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AllocatorsPlancorporate pension<100m

Duncan Employees Security Plan

Allocators

Indianapolis, IN

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Search this name across graphsid dfx:al:c4c3ce7e-af14-4d52-8b01-e83262b5c81e

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, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 15
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: $14.9Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 138%
Participants: 230
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 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
Separate Account II	American United Life Insurance Co.	Pooled vehicle	$13.9M	Dec 31, 2025	Separate account	Dol form 5500 pension
Separate Account II	American United Life Insurance Co.	Pooled vehicle	$12.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Real Estate Secs Sa-Z	Principal	Real estate	$781,655	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$366,658	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Smcap Growth I Sep Acct-Z	Principal	Pooled vehicle	$265,636	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Blue Chip Sa-Z	Principal	Pooled vehicle	$174,237	Dec 31, 2022	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; 7 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Registered investment companies	n/a	n/a	n/a	93	$13.9M	Dec 31, 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
October Three Consulting LLC	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Mccready and Keene, Inc.	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wilshire	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Duncan Supply Co.,inc.Plan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (4)

→ October Three Consulting LLCInvestment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Mccready and Keene, Inc.Investment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ WilshireInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Duncan Employees Security Plan no longer reports Prin Smcap Growth I Sep Acct-Z (Principal) (last held $265,636 at 2022-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 3 days ago
$265,636
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Duncan Employees Security Plan first reports an interest in Separate Account II (American United Life Insurance Co.): $12M at 2024-12-31
American United Life Insurance Co.Form 5500observed 3 days ago
$12.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Duncan Employees Security Plan no longer reports Prin Real Estate Secs Sa-Z (Principal) (last held $781,655 at 2022-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 3 days ago
$781,655
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Duncan Employees Security Plan no longer reports Prin Blue Chip Sa-Z (Principal) (last held $174,237 at 2022-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 3 days ago
$174,237
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Duncan Employees Security Plan no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $366,658 at 2022-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 3 days ago
$366,658
Occurred
Dec 31, 2023
Consultant changed
Wilshire Advisors LLC no longer appears on Duncan Employees Security Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Wilshire Form 5500observed 3 days ago

Show 9 bookkeeping events

Occurred
Dec 31, 2025
Duncan Employees Security Plan total assets $13M -> $15M (+10.6%, 2024-12-31 to 2025-12-31)
Occurred
Jan 1, 2025
Duncan Employees Security Plan funded ratio 112.5% -> 138.3% (2024-01-01 to 2025-01-01)
Occurred
Jan 1, 2025
Duncan Employees Security Plan plan assets $11M -> $13M (+25.2%, 2024-01-01 to 2025-01-01)
Occurred
Dec 31, 2024
Duncan Employees Security Plan total assets $11M -> $13M (+25.4%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Duncan Employees Security Plan funded ratio 93.7% -> 112.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Duncan Employees Security Plan plan assets $8M -> $11M (+36.7%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Duncan Employees Security Plan total assets $8M -> $11M (+36.8%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Duncan Employees Security Plan funded ratio 120.4% -> 93.7% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Duncan Employees Security Plan plan assets $12M -> $8M (-33.3%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c4c3ce7e-af14-4d52-8b01-e83262b5c81e
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.