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AllocatorsPlancorporate pension<100m

Paul Mueller Company Contract Employees Retirement Plan

Allocators

Springfield, 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:c0182444-d8f1-4827-8df7-94eecba020bb

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
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: $264,912latest reading; see basis
Assets as of: Dec 31, 2023
Assets basis: REPORTED
Funded ratio: 104%
Participants: 530
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
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 Short-Term Income Sa-R6	n/a	cash	$6.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$118,425	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$694	Dec 31, 2023	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	0	$694	Dec 31, 2023	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
Commerce Trust	trustee	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Pricewaterhousecoopers LLP	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
UBS Financial Services Inc.	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
PWC US Consulting LLP	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Paul Mueller CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Pricewaterhousecoopers LLPInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ UBS Financial Services Inc.Plan sponsorInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ PWC US Consulting LLPInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Commerce TrustInvestment consultanttrustee
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
UBS Financial Services Inc no longer appears on Paul Mueller Company Contract Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
UBS Financial Services Inc.Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Paul Mueller Company Contract Employees Retirement Plan no longer reports Prin Short-Term Income Sa-R6 (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
Prin Short-Term Income Sa-R6 Form 5500observed 3 days ago
$6.2M

Show 1 bookkeeping events

Occurred
Dec 31, 2023
Paul Mueller Company Contract Employees Retirement Plan total assets $17M -> $264,912 (-98.5%, 2022-12-31 to 2023-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:c0182444-d8f1-4827-8df7-94eecba020bb
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.

Paul Mueller Company Contract Employees Retirement Plan

Allocators

Springfield, 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:c0182444-d8f1-4827-8df7-94eecba020bb

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Prin Short-Term Income Sa-R6

n/a

cash

$6.2M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Core Plus Bond Sep Acct-Z

Principal

Fixed income

$118,425

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Core Plus Bond Sep Acct-Z

Principal

Fixed income

$694

Dec 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Pooled separate accounts

n/a

$694

Dec 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Commerce Trust

trustee

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Pricewaterhousecoopers LLP

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

UBS Financial Services Inc.

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

PWC US Consulting LLP

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension