547 PY2024
  • Prin Org Emg Mkts Sep Acct-R3 Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $31,613 PY2023
  • Stifel, Nicolaus and Company codes 27 99 PY2023
  • Prin Intl Smallcap Sep Acct-R3 Sched. D P PY2023
  • Prin U.S. Property Sep Acct-R3 Sched. D P $346,569 PY2023
  • Prin Core Plus Bond Sep Act-R3 Sched. D P $316,706 PY2023
  • Prin Lgcap S&p 500 Index Sa-R3 Sched. D P $702,020 PY2023
  • Prin Smcap S&p 600 Index Sa-R3 Sched. D P $107,188 PY2023
  • Prin Midcap S&p 400 Idx Sa-R3 Sched. D P $141,191 PY2023
  • Prin Smallcap Growth I Sa-R3 Sched. D P PY2023
  • Prin High Yield Sep Acct-R3 Sched. D P $105,621 PY2023
  • Prin Govt & Hq Bond Sa-R3 Sched. D P PY2023
  • Prin Liquid Assets Sep Acct-R3 Sched. D P $70,194 PY2023
  • Prin Org Emg Mkts Sep Acct-R3 Sched. D P PY2023
  • Prin Smallcap Value II Sa-R3 Sched. D P PY2023
  • Prin Inflation Protect Sa-R3 Sched. D P PY2023
  • Prin Ldi Long Duration Sa-R3 Sched. D P $263 PY2023
  • Principal Overseas Sep Acct-R3 Sched. D P $249,861 PY2023
  • Prin Core Fix Inc Sep Acct-R3 Sched. D P $561,745 PY2023
  • Prin Equity Income Sa-R3 Sched. D P $281,880 PY2023
  • Prin Intl Equity Index Sa-R3 Sched. D P $357,557 PY2023
  • Prin Ldi Intrm Dur Sep Acct-R3 Sched. D P PY2023
  • Prin Ldi Ext Dur Sep Acct-R3 Sched. D P PY2023
  • Prin Blue Chip Sa-R3 Sched. D P $281,549 PY2023
  • Prin Gl Real Est Sec Sa-R3 Sched. D P PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $23,917 PY2022
  • Stifel, Nicolaus and Company codes 27 99 PY2022
  • Prin Liquid Assets Sep Acct-R3 Sched. D P PY2022
  • Prin Intl Smallcap Sep Acct-R3 Sched. D P $31,732 PY2022
  • Prin U.S. Property Sep Acct-R3 Sched. D P $354,537 PY2022
  • Prin Core Plus Bond Sep Act-R3 Sched. D P $214,981 PY2022
  • Prin Lgcap S&p 500 Index Sa-R3 Sched. D P $588,083 PY2022
  • Prin Smcap S&p 600 Index Sa-R3 Sched. D P $61,426 PY2022
  • Prin Midcap S&p 400 Idx Sa-R3 Sched. D P $143,906 PY2022
  • Prin Smallcap Growth I Sa-R3 Sched. D P $30,344 PY2022
  • Prin Smallcap Value II Sa-R3 Sched. D P $31,495 PY2022
  • Prin High Income Sep Acct-R3 Sched. D P PY2022
  • Prin Inflation Protect Sa-R3 Sched. D P $60,657 PY2022
  • Prin Ldi Long Duration Sa-R3 Sched. D P $2,655 PY2022
  • Principal Overseas Sep Acct-R3 Sched. D P $168,007 PY2022
  • Prin Core Fix Inc Sep Acct-R3 Sched. D P $216,586 PY2022
  • Prin Equity Income Sa-R3 Sched. D P $354,770 PY2022
  • Prin Intl Equity Index Sa-R3 Sched. D P $268,626 PY2022
  • Prin Ldi Intrm Dur Sep Acct-R3 Sched. D P $71,958 PY2022
  • Prin Ldi Ext Dur Sep Acct-R3 Sched. D P $26,285 PY2022
  • Prin Blue Chip Sa-R3 Sched. D P $204,301 PY2022
  • Prin Gl Real Est Sec Sa-R3 Sched. D P $57,165 PY2022
  • Prin High Yield Sep Acct-R3 Sched. D P $95,948 PY2022
  • Prin Org Emg Mkts Sep Acct-R3 Sched. D P $108,287 PY2022
  • Prin Govt & Hq Bond Sa-R3 Sched. D P $201,781 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Holding started
    Pension Plan of Centers for Youth and Families first reports an interest in Prin Glbl Emerg Markets Sa-Z (Principal): $7,132 at 2024-12-31
    with Principalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Pension Plan of Centers for Youth and Families funded ratio 80.4% -> 83.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centers for Youth and Families no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $108,287 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Pension Plan of Centers for Youth and Families first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $70,194 at 2023-12-31
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Plan of Centers for Youth and Families funded ratio 105.2% -> 80.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan of Centers for Youth and Families plan assets $5M -> $3M (-37.1%, 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 710415350-001
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.