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
The People-To-People Health Foundation, Inc. Pension Plan
Corporate pensionWashington, DC
Assets
$26.5M
Total assets, Dec 31, 2024 reported
Funded
89.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
none on the tape
Plan sponsor: The People-To-People Foundation, Inc. Project Hope Health Sciences Ed
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 9.5%
- Pooled separate accounts 13.2%
- Registered investment companies 77.3%
Consultants and advisers
2 firms
- RBC Wealth Management 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
- Principal16 rows, latest Dec 31, 2024
Commitments
16 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 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $853,669 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $269,411 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Gl Real Est Sec Sa-Zseparate account | Principal | Pooled vehicles | $65,850 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $849,864 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $153,569 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Gl Real Est Sec Sa-Zseparate account | Principal | Pooled vehicles | $169,224 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $941,763 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Largecap Growth I Sa-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $128,619 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Gl Real Est Sec Sa-Zseparate account | Principal | Pooled vehicles | $312,640 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$50,365 (2023-12) · $54,476 (2022-12)
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 | 206 | $26.3M | $29.8M | 89.1% | $26.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 209 | $24.8M | $30.3M | 87.8% | $26.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 211 | $31.3M | $29.9M | 97.3% | $25.0M | 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 $104,131 PY2024
- Investment Advisor codes 27 50 $54,729 PY2024
- Prin Largecap Growth I Sa-Z Sched. D P $2.3M PY2024
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $269,411 PY2024
- Principal U.S. Property Sa-Z Sched. D P $853,669 PY2024
- Prin Gl Real Est Sec Sa-Z Sched. D P $65,850 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $71,696 PY2023
- Investment Advisor codes 27 50 $50,365 PY2023
- Prudential Retirement Ins Co codes 15 38 50 $35,805 PY2023
- Prin Largecap Growth I Sa-Z Sched. D P $2.1M PY2023
- Principal U.S. Property Sa-Z Sched. D P $849,864 PY2023
- Prin Lgcap S&p 500 Index Sa-R6 Sched. D P PY2023
- Prin Smcap S&p 600 Index Sa-R6 Sched. D P PY2023
- Prin Midcap S&p 400 Idx Sa-R6 Sched. D P PY2023
- Prin Intl Equity Index Sa-R6 Sched. D P PY2023
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $153,569 PY2023
- Prin Gl Real Est Sec Sa-Z Sched. D P $169,224 PY2023
- Principal Financial Group codes 11 PY2023
- Investment Advisor Ops codes 27 50 $54,476 PY2022
- Prudential Retirement Ins Co codes 15 38 50 $44,368 PY2022
- Principal Life Insurance Company codes 13 50 64 $1,064 PY2022
- Prin Midcap S&p 400 Idx Sa-R6 Sched. D P $2.3M PY2022
- Prin Largecap Growth I Sa-R6 Sched. D P $1.6M PY2022
- Prin Ldi Short Dur Sep Acct-R6 Sched. D P $128,619 PY2022
- Prin U.S. Property Sep Acct-R6 Sched. D P $941,763 PY2022
- Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $2.0M PY2022
- Prin Smcap S&p 600 Index Sa-R6 Sched. D P $1.0M PY2022
- Prin Gl Real Est Sec Sa-R6 Sched. D P $312,640 PY2022
- Prin Intl Equity Index Sa-R6 Sched. D P $1.3M PY2022
- Principal Financial Group codes 11 PY2022
What changed
6 events
- Dec 31, 2023Holding endedinferenceThe People-To-People Health Foundation, Inc. Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceThe People-To-People Health Foundation, Inc. Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceThe People-To-People Health Foundation, Inc. Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceThe People-To-People Health Foundation, Inc. Pension Plan no longer reports Prin Intl Equity Index Sa-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe People-To-People Health Foundation, Inc. Pension Plan funded ratio 97.3% -> 87.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe People-To-People Health Foundation, Inc. Pension Plan plan assets $31M -> $25M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530242962-001
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.