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

Loparex Inc. Cullman Union Retirement Plan

Corporate pensionCary, NC
Assets
$5.3M
Total assets, Dec 31, 2024 reported
Funded
100.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: Loparex, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.9%
Consultants and advisers
1 firms
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
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$147,564 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$368,281 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$498,890 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$453,415 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$148,318 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$78,505 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$332,120 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$78,067 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$176,948 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$329,626 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$625,428 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$219,147 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$377,378 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$399,943 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$238,197 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$81,737 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$82,510 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$38,742 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$561,239 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$39,095 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$218,856 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$182,120 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$564,617 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$623,269 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$116,287 heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$5.3M Dec 31, 2024 reported Form 5500
$5.4M (2023-12)
Plan assets
$5.4M Jan 1, 2024 reported Form 5500
$5.2M (2023-01)
Net assets
$5.3M Dec 31, 2024 reported Form 5500
$5.4M (2023-12)
Funded ratio
100.3% Jan 1, 2024 reported Form 5500
100.8% (2023-01)
Funding target
$5.7M Jan 1, 2024 reported Form 5500
$5.7M (2023-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.20% (2023-01)
Participants
112 Jan 1, 2024 reported Form 5500
113 (2023-01)
Contributions
$6,781 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$391,184 Dec 31, 2024 reported Form 5500
$370,576 (2023-12)
Net investment income
$-53,809 Dec 31, 2024 reported Form 5500
$161,492 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024112$5.4M$5.7M100.3%$5.3Mn/an/an/a
2023 to Dec 31, 2023113$5.2M$5.7M100.8%$5.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $16,647 PY2024
  • Prin Midcap Sep Acct-R4 Sched. D P $147,564 PY2024
  • Prin U.S. Property Sep Acct-R4 Sched. D P $368,281 PY2024
  • Prin Diversified Intl Sa-R4 Sched. D P $498,890 PY2024
  • Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $453,415 PY2024
  • Prin Midcap Value I Sa-R4 Sched. D P $148,318 PY2024
  • Prin Midcap Growth III Sa-R4 Sched. D P PY2024
  • Prin Smallcap Growth I Sa-R4 Sched. D P $78,505 PY2024
  • Prin Largecap Growth I Sa-R4 Sched. D P $332,120 PY2024
  • Prin Smallcap Value II Sa-R4 Sched. D P $78,067 PY2024
  • Prin High Income Sep Acct-R4 Sched. D P PY2024
  • Principal Overseas Sep Acct-R4 Sched. D P $176,948 PY2024
  • Prin Core Fix Inc Sep Acct-R4 Sched. D P $1.9M PY2024
  • Prin Equity Income Sa-R6 Sched. D P $329,626 PY2024
  • Principal Bond Mkt Index Sa-R4 Sched. D P $625,428 PY2024
  • Prin High Yield Sep Acct-R4 Sched. D P $219,147 PY2024
  • Prin Org Emg Mkts Sep Acct Sched. D P PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $20,669 PY2023
  • Prin U.S. Property Sep Acct-R4 Sched. D P $377,378 PY2023
  • Prin Diversified Intl Sa-R4 Sched. D P $399,943 PY2023
  • Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $238,197 PY2023
  • Prin Midcap Value I Sa-R4 Sched. D P $81,737 PY2023
  • Prin Midcap Growth III Sa-R4 Sched. D P $82,510 PY2023
  • Prin Smallcap Growth I Sa-R4 Sched. D P $38,742 PY2023
  • Prin Largecap Growth I Sa-R4 Sched. D P $561,239 PY2023
  • Prin Smallcap Value II Sa-R4 Sched. D P $39,095 PY2023
  • Prin High Income Sep Acct-R4 Sched. D P $218,856 PY2023
  • Principal Overseas Sep Acct-R4 Sched. D P $182,120 PY2023
  • Prin Core Fix Inc Sep Acct-R4 Sched. D P $1.9M PY2023
  • Prin Equity Income Sa-R6 Sched. D P $564,617 PY2023
  • Principal Bond Mkt Index Sa-R4 Sched. D P $623,269 PY2023
  • Prin Org Emg Mkts Sep Acct Sched. D P $116,287 PY2023
  • Prin Intl Smallcap Sep Acct-R4 Sched. D P PY2023
  • Principal Financial Group codes 11 PY2023
What changed
5 events
  • Dec 31, 2024Holding endedinference
    Loparex Inc. Cullman Union Retirement Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $82,510 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Loparex Inc. Cullman Union Retirement Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $116,287 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Loparex Inc. Cullman Union Retirement Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $219,147 at 2024-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Loparex Inc. Cullman Union Retirement Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $218,856 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Loparex Inc. Cullman Union Retirement Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $147,564 at 2024-12-31
    with Principalaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363029659-002
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.