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.

unclassified

Principal Bank

unclassifiedIA
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
9 allocators
Schedule C rows
16 rows, $570,636 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wakemed Pension Plan202421 49 50NONE$74,940
Concrete Block Employers Pension Plan202419 27 28NONE$41,174
AS America Brands, Inc. Pension Plan202421 50NONE$33,636
Gerresheimer Glass Salaried Retirement Plan202428 29 50 62 99NONE$6,641
Plymouth Tube Company USA Hourly-Rated Employees' Pension Plan202421 50TRUSTEE$3,193
Concrete Block Employers Pension Plan202319 27 28NONE$69,322
AS America Brands, Inc. Pension Plan202321 50NONE$34,321
American Quarter Horse Association Employee Pension Plan202313 21INVESTMENT MANANGEMENT$26,978
Plymouth Tube Company USA Hourly-Rated Employees' Pension Plan202321 50TRUSTEE$5,976
Gerresheimer Glass Salaried Retirement Plan202328 29 50 62 99NONE$5,600
Smart & Final Pension Plan202210 19 21 25 49 99TRUSTEE$90,324
Concrete Block Employers Pension Plan202219 27 28NONE$72,257
AS America, Inc. Pension Plan202221 50NONE$38,168
Kuehne & Nagel Pension Plan202219 21 65NONE$34,448
American Quarter Horse Association Employee Pension Plan202213 21INVESTMENT MANANGEMENT$26,486
Plymouth Tube Company USA Hourly-Rated Employees' Pension Plan202221 50TRUSTEE$7,172
What changed