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
Americold Retirement Income Plan
Corporate pensionAtlanta, GA
Assets
$35.0M
Total assets, Dec 31, 2022 reported
Funded
122.2%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
2
none on the tape
Plan sponsor: Americold Logistics, LLC
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 32.9%
- Registered investment companies 67.1%
Consultants and advisers
1 firms
- 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
- Principal2 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Wealthspire Retirement Advisoryplan years 2022
Commitments
2 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 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $9.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 1,498 | $46.9M | $35.1M | 122.2% | $35.0M | 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 $66,497 PY2022
- 401k Advisors codes 28 99 PY2022
- Prin Bond Market Index Sa-Z Sched. D P $9.3M PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2022
- Prin U.S. Property Sa-I5 Sched. D P $2.2M PY2022
- Prin Midcap Sep Acct-I2 Sched. D P PY2022
- Prin Lgcap S&p 500 Index Sa-I4 Sched. D P PY2022
- Prin Smallcap Growth I Sa-I2 Sched. D P PY2022
- Prin High Income Sep Acct-I2 Sched. D P PY2022
- Prin Capital Appr Sa-I1 Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223631006-015
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.