DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
All-State International, Inc. Retirement Plan
Corporate pensionCranford, NJ
Assets
n/a
Total assets, Dec 20, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2022
Commitments
6
none on the tape
Plan sponsor: All-State International, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- Global Retirement Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal6 rows, latest Dec 31, 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $747,310 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Glbl Emerg Markets Sa-Zseparate account | Principal | Pooled vehicles | $286,534 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $410,768 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 20, 2024 | 230 | $7.7M | $9.7M | 80.0% | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 238 | $10.6M | $10.8M | 97.7% | $6.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $78,229 PY2024
- Global Retirement Partners LLC codes 27 99 PY2024
- Prin Glbl Emerg Markets Sa-Z Sched. D P PY2024
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2024
- Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P PY2024
- Prin Intl Equity Index Sa-Z Sched. D P PY2024
- Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2024
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $78,470 PY2022
- Global Retirement Partners LLC codes 27 99 PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $1.6M PY2022
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P PY2022
- Prin Glbl Emerg Markets Sa-Z Sched. D P $286,534 PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.3M PY2022
- Prin Smcap S&p 600 Index Sa-Z Sched. D P $410,768 PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $1.3M PY2022
- Prin Intl Equity Index Sa-Z Sched. D P $747,310 PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Dec 20, 2024Assets changedAll-State International, Inc. Retirement Plan total assets $7M -> $0 (-100.0%, 2022-12-31 to 2024-12-20)
- Jan 1, 2024Funded status changedAll-State International, Inc. Retirement Plan funded ratio 97.7% -> 80.0% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAll-State International, Inc. Retirement Plan plan assets $11M -> $8M (-27.1%, 2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221496795-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.