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
United Ohio Insurance Company Pension Plan
Corporate pensionBucyrus, OH
Assets
$25.4M
Total assets, Jul 31, 2025 reported
Funded
101.2%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
13
none on the tape
Plan sponsor: United Ohio Insurance Company
Allocation policy
Form 5500, as of Jul 31, 2025
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 Jul 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Jul 31, 2023 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
- Principal13 rows, latest Jul 31, 2025
Commitments
13 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 Jul 31, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $15.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $16.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $491,373 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $965,382 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Prin High Income Sep Acct-Zseparate account | Principal | Fixed income | $814,762 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Prin Core Fix Inc Sep Acct-Zseparate account | Principal | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $2.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$14,547 (2024-07) · $14,028 (2023-07)
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 Jul 31, 2025 | 116 | $26.5M | $23.9M | 101.2% | $25.4M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 127 | $25.3M | $23.9M | 103.0% | $26.5M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 248 | $25.3M | $22.8M | 107.8% | $25.3M | 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 $24,054 PY2024
- Principal Global Investors, LLC codes 27 50 $18,561 PY2024
- Prin Ldi Long Duration Sa-R6 Sched. D P $10.2M PY2024
- Prin U.S. Property Sep Acct-R6 Sched. D P PY2024
- Prin Bond Market Index Sa-R6 Sched. D P PY2024
- Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $15.2M PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $28,420 PY2023
- Principal Global Investors, LLC codes 27 50 $14,547 PY2023
- Prin Intl Equity Index Sa-R6 Sched. D P PY2023
- Prin U.S. Property Sep Acct-R6 Sched. D P $1.3M 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 High Income Sep Acct-R6 Sched. D P PY2023
- Prin Ldi Long Duration Sa-R6 Sched. D P $9.2M PY2023
- Prin Core Fix Inc Sep Acct-R6 Sched. D P PY2023
- Prin Bond Market Index Sa-R6 Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $16.0M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Global Investors LLC codes 27 50 $14,028 PY2022
- Principal Life Insurance Company codes 13 50 64 $10,460 PY2022
- Prin Diversified Intl Sa-R6 Sched. D P PY2022
- Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $8.2M PY2022
- Prin Smcap S&p 600 Index Sa-R6 Sched. D P $491,373 PY2022
- Prin Midcap S&p 400 Idx Sa-R6 Sched. D P $965,382 PY2022
- Prin High Income Sep Acct-R6 Sched. D P $814,762 PY2022
- Principal Overseas Sep Acct-R6 Sched. D P PY2022
- Prin Core Fix Inc Sep Acct-R6 Sched. D P $6.9M PY2022
- Prin Intl Equity Index Sa-R6 Sched. D P $4.1M PY2022
- Prin Bond Market Index Sa-R6 Sched. D P $2.2M PY2022
- Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2022
- Prin U.S. Property Sep Acct-R6 Sched. D P $1.8M PY2022
- Prin Org Emg Mkts Sep Acct Sched. D P PY2022
- Principal Financial Group codes 11 PY2022
What changed
11 events
- Jul 31, 2025Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $1M at 2024-07-31; absent from the 2025-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $491,373 at 2023-07-31; absent from the 2024-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $7M at 2023-07-31; absent from the 2024-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $8M at 2023-07-31; absent from the 2024-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding startedUnited Ohio Insurance Company Pension Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $16M at 2024-07-31with Principalaskebsa.dol.gov
- Jul 31, 2024Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Prin Intl Equity Index Sa-Z (Principal) (last held $4M at 2023-07-31; absent from the 2024-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $965,382 at 2023-07-31; absent from the 2024-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $814,762 at 2023-07-31; absent from the 2024-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding endedinferenceUnited Ohio Insurance Company Pension Plan no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $2M at 2023-07-31; absent from the 2024-07-31 filing)with Principalaskebsa.dol.gov
- Jul 31, 2024Holding startedUnited Ohio Insurance Company Pension Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $9M at 2024-07-31with Principalaskebsa.dol.gov
- Aug 1, 2023Funded status changedUnited Ohio Insurance Company Pension Plan funded ratio 107.8% -> 103.0% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341008736-001
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.