Cowles Company Retirement Plan
Corporate pension, based in Spokane, Washington, for 365 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Principal Global Investors, LLC appears on Cowles Company Retirement Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024).
3 more advisers, 6 more commitments and 9 more dated events
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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Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z3 commitments
- Prin Largecap Growth I Sa-Z1 commitment
- Prin Lgcp S&p 500 Index Sa-Z1 commitment
- Principal9 commitments
Relationship network
32 connected entities9 observed commitments3 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.2%
- Corporate debt instruments (other) 57.4%
- U.S. Government securities 23.1%
- Other investments 3.8%
- Pooled separate accounts 1.9%
Consultants and advisers
- Principal Global Investors LLC Investment adviser (plan)through Sep 16, 2025 Form 5500
- D.A. Davidson & Co. Investment adviser (plan)through Sep 16, 2025 Form 5500
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal9 rows, latest Dec 31, 2024
What changed
- Dec 31, 2025Consultant changedinferencePrincipal Global Investors, LLC appears on Cowles Company Retirement Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Principal Global Investors LLCaskebsa.dol.gov
- Sep 16, 2025Assets changedCowles Company Retirement Plan total assets $87M -> $0 (-100.0%, 2024-12-31 to 2025-09-16)
- Dec 31, 2024Assets changedCowles Company Retirement Plan total assets $107M -> $87M (-18.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCowles Company Retirement Plan funded ratio 97.5% -> 100.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceCowles Company Retirement Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov |
+6 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 $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Sep 16, 2025 | 365 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 425 | $107M | $111M | 100.5% | $87.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,077 | $107M | $118M | 97.5% | $107M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,134 | $140M | $119M | 113.7% | $107M | Not disclosed | Not disclosed | Not disclosed |
- Agilis codes 11 50 $92,768 PY2025
- Bankers Trust Company codes 21 50 $54,753 PY2025
- Principal Life Insurance Company codes 13 50 64 $24,408 PY2025
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: assets.
Cowles Company Retirement Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2025-12-31source on record
- Total assets changed2025-09-16source on record
- Total assets changed2024-12-31source on record
+11 more changes on this record's ledger
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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
+7 connections on the graph
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