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

Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.

Corporate pensionRichburg, SC
Assets
$2.9M
Total assets, Oct 31, 2025 reported
Funded
103.2%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
44
none on the tape
Plan sponsor: Marcegaglia USA, Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.8%
Consultants and advisers
2 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
44 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$34,177 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$160,681 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$123,379 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$114,046 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$35,287 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$21,492 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$83,301 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$20,439 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$43,517 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$707,901 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Equity Income Sa-Zseparate accountPrincipalFixed income$80,916 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$216,348 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$82,362 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$24,060 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$32,038 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$150,877 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$105,118 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$134,101 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$41,850 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$38,981 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$96,468 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$23,357 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$95,282 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$49,241 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$796,390 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$97,869 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$109,147 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$102,188 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$65,614 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$21,092 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$19,883 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$10,455 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$151,801 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Fin Grp, Inc. Stock Sa-R6separate accountPrincipalPublic equity$856,620 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$11,147 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$96,138 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$46,935 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$783,375 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$147,786 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$168,907 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$30,146 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$160,293 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$2.9M Oct 31, 2025 reported Form 5500
$2.9M (2024-10) · $2.7M (2023-10)
Plan assets
$2.9M Nov 1, 2024 reported Form 5500
$2.7M (2023-11) · $3.2M (2022-11)
Net assets
$2.9M Oct 31, 2025 reported Form 5500
$2.9M (2024-10) · $2.7M (2023-10)
Funded ratio
103.2% Nov 1, 2024 reported Form 5500
97.3% (2023-11) · 102.1% (2022-11)
Funding target
$2.7M Nov 1, 2024 reported Form 5500
$3.0M (2023-11) · $3.1M (2022-11)
Discount rate
5.30% Nov 1, 2024 reported Form 5500
5.10% (2023-11) · 5.27% (2022-11)
Participants
144 Nov 1, 2024 reported Form 5500
151 (2023-11) · 155 (2022-11)
Contributions
$27,612 Oct 31, 2025 reported Form 5500
$30,049 (2024-10) · $0 (2023-10)
Benefits paid
$251,058 Oct 31, 2025 reported Form 5500
$265,214 (2024-10) · $285,129 (2023-10)
Net investment income
$-39,536 Oct 31, 2025 reported Form 5500
$224,128 (2024-10) · $-480,248 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025144$2.9M$2.7M103.2%$2.9Mn/an/an/a
2023 to Oct 31, 2024151$2.7M$3.0M97.3%$2.9Mn/an/an/a
2022 to Oct 31, 2023155$3.2M$3.1M102.1%$2.7Mn/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 $30,104 PY2024
  • Prin Midcap Sep Acct-R6 Sched. D P $34,177 PY2024
  • Prin Glbl Emerg Markets Sa-R6 Sched. D P PY2024
  • Prin U.S. Property Sep Acct-R6 Sched. D P $160,681 PY2024
  • Prin Diversified Intl Sa-R6 Sched. D P $123,379 PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $114,046 PY2024
  • Prin Midcap Value I Sa-R6 Sched. D P $35,287 PY2024
  • Prin Midcap Growth III Sa-R6 Sched. D P PY2024
  • Prin Smallcap Growth I Sa-R6 Sched. D P $21,492 PY2024
  • Prin Largecap Growth I Sa-R6 Sched. D P $83,301 PY2024
  • Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P $1.1M PY2024
  • Prin Smallcap Value II Sa-R6 Sched. D P $20,439 PY2024
  • Prin High Income Sep Acct-R6 Sched. D P PY2024
  • Principal Overseas Sep Acct-R6 Sched. D P $43,517 PY2024
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $707,901 PY2024
  • Prin Equity Income Sa-R6 Sched. D P $80,916 PY2024
  • Prin Bond Market Index Sa-R6 Sched. D P $216,348 PY2024
  • Prin High Yield Sep Acct-R6 Sched. D P $82,362 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $22,190 PY2023
  • Principal Global Investors LLC codes 27 50 $5,000 PY2023
  • Prin Diversified Intl Sa-R6 Sched. D P $105,118 PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $134,101 PY2023
  • Prin Midcap Value I Sa-R6 Sched. D P $41,850 PY2023
  • Prin Midcap Growth III Sa-R6 Sched. D P $38,981 PY2023
  • Prin Smallcap Growth I Sa-R6 Sched. D P $24,060 PY2023
  • Prin Largecap Growth I Sa-R6 Sched. D P $96,468 PY2023
  • Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P $1.1M PY2023
  • Prin Smallcap Value II Sa-R6 Sched. D P $23,357 PY2023
  • Prin High Income Sep Acct-R6 Sched. D P $95,282 PY2023
  • Principal Overseas Sep Acct-R6 Sched. D P $49,241 PY2023
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $796,390 PY2023
  • Prin Equity Income Sa-R6 Sched. D P $97,869 PY2023
  • Prin Bond Market Index Sa-R6 Sched. D P $109,147 PY2023
  • Prin Glbl Emerg Markets Sa-R6 Sched. D P $32,038 PY2023
  • Prin U.S. Property Sep Acct-R6 Sched. D P $150,877 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $15,760 PY2022
  • Principal Global Investors LLC codes 27 50 $5,000 PY2022
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $65,614 PY2022
  • Prin Midcap Value I Sa-R6 Sched. D P $21,092 PY2022
  • Prin Midcap Growth III Sa-R6 Sched. D P $19,883 PY2022
  • Prin Smallcap Growth I Sa-R6 Sched. D P $10,455 PY2022
  • Prin Largecap Growth I Sa-R6 Sched. D P $151,801 PY2022
  • Prin Fin Grp, Inc. Stock Sa-R6 Sched. D P $856,620 PY2022
  • Prin Smallcap Value II Sa-R6 Sched. D P $11,147 PY2022
  • Prin High Income Sep Acct-R6 Sched. D P $96,138 PY2022
  • Principal Overseas Sep Acct-R6 Sched. D P $46,935 PY2022
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $783,375 PY2022
  • Prin Equity Income Sa-R6 Sched. D P $147,786 PY2022
  • Prin Bond Market Index Sa-R6 Sched. D P $168,907 PY2022
  • Prin Glbl Emerg Markets Sa-R6 Sched. D P $30,146 PY2022
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2022
  • Prin U.S. Property Sep Acct-R6 Sched. D P $160,293 PY2022
  • Prin Diversified Intl Sa-R6 Sched. D P $102,188 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
9 events
  • Oct 31, 2025Holding started
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. first reports an interest in Prin High Yield Sep Acct-Z (Principal): $82,362 at 2025-10-31
    with Principalaskebsa.dol.gov
  • Oct 31, 2025Holding started
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. first reports an interest in Prin Midcap Sep Acct-Z (Principal): $34,177 at 2025-10-31
    with Principalaskebsa.dol.gov
  • Oct 31, 2025Holding endedinference
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin High Income Sep Acct-Z (Principal) (last held $95,282 at 2024-10-31; absent from the 2025-10-31 filing)
    with Principalaskebsa.dol.gov
  • Oct 31, 2025Holding endedinference
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $32,038 at 2024-10-31; absent from the 2025-10-31 filing)
    with Principalaskebsa.dol.gov
  • Oct 31, 2025Holding endedinference
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $38,981 at 2024-10-31; absent from the 2025-10-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors LLC no longer appears on Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Nov 1, 2024Funded status changed
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. funded ratio 97.2% -> 103.2% (2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Nov 1, 2023Funded status changed
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. funded ratio 102.1% -> 97.2% (2022-11-01 to 2023-11-01)
    askebsa.dol.gov
  • Nov 1, 2023Assets changed
    Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. plan assets $3M -> $3M (-15.2%, 2022-11-01 to 2023-11-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232671480-001
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.