DFX Intelligence
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Reading the graph
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Allocators
DES Moines, IA
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
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.
| Vehicle | Manager | Bucket | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $11.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $11.1M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $793,361 | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 61 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• T•••• C•• | custodian | Apr 1, 2024 | Mar 31, 2025 | no | fact | Dol form 5500 pension |
| P•••••••• | trustee | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A••••••••• L••• | n/a | Mar 31, 2025 | n/a | yes | fact |
| M•• | n/a | Mar 31, 2025 | n/a | yes | fact |
| T• R••• P•••• | n/a |
| Mar 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $10.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $9.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• N• | A•••••••• | Fixed income | $9.8M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $9.7M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $9.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $9.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $9.3M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $6.9M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $6.7M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $6.5M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $6.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• V•••• C•• F• | M•• | Pooled vehicle | $6.3M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $6.0M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $4.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $4.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $4.4M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $3.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• L•• M•• C•• F• | T• R••• P•••• | Pooled vehicle | $3.5M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• L•••• C•• G••••• C•• N• | A••••••••• L••• | Public equity | $3.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• L•••• C•• G••••• C•• | A••••••••• L••• | Public equity | $3.3M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• L•• M•• C•• F• | T• R••• P•••• | Pooled vehicle | $3.2M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $3.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $3.2M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Mar 31, 2025 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 38 | $35.1M | Mar 31, 2025 | Derived |
| actuary |
| Apr 1, 2022 |
| Mar 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| n/a |
| yes |
| fact |
| A•••••••• | n/a | Mar 31, 2023 | n/a | yes | fact |
| B•••••••• | n/a | Mar 31, 2023 | n/a | yes | fact |