Joseph Durby signed DES Moines Iron Workers Pension Trust Board of Trustees' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DES Moines Iron Workers Pension Trust Board of Trustees' EIN is 42-6242674.
Download the official 2023 Form 5500 (PDF) for DES Moines Iron Workers Pension Trust Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | CHICAGO, IL | — | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1975125 | MINNEAPOLIS, MN | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DODGE & COX INCOME FUND CL I | Mutual Funds | — | $22.7M | $21.1M | 28.0% | |
| AMERICAN EUROPACIFIC GROWTH FUND F3 | Other securities | — | $10.0M | $11.2M | 14.9% | |
| HARBOR CAPITAL APPRECIATION INST #12 - REINVEST | Other securities | — | $3.6M | $7.2M | 9.6% | |
| DODGE & COX STOCK FUND CL I | Mutual Funds | — | $4.9M | $6.9M | 9.2% | |
| JPMORGAN EMERGING MARKETS EQUITY FD R6 | Other securities | — | $5.2M | $6.2M | 8.2% | |
| INVESCO STEELPATH MLP SELECT 40 R6 | Mutual Funds | — | $839K | $5.0M | 6.7% | |
| DWS REAL ASSETS R6 | Other securities | — | $3.1M | $3.1M | 4.1% | |
| BOYD WATTERSON STATE GOVERNMENT FUND, LP | Other securities | — | $3.6M | $3.1M | 4.1% | |
| ARTISAN HIGH INCOME INSTL | Other securities | — | $3.2M | $3.0M | 4.0% | |
| INVESCO SMALL CAP VALUE Y | Mutual Funds | — | $734K | $2.4M | 3.2% | |
| CONESTOGA SMALL CAP INSTL | Other securities | — | $1.3M | $2.4M | 3.2% | |
| VANGUARD INFLATION-PROTECTED SECURITIES | Mutual Funds | — | $1.6M | $1.4M | 1.9% | |
| COHEN & STEERS INSTL REALTY | Other securities | — | $982K | $1.2M | 1.6% | |
| INSTL Insured Money Market | Cash / Money Market | — | $806 | $806 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $149K |
| — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | OMAHA, NE | — | $30K | — |
| MELISSA BAILEY | 42-0842882 | DES MOINES, IA | — | $29K | — |
| CEDAR RAPIDS BANK & TRUST | 42-1524302 | CEDAR RAPIDS, IA | — | $21K | — |
| BLAKE & UHLIG, P.A. | 48-0918231 | KANSAS CITY, KS | — | $11K | — |
| COMMUNITY STATE BANK | 42-0839178 | JOHNSTON, IA | — | $9K | — |
