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
MG Retirement Plan
Corporate pensionColumbia, MD
Assets
$11.5M
Total assets, Dec 31, 2024 reported
Funded
73.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: GEA North America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 8.6%
- Registered investment companies 89.7%
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
- Principal6 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 | $302,591 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $686,850 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $290,021 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $564,289 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $294,678 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $441,999 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 | 147 | $11.7M | $16.8M | 73.2% | $11.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 151 | $11.7M | $17.3M | 74.2% | $11.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 148 | $14.9M | $17.5M | 83.3% | $11.7M | 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 $145,166 PY2024
- Prin Liquid Assets Sep Acct-I3 Sched. D P $302,591 PY2024
- Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $686,850 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $141,539 PY2023
- Prin Liquid Assets Sep Acct-I3 Sched. D P $290,021 PY2023
- Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $564,289 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $23,247 PY2022
- Prin Lgcap S&p 500 Index Sa-I3 Sched. D P $441,999 PY2022
- Prin Liquid Assets Sep Acct-I3 Sched. D P $294,678 PY2022
- Principal Financial Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedMG Retirement Plan funded ratio 83.2% -> 74.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMG Retirement Plan plan assets $15M -> $12M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510386399-001
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.