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

Maul Technology Pension Plan

Corporate pensionWinchester, IN
Assets
$8.0M
Total assets, Jul 31, 2025 reported
Funded
109.7%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
27
none on the tape
Plan sponsor: Maul Technology, a Division of Vhc, Ltd.
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.8%
  • Registered investment companies 0.2%
Consultants and advisers
3 firms
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
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2025Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$299,802 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$357,982 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$736,589 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$128,823 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$381,924 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$35,249 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$938,195 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$470,297 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$344,095 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$712,074 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$146,371 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$397,807 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$38,740 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$854,577 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$672,121 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$274,437 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$342,317 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$678,944 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$137,433 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$367,638 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$108,237 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$843,846 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$704,160 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$282,576 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$8.0M Jul 31, 2025 reported Form 5500
$7.7M (2024-07) · $7.4M (2023-07)
Plan assets
$7.7M Aug 1, 2024 reported Form 5500
$7.4M (2023-08) · $7.4M (2022-08)
Net assets
$8.0M Jul 31, 2025 reported Form 5500
$7.7M (2024-07) · $7.4M (2023-07)
Funded ratio
109.7% Aug 1, 2024 reported Form 5500
97.7% (2023-08) · 95.1% (2022-08)
Funding target
$7.0M Aug 1, 2024 reported Form 5500
$7.6M (2023-08) · $7.8M (2022-08)
Discount rate
5.18% Aug 1, 2024 reported Form 5500
5.09% (2023-08) · 5.25% (2022-08)
Participants
154 Aug 1, 2024 reported Form 5500
159 (2023-08) · 161 (2022-08)
Contributions
$0 Jul 31, 2025 reported Form 5500
$22,328 (2024-07) · $125,090 (2023-07)
Benefits paid
$687,163 Jul 31, 2025 reported Form 5500
$707,842 (2024-07) · $742,673 (2023-07)
Net investment income
$248,606 Jul 31, 2025 reported Form 5500
$315,868 (2024-07) · $-21,160 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 2025154$7.7M$7.0M109.7%$8.0Mn/an/an/a
2023 to Jul 31, 2024159$7.4M$7.6M97.7%$7.7Mn/an/an/a
2022 to Jul 31, 2023161$7.4M$7.8M95.1%$7.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $82,564 PY2024
  • Wilshire Advisors LLC codes 27 72 PY2024
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $357,982 PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $736,589 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.6M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $128,823 PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $381,924 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $35,249 PY2024
  • Principal Overseas Sep Acct-Z Sched. D P $938,195 PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $470,297 PY2024
  • Prin Glbl Emerg Markets Sa-Z Sched. D P $299,802 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $80,268 PY2023
  • Wilshire Advisors LLC codes 27 72 PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $397,807 PY2023
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $344,095 PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $712,074 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $4.3M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $146,371 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $38,740 PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $854,577 PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $672,121 PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $274,437 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $115,090 PY2022
  • Wilshire Advisors LLC codes 27 72 PY2022
  • Edward Jones codes 27 99 PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $342,317 PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $678,944 PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.8M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $137,433 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $367,638 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $108,237 PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $843,846 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $704,160 PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $282,576 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
5 events
  • Jul 31, 2025Holding started
    Maul Technology Pension Plan first reports an interest in Prin Glbl Emerg Markets Sa-Z (Principal): $299,802 at 2025-07-31
    with Principalaskebsa.dol.gov
  • Jul 31, 2025Holding endedinference
    Maul Technology Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $274,437 at 2024-07-31; absent from the 2025-07-31 filing)
    with Principalaskebsa.dol.gov
  • Aug 1, 2024Funded status changed
    Maul Technology Pension Plan funded ratio 97.7% -> 109.7% (2023-08-01 to 2024-08-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Edward Jones no longer appears on Maul Technology Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Edward Jonesaskebsa.dol.gov
  • Aug 1, 2023Funded status changed
    Maul Technology Pension Plan funded ratio 95.1% -> 97.7% (2022-08-01 to 2023-08-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133414104-001
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.