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
Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff
Corporate pensionNEW York, NY
Assets
$11.3M
Total assets, Dec 31, 2024 reported
Funded
93.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Wilson, Elser, Moskowitz, Edelman, & Dicker LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 18.1%
- Registered investment companies 81.5%
Consultants and advisers
2 firms
- Wilshire 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
- Principal8 rows, latest Dec 31, 2024
Commitments
8 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 | $31,091 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $1,529 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $45,583 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $29,502 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $159,356 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $1.4M 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 | 276 | $10.6M | $11.8M | 93.3% | $11.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 289 | $9.8M | $11.9M | 90.0% | $10.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 296 | $14.1M | $12.5M | 105.3% | $9.8M | 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 $48,493 PY2024
- Wilshire Advisors LLC codes 27 72 PY2024
- Prin Liquid Assets Sep Acct-I3 Sched. D P $31,091 PY2024
- Prin Core Plus Bd Sep Acct-R6 Sched. D P $1,529 PY2024
- Prin Largecap Growth I Sa-R6 Sched. D P $2.0M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $47,470 PY2023
- Wilshire Advisors LLC codes 27 72 PY2023
- Prin Core Plus Bd Sep Acct-R6 Sched. D P PY2023
- Prin Liquid Assets Sep Acct-I3 Sched. D P $45,583 PY2023
- Prin Largecap Growth I Sa-R6 Sched. D P $1.8M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $40,250 PY2022
- Wilshire Advisors LLC codes 27 72 PY2022
- Prin Liquid Assets Sep Acct-I3 Sched. D P $29,502 PY2022
- Prin Core Plus Bd Sep Acct-R6 Sched. D P $159,356 PY2022
- Prin Largecap Growth I Sa-R6 Sched. D P $1.4M PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedWilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff funded ratio 90.0% -> 93.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff funded ratio 105.3% -> 90.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWilson, Elser, Moskowitz, Edelman & Dicker, LLP Defined Benefit Plan for Non-Legal Staff plan assets $14M -> $10M (-30.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132679447-001
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.