DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

The Defined Benefit Plan of United Way of Greater St. Louis Inc.

Allocators

ST. Louis, MO

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:6bdefdb6-1455-402f-99a0-b88cf5ca856c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 10
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $12.4Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 107%
Participants: 183
Commitments: 11with an amount; holdings are counted apart
Managers: 2
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$8.6M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$7.1M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.4M	Jun 30, 2024	Separate account	Dol form 5500 pension
Principal Global Advisors	Principal Global Investors LLC	Pooled vehicle	$2.3M	Jun 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.2M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$1.9M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$1.6M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.1M	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$979,751	Jun 30, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$438,108	Jun 30, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$417,380	Jun 30, 2025	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 4 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$12.4M	Jun 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Principal Global Investors LLC	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Mutual of America Life Insurance Co	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Mutual of America Life Insurance Co	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← United Way of Greater St. Louis Inc.Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

→ Mutual of America Life Insurance CoPlan sponsoractuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Mutual of America Life Insurance CoInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ Principal Global Investors LLCInvestment consultantInvestment adviser
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Principal Global Investors, LLC appears on The Defined Benefit Plan of United Way of Greater St. Louis Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Principal Global Investors LLC Form 5500observed 4 days ago
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
The Defined Benefit Plan of United Way of Greater St. Louis Inc. first reports an interest in Prin Lgcp S&p 500 Index Sa-Z (Principal): $1M at 2024-06-30
Principal Form 5500observed 3 days ago
$1.1M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
The Defined Benefit Plan of United Way of Greater St. Louis Inc. first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $2M at 2024-06-30
Principal Form 5500observed 3 days ago
$2.4M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
The Defined Benefit Plan of United Way of Greater St. Louis Inc. no longer reports Principal Global Advisors (Principal Global Investors LLC) (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)
Principal Global Investors LLC Form 5500observed 3 days ago
$2.3M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
The Defined Benefit Plan of United Way of Greater St. Louis Inc. first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $9M at 2024-06-30
Principal Form 5500observed 3 days ago
$8.6M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
The Defined Benefit Plan of United Way of Greater St. Louis Inc. first reports an interest in Prin Ldi Ext Dur Sep Acct-Z (Principal): $2M at 2024-06-30
Principal Form 5500observed 3 days ago
$1.9M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
The Defined Benefit Plan of United Way of Greater St. Louis Inc. first reports an interest in Prin Diversified Intl Sa-Z (Principal): $438,108 at 2024-06-30
Principal Form 5500observed 3 days ago
$438,108

Show 3 bookkeeping events

Occurred
Jun 30, 2025
The Defined Benefit Plan of United Way of Greater St. Louis Inc. total assets $14M -> $12M (-14.6%, 2024-06-30 to 2025-06-30)
Occurred
Jul 1, 2024
The Defined Benefit Plan of United Way of Greater St. Louis Inc. funded ratio 115.2% -> 107.0% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
The Defined Benefit Plan of United Way of Greater St. Louis Inc. funded ratio 76.9% -> 115.2% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:6bdefdb6-1455-402f-99a0-b88cf5ca856c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.