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AllocatorsPlancorporate pension<100m

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan

Allocators

Urbandale, IA

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Search this name across graphsid dfx:al:e5482ca1-70f8-4784-9966-934b7387da46

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 3:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
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: $20.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 110%
Participants: 197
Commitments: 30with an amount; holdings are counted apart
Managers: 1
Funds: 11
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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; showing 25 of 30

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$10.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$9.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$9.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$3.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$3.3M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$2.8M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.1M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.8M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.7M	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$1.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$720,978	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$563,448	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$547,559	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$250,996	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$249,263	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$245,837	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$181,828	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$169,694	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$120,821	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$118,701	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; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	93	$18.6M	Dec 31, 2024	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	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Midwest Family Mutual Insurance CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Global Investors LLCInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 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 Midwest Family Mutual Insurance Company Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Principal Global Investors LLC Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $169,694 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$169,694
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $105,469 at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 5 days ago
$105,469

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan funded ratio 115.0% -> 110.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan plan assets $26M -> $19M (-26.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan funded ratio 154.0% -> 115.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e5482ca1-70f8-4784-9966-934b7387da46
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan

Allocators

Urbandale, IA

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:e5482ca1-70f8-4784-9966-934b7387da46

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