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
Retirement Plan for Bargaining Unit Employees of Landis+gyr
Corporate pensionAlpharetta, GA
Assets
$12.4M
Total assets, Dec 31, 2024 reported
Funded
117.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Landis+gyr Technology, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 32.4%
- Pooled separate accounts 4.6%
- Registered investment companies 62.9%
Consultants and advisers
3 firms
- Cambridge Investment Research Inc Investment adviser (plan)through Dec 31, 2024 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2023 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
- Principal3 rows, latest Dec 31, 2024
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, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $572,484 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Core Bond R1 Fundcollective trust | Great Gray Trust Company | Fixed income | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $759,769 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Core Bond R1 Fundcollective trust | Great Gray Trust Company | Fixed income | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $86,526 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Bond R1 Fundcollective trust | Wilmington Trust | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 314 | $13.2M | $12.1M | 117.9% | $12.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 330 | $13.0M | $13.2M | 109.0% | $13.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 340 | $17.9M | $13.3M | 134.7% | $13.0M | 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 $103,728 PY2024
- Cambridge Investment Research Inc codes 27 99 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $572,484 PY2024
- Core Bond R1 Fund Sched. D C $4.0M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $102,500 PY2023
- Kruggel, Lawton & Co LLC codes 10 50 $14,000 PY2023
- Principal Global Investors LLC codes 27 99 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $759,769 PY2023
- Core Bond R1 Fund Sched. D C $3.0M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $132,810 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $86,526 PY2022
- Core Bond R1 Fund Sched. D C $2.8M PY2022
- Principal Financial Group codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceCambridge Investment Research Inc appears on Retirement Plan for Bargaining Unit Employees of Landis+gyr's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Cambridge Investment Research Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePrincipal Global Investors LLC no longer appears on Retirement Plan for Bargaining Unit Employees of Landis+gyr's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Global Investors LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Bargaining Unit Employees of Landis+gyr funded ratio 109.0% -> 117.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferencePrincipal Global Investors LLC appears on Retirement Plan for Bargaining Unit Employees of Landis+gyr's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Principal Global Investors LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Bargaining Unit Employees of Landis+gyr funded ratio 134.7% -> 109.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Bargaining Unit Employees of Landis+gyr plan assets $18M -> $13M (-27.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 201399908-006
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.