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AllocatorsP•••corporate pension<100m

U••••• W•• o• C•••••• I• R••••••••• P•••

Allocators

DES Moines, IA

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Search this name across graphsid dfx:al:f3dd5286-445a-4221-8faf-f9f137ff8997

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
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: $0latest reading; see basis
Assets as of: Nov 30, 2023
Assets basis: REPORTED
Participants: 370
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• L•• I•••• D•• S•• A•••••	P••••••••	Pooled vehicle	$25.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
P••• L•• L••• D••••••• S•••	P••••••••	Fixed income	$23.3M

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	2	$803,942	Dec 31, 2022	Derived
Pooled separate accounts	n/a	n/a	n/a	98

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
H•• I•••••••••	Investment adviser	Jan 1, 2023	Nov 30, 2023	no	fact	Dol form 5500 pension
P•••••••• G••••• I•••••••• L••	Investment adviser	Jan 1, 2023	Nov 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← United Way of C•••••• IowaPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ C••••••••• P•••••••• L••Investment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ H•• I•••••••••Investment consultantInvestment adviser
Jan 1, 2023 to Nov 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
BCG Pension Risk appears on U••••• W•• o• C•••••• I• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
H•• I•••••••••Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
P•••••••• G••••• I•••••••• L•• appears on U••••• W•• o• C•••••• I• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
P•••••••• G••••• I•••••••• L••Form 5500observed 7 days ago

Show 1 bookkeeping events

Occurred
Nov 30, 2023

Provenance

Graph: Allocators
Canonical id: dfx:al:f3dd5286-445a-4221-8faf-f9f137ff8997
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.