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

Nelda C. and H.J. Lutcher Stark Fndtn Plan

Corporate pensionOrange, TX

Assets

$19.4M

Total assets, Dec 31, 2024 reported

Funded

127.6%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Nelda C. and H J Lutcher Stark Foundation

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Pooled separate accounts 94.8%

Consultants and advisers

2 firms

Principal Global Investors LLC 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

Principal42 rows, latest Dec 31, 2024

Commitments

42 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Prin Midcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$636,783 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Midcap Value I Sa-Zseparate account	Principal	Pooled vehicles	$639,975 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$344,165 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Smcap Value II Sep Acct-Zseparate account	Principal	Pooled vehicles	$342,256 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal Overseas Sep Acct-Zseparate account	Principal	Pooled vehicles	$758,913 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Core Fix Inc Sep Acct-Zseparate account	Principal	Pooled vehicles	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prin High Yield Sep Acct-Zseparate account	Principal	Fixed income	$605,172 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$985,004 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Value I Sa-Zseparate account	Principal	Pooled vehicles	$312,981 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Midcap Growth III Sa-Zseparate account	Principal	Pooled vehicles	$317,178 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$155,207 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Smcap Value II Sep Acct-Zseparate account	Principal	Pooled vehicles	$160,367 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin High Income Sep Acct-Zseparate account	Principal	Fixed income	$552,297 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Principal Overseas Sep Acct-Zseparate account	Principal	Pooled vehicles	$711,195 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Core Fix Inc Sep Acct-Zseparate account	Principal	Pooled vehicles	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Org Emg Mkts Sep Acct-Zseparate account	Principal	Pooled vehicles	$444,275 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Intl Smallcap Sep Acct-Zseparate account	Principal	Pooled vehicles	$192,487 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Diversified Intl Sa-Zseparate account	Principal	Hedge / diversifiers	$942,245 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$638,156 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Midcap Value I Sa-Zseparate account	Principal	Pooled vehicles	$221,446 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Midcap Growth III Sa-Zseparate account	Principal	Pooled vehicles	$215,490 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Smcap Growth I Sep Acct-Zseparate account	Principal	Pooled vehicles	$101,905 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Largecap Growth I Sa-Zseparate account	Principal	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Smcap Value II Sep Acct-Zseparate account	Principal	Pooled vehicles	$102,833 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin High Income Sep Acct-Zseparate account	Principal	Fixed income	$594,687 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Principal Overseas Sep Acct-Zseparate account	Principal	Pooled vehicles	$401,433 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Core Fix Inc Sep Acct-Zseparate account	Principal	Pooled vehicles	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Equity Income Sa-Zseparate account	Principal	Fixed income	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Bond Market Index Sa-Zseparate account	Principal	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Prin Org Emg Mkts Sep Acct-Zseparate account	Principal	Pooled vehicles	$329,271 held	Disclosed holding	askebsa.dol.gov

Size and funding

31 readings

Total assets

$19.4M Dec 31, 2024 reported Form 5500

$18.0M (2023-12) · $15.8M (2022-12)

Plan assets

$18.0M Jan 1, 2024 reported Form 5500

$15.8M (2023-01) · $19.1M (2022-01)

Net assets

$19.4M Dec 31, 2024 reported Form 5500

$18.0M (2023-12) · $15.8M (2022-12)

Funded ratio

127.6% Jan 1, 2024 reported Form 5500

128.7% (2023-01) · 139.8% (2022-01)

Funding target

$14.6M Jan 1, 2024 reported Form 5500

$13.5M (2023-01) · $13.2M (2022-01)

Discount rate

5.17% Jan 1, 2024 reported Form 5500

5.30% (2023-01) · 5.46% (2022-01)

Participants

137 Jan 1, 2024 reported Form 5500

118 (2023-01) · 125 (2022-01)

Contributions

$1.0M Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $1.0M (2022-12)

Benefits paid

$1.1M Dec 31, 2024 reported Form 5500

$615,717 (2023-12) · $1.6M (2022-12)

Net investment income

$1.3M Dec 31, 2024 reported Form 5500

$2.2M (2023-12) · $-3.3M (2022-12)

Investment management fees

$8,470 Dec 31, 2022 reported Form 5500

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	137	$18.0M	$14.6M	127.6%	$19.4M	n/a	n/a	n/a
2023 to Dec 31, 2023	118	$15.8M	$13.5M	128.7%	$18.0M	n/a	n/a	n/a
2022 to Dec 31, 2022	125	$19.1M	$13.2M	139.8%	$15.8M	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 $38,716 PY2024
Prin Midcap Sep Acct-Z Sched. D P $636,783 PY2024
Principal U.S. Property Sa-Z Sched. D P $1.3M PY2024
Prin Diversified Intl Sa-Z Sched. D P $2.1M PY2024
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.9M PY2024
Prin Midcap Value I Sa-Z Sched. D P $639,975 PY2024
Prin Midcap Growth III Sa-Z Sched. D P PY2024
Prin Smcap Growth I Sep Acct-Z Sched. D P $344,165 PY2024
Prin Largecap Growth I Sa-Z Sched. D P $1.4M PY2024
Prin Smcap Value II Sep Acct-Z Sched. D P $342,256 PY2024
Prin High Income Sep Acct-Z Sched. D P PY2024
Principal Overseas Sep Acct-Z Sched. D P $758,913 PY2024
Prin Core Fix Inc Sep Acct-Z Sched. D P $5.2M PY2024
Prin Equity Income Sa-Z Sched. D P $1.4M PY2024
Prin Bond Market Index Sa-Z Sched. D P $1.7M PY2024
Prin High Yield Sep Acct-Z Sched. D P $605,172 PY2024
Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
Principal Financial Group codes 11 PY2024
Principal Life Insurance Company codes 13 50 64 $11,136 PY2023
Principal U.S. Property Sa-Z Sched. D P $1.2M PY2023
Prin Diversified Intl Sa-Z Sched. D P $1.6M PY2023
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $985,004 PY2023
Prin Midcap Value I Sa-Z Sched. D P $312,981 PY2023
Prin Midcap Growth III Sa-Z Sched. D P $317,178 PY2023
Prin Smcap Growth I Sep Acct-Z Sched. D P $155,207 PY2023
Prin Largecap Growth I Sa-Z Sched. D P $2.3M PY2023
Prin Smcap Value II Sep Acct-Z Sched. D P $160,367 PY2023
Prin High Income Sep Acct-Z Sched. D P $552,297 PY2023
Principal Overseas Sep Acct-Z Sched. D P $711,195 PY2023
Prin Core Fix Inc Sep Acct-Z Sched. D P $4.7M PY2023
Prin Equity Income Sa-Z Sched. D P $2.2M PY2023
Prin Bond Market Index Sa-Z Sched. D P $1.4M PY2023
Prin Org Emg Mkts Sep Acct-Z Sched. D P $444,275 PY2023
Prin Intl Smallcap Sep Acct-Z Sched. D P PY2023
Principal Financial Group codes 11 PY2023
Principal Life Insurance Company codes 13 50 64 $23,797 PY2022
Principal Global Investors LLC codes 27 50 $8,470 PY2022
Principal U.S. Property Sa-Z Sched. D P $1.3M PY2022
Prin Diversified Intl Sa-Z Sched. D P $942,245 PY2022
Prin Lgcp S&p 500 Index Sa-Z Sched. D P $638,156 PY2022
Prin Midcap Value I Sa-Z Sched. D P $221,446 PY2022
Prin Midcap Growth III Sa-Z Sched. D P $215,490 PY2022
Prin Smcap Growth I Sep Acct-Z Sched. D P $101,905 PY2022
Prin Largecap Growth I Sa-Z Sched. D P $1.5M PY2022
Prin Smcap Value II Sep Acct-Z Sched. D P $102,833 PY2022
Prin High Income Sep Acct-Z Sched. D P $594,687 PY2022
Principal Overseas Sep Acct-Z Sched. D P $401,433 PY2022
Prin Core Fix Inc Sep Acct-Z Sched. D P $5.1M PY2022
Prin Equity Income Sa-Z Sched. D P $1.5M PY2022
Prin Bond Market Index Sa-Z Sched. D P $1.7M PY2022
Prin Org Emg Mkts Sep Acct-Z Sched. D P $329,271 PY2022
Prin Intl Smallcap Sep Acct-Z Sched. D P $192,487 PY2022
Principal Financial Group codes 11 PY2022

What changed

11 events

Dec 31, 2024Holding started
Nelda C. and H.J. Lutcher Stark Fndtn Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $605,172 at 2024-12-31
with Principalaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Nelda C. and H.J. Lutcher Stark Fndtn Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $552,297 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Nelda C. and H.J. Lutcher Stark Fndtn Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $444,275 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2024Holding started
Nelda C. and H.J. Lutcher Stark Fndtn Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $636,783 at 2024-12-31
with Principalaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Nelda C. and H.J. Lutcher Stark Fndtn Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $317,178 at 2023-12-31; absent from the 2024-12-31 filing)
with Principalaskebsa.dol.gov
Jan 1, 2024Assets changed
Nelda C. and H.J. Lutcher Stark Fndtn Plan plan assets $16M -> $18M (+14.0%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Nelda C. and H.J. Lutcher Stark Fndtn Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $192,487 at 2022-12-31; absent from the 2023-12-31 filing)
with Principalaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
Principal Global Investors LLC no longer appears on Nelda C. and H.J. Lutcher Stark Fndtn Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Principal Global Investors LLCaskebsa.dol.gov
Dec 31, 2023Assets changed
Nelda C. and H.J. Lutcher Stark Fndtn Plan total assets $16M -> $18M (+14.0%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Nelda C. and H.J. Lutcher Stark Fndtn Plan funded ratio 139.8% -> 128.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Nelda C. and H.J. Lutcher Stark Fndtn Plan plan assets $19M -> $16M (-17.4%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 746047440-001

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.