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
IAI North America, Inc. Defined Benefit Pension Plan
Corporate pensionHerndon, VA
Assets
n/a
Total assets, Oct 1, 2023 reported
Funded
105.0%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
2
none on the tape
Plan sponsor: IAI North America, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
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
- Principal2 rows, latest Dec 31, 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 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $16.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 1, 2023 | 458 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 472 | $31.2M | $28.1M | 105.0% | $23.9M | 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 $156,377 PY2023
- Principal Global Investors, LLC codes 27 50 $12,289 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P PY2023
- Prin Intl Equity Index Sa-Z Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Principal Life Insurance Company codes 13 50 64 $117,158 PY2022
- Principal Global Investors, LLC codes 27 50 $15,349 PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $16.1M PY2022
- Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2022
- Prin Intl Smallcap Sep Acct-Z Sched. D P PY2022
- Principal U.S. Property Sa-Z Sched. D P PY2022
- Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2022
- Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2022
- Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $7.8M PY2022
- Prin Intl Equity Index Sa-Z Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
1 events
- Oct 1, 2023Assets changedIAI North America, Inc. Defined Benefit Pension Plan total assets $24M -> $0 (-100.0%, 2022-12-31 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540846186-001
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.