This allocator's name and 22 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Corporate pension in Iowa
Corporate pension, based in Amana, Iowa, reporting $4.1M in assets, for 125 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $4.1M
- Funded ratio
- 80.0%
- Fund commitments
- 9
Nothing material in the last 90 days. Last change: 31 Oct 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Diversified Intl Sa-Z3 commitments
- Prin Lgcp S&p 500 Index Sa-Z3 commitments
- Prin Smcap S&p 600 Index Sa-Z3 commitments
- Principal25 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Principal Global Investors LLC Investment adviser (plan)through Oct 31, 2024 Form 5500
- Principal Financial Group Actuarythrough Oct 31, 2023 Form 5500
- Principal25 rows, latest Oct 31, 2025
- Oct 31, 2025Holding endedinference
- Oct 31, 2025Holding endedinference
- Oct 31, 2024Assets changed$397Kaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Principal Global Investors LLCaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $190,647 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $579,738 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $13,040 held | Disclosed holding | askebsa.dol.gov |
+22 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 125 | $5.8M | $6.5M | 80.0% | $4.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 127 | $5.3M | $6.8M | 80.0% | $4.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 132 | $5.7M | $6.9M | 80.0% | $3.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $67,173 PY2024
- Principal Global Investors, LLC codes 27 50 $5,404 PY2024
- Prin Div Intl Sa-I2 Sched. D P $190,647 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-10-31source
- Holding in a pooled vehicle ended2025-10-31source
- Consultant changed2023-12-31source
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+3 connections on the graph
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