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
Viscofan USA, Inc. Retirement Plan
Corporate pensionBridgewater, NJ
Assets
$12.3M
Total assets, Dec 31, 2024 reported
Funded
97.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: Viscofan USA, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 99.9%
Consultants and advisers
1 firms
- 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
- Principal18 rows, latest Dec 31, 2024
Commitments
18 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 | $133,062 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $242,594 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $321,489 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $122,989 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $390,163 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $886,040 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $85,445 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $634,197 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $2.0M 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 | 126 | $12.3M | $13.0M | 97.2% | $12.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 127 | $11.8M | $13.4M | 97.1% | $12.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 131 | $15.0M | $13.7M | 109.0% | $11.8M | 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 $29,416 PY2024
- Prin Liquid Assets Sep Acct-R4 Sched. D P $133,062 PY2024
- Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $3.2M PY2024
- Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $242,594 PY2024
- Prin Ldi Short Dur Sep Acct-R4 Sched. D P $5.0M PY2024
- Prin Ldi Intrm Dur Sep Acct-R4 Sched. D P $3.4M PY2024
- Prin Intl Equity Index Sa-R4 Sched. D P $321,489 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $21,400 PY2023
- Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $390,163 PY2023
- Prin Liquid Assets Sep Acct-R4 Sched. D P $122,989 PY2023
- Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $3.8M PY2023
- Prin Intl Equity Index Sa-R4 Sched. D P $886,040 PY2023
- Prin Ldi Short Dur Sep Acct-R4 Sched. D P $4.1M PY2023
- Prin Ldi Intrm Dur Sep Acct-R4 Sched. D P $2.9M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $21,900 PY2022
- Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $4.7M PY2022
- Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $634,197 PY2022
- Prin Ldi Short Dur Sep Acct-R4 Sched. D P $3.2M PY2022
- Prin Liquid Assets Sep Acct-R4 Sched. D P $85,445 PY2022
- Prin Ldi Intrm Dur Sep Acct-R4 Sched. D P $2.0M PY2022
- Prin Intl Equity Index Sa-R4 Sched. D P $1.2M PY2022
- Principal Financial Group codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedViscofan USA, Inc. Retirement Plan funded ratio 109.0% -> 97.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedViscofan USA, Inc. Retirement Plan plan assets $15M -> $12M (-21.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 631196441-007
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.