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 Global Investors LLC

unclassified
Advisory clients on the tape
106
Schedule C, ACFR
Public-system clients
0
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
106 allocators
Other roles
4 allocators
Schedule C rows
259 rows, $31.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202528 68NONE$206,964
Pension Plan for Employees of the Charles Stewart Mott Foundation202527 50INVESTMENT ADVISORY$27,014
Cowles Company Retirement Plan202527 50INVESTMENT ADVISORY$18,099
Advanced Ent Cash Balance Plan202525 27 28INVESTMENT ADVISOR$12,764
Kawasaki Motors Corp., U.S.A. Employees Pension Plan202527 50INVESTMENT ADVISORY$5,720
Spencer Savings Bank, Sla Employees' Pension Plan202527 99INVESTMENT ADVISORY
Principal Cash Balance Plan202427 50 51INVESTMENT ADVISORY$6.2M
Abbott - Abbvie Multiple Employer Pension Plan202428 50 51NONE$954,475
Southern California Gas Company Pension Plan202428 51NONE$329,433
Retirement Plan for Employees of White Plains Hospital Medical Center202427 50 99NONE$288,817
National Electrical Benefit Fund202428 68NONE$254,687
National Integrated Group Pension Plan202428 50NONE$211,397
Cenveo Worldwide Limited Pension Plan202421 28NONE$192,562
Germania Companies Employees Defined Benefit Pension Plan202427 50INVESTMENT ADVISORY$189,966
Long Island Electric Utility Servco LLC Retirement Income Plan202428 51 68NONE$176,130
Jpmorgan Chase Retirement Plan202428 51 52 68 71NONE$171,532
Third Federal Savings Retirement Plan202427 50INVESTMENT ADVISORY$148,535
Bakery & Confectionery Union & Industry International Pension Fund202428 51 52 68 71NONE$137,399
SAN Diego Gas & Electric Company Cash Balance Plan202428 51NONE$99,205
Plumbers & Pipefitters Local Unions 502 & 633 Pens202428 51NONE$57,762
Roofers Local 149 Pension Fund202428 50NONE$44,852
ST. John's Riverside Hospital Retirement Assistance Plan202427 50INVESTMENT ADVISORY$43,283
Phillips 66 Retirement Plan202428 68 99INVESTMENT MANAGER$37,545
Alon USA Pension Plan202427 50INVESTMENT ADVISORY$36,244
Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan202427 50ADVISORY$33,943
Painters Local Union 802 Retirement Plan202427 50INVESTMENT ADVISORY$32,015
Norcal Insurance Company Pension Plan202427 50INVESTMENT ADVISORY$29,411
Iron Workers' Locals No. 15 & 424 Pension Plan202419 50NONE$27,805
SNF Holding Company Defined Benefit Retirement Plan202427 50INVESTMENT ADVISORY$27,649
Pension Plan for Employees of the Charles Stewart Mott Foundation202427 50INVESTMENT ADVISORY$27,249
Foley & Lardner LLP Pension Plan202427 50INVESTMENT ADVISORY$26,752
Sempra Cash Balance Plan202428 51NONE$26,280
Houghton International Inc. Pension Plan202427 50INVESTMENT ADVISORY$25,990
Commonwealth Credit Union Pension Plan202427 50INVESTMENT ADVISORY$25,338
Sumitomo Machinery Corporation of America Pension Plan202427 50INVESTMENT ADVISORY$24,686
Pension Plan for Salaried and Production Employees of Vallourec Star, LP202427 50INVESTMENT ADVISORY$24,253
Columbia Memorial Hospital Retirement Plan202427 50INVESTMENT ADVISORY$23,957
Glen Raven, Inc. Pension Plan202427 50INVESTMENT ADVISORY$23,907
Group Pension Plan for Employees of Acnb Bank202427 50INVESTMENT ADVISORY$20,899
United Ohio Insurance Company Pension Plan202427 50INVESTMENT ADVISORY$18,561
Ross Mould, LLC Bargaining Employees' Defined Benefit Plan202427 50INVESTMENT ADVISORY$18,480
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union202427 50INVESTMENT ADVISORY$18,345
The Summit Federal Credit Union Pension Plan202427 50INVESTMENT ADVISORY$17,778
Pension Plan of United Way Worldwide202427 50INVESTMENT ADVISORY$17,007
Concentric Rockford Inc. Employees' Pension Plan202427 50INVESTMENT ADVISORY$16,325
Bbdo Detroit Pension and Cash Balance Plan202427 28NONE$16,202
AB Mauri Food Inc. Retirement Plan202427 50INVESTMENT ADVISORY$15,098
Retirement Plan for Employees of Louisiana Machinery Company, L.L.C.202427 50INVESTMENT ADVISORY$14,465
Kawasaki Motors Corp., U.S.A. Employees Pension Plan202427 50INVESTMENT ADVISORY$14,370
Sonesta International Hotels Corporation Pension Plan202427 50INVESTMENT ADVISORY$13,972
Mountainone Financial, Inc. Pension Plan202427 50INVESTMENT ADVISORY$13,907
Louis Dreyfus Pension Plan202427 50INVESTMENT ADVISORY$12,549
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan202427 50INVESTMENT ADVISORY$12,355
LOS Angeles Tourism and Convention Board Retirement Income Plan202427 50NONE$12,326
Retirement Plan of Easter Seals Alabama, Inc.202427 50INVESTMENT ADVISORY$11,201
Betz Industries Pension Plan202427 50INVESTMENT ADVISORY$11,063
Nasco Pension Plan202427 50INVESTMENT ADVISORY$10,902
Defined Benefit Pension Plan of the Metro United Way, Inc.202427 50INVESTMENT ADVISORY$10,426
The Defined Benefit Plan of United Way of Greater St. Louis Inc.202427 50INVESTMENT ADVISORY$10,194
Defined Benefit Pension Plan for Former Heartland Bank Employees202427 50INVESTMENT ADVISORY$10,035
MPD, Inc. Employees' Pension Plan202427 50INVESTMENT ADVISORY$9,253
Grede Wisconsin LLC Retirement Income Plan202427 50INVESTMENT ADVISORY$8,870
Employees' Pension Plan of American Ort, Inc.202427 50INVESTMENT ADVISORY$8,527
Inserra Supermarkets, Inc. Pension Plan202427 50INVESTMENT ADVISORY$8,016
Barnesville Hospital Association, Inc. Retirement Plan202427 50INVESTMENT ADVISORY$7,988
Tile Setters and Finishers of No CA Pension Plan202427 50INVESTMENT ADVISORY$7,859
The Jeph Pension Plan202427 50INVESTMENT ADVISORY$7,446
Million Dollar Round Table Retirement Plan202427 50INVESTMENT ADVISORY$7,298
Bemis Associates Inc. Pension and Severance Award Agreement202427 50 99INVESTMENT ADVISORY$6,607
Wyle Inc. Retirement Plan202427 50INVESTMENT ADVISORY$6,280
United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension202427 50INVESTMENT ADVISORY$6,250
Durham Retirement Plan202427 50INVESTMENT ADVISORY$6,041
Durham Retirement Plan202427 50INVESTMENT ADVISORY$6,041
SMC Global Holdings, Inc. Retirement Income Plan B202427 50INVESTMENT ADVISORY$5,975
Onesource Employees' Retirement Pension Plan202427 50 99INVESTMENT ADVISORY$5,644
Community Action Agency of South Alabama Defined Benefit Pension Plan202427 50INVESTMENT ADVISORY$5,599
Advanced Ent Cash Balance Plan202425 27 28INVESTMENT ADVISOR$5,500
Amana Society Retirement Plan202427 50INVESTMENT ADVISORY$5,404
Vanderheyden Hall, Inc. Employees' Pension Plan & Trust202427 50INVESTMENT ADVISORY$5,360
Jewish Home for the Elderly Defined Benefit Pension Plan202427 50INVESTMENT ADVISORY$5,340
Tubelite, Inc. Hourly Employees Pension Plan202427 50INVESTMENT ADVISORY$5,000
Glenwood Academy Employees Defined Benefit Retirement Plan202427 50INVESTMENT ADVISORY$5,000
Retirement Plan for Employees of Southampton Hospital Association202427 50INVESTMENT ADVISORY$1,500
Pension Plan for Employees of Easter Seals, Inc.202427 50INVESTMENT ADVISORY$1,500
Spencer Savings Bank, Sla Employees' Pension Plan202427 99INVESTMENT ADVISORY
Landis + Gyr Pension Plan202427 99INVESTMENT ADVISORY
Principal Cash Balance Plan202327 50 51INVESTMENT ADVISORY$6.0M
Abbott - Abbvie Multiple Employer Pension Plan202328 50 51NONE$782,368
Bakery & Confectionery Union & Industry International Pension Fund202328 51 52 68NONE$462,935
Southern California Gas Company Pension Plan202328 51NONE$321,176
Retirement Plan for Employees of White Plains Hospital Medical Center202327 50 99NONE$280,437
National Electrical Benefit Fund202328 51 68NONE$237,229
Cenveo Worldwide Limited Pension Plan202321 28NONE$234,329
Nasdaq Pension Plan202327 50INVESTMENT ADVISORY$221,382
Germania Companies Employees Defined Benefit Pension Plan202327 50INVESTMENT ADVISORY$161,001
Jpmorgan Chase Retirement Plan202328 51 52 68 71NONE$148,209
Long Island Electric Utility Servco LLC Retirement Income Plan202327 51 68NONE$140,070
GCP Applied Technologies Inc. Retirement Plan for Salaried Employees202327 50INVESTMENT ADVISORY$121,582
SAN Diego Gas & Electric Company Cash Balance Plan202328 51NONE$85,525
Plumbers & Pipefitters Local Unions 502 & 633 Pens202328 51NONE$61,104
Third Federal Savings Retirement Plan202327 50INVESTMENT ADVISORY$49,571
Roofers Local 149 Pension Fund202328 50NONE$41,125
Nippon Express U.S.A. Group Pension Plan202327 50INVESTMENT ADVISORY$38,212
BD Retirement Plan202328 51INVESTMENT MANAGEMENT$37,974
Kawasaki Motors Corp., U.S.A. Employees Pension Plan202327 50INVESTMENT ADVISORY$36,529
Alon USA Pension Plan202327 50INVESTMENT ADVISORY$36,137
SNF Holding Company Defined Benefit Retirement Plan202327 50INVESTMENT ADVISORY$35,383
Glen Raven, Inc. Pension Plan202327 50INVESTMENT ADVISORY$32,435
Painters Local Union 802 Retirement Plan202327 50INVESTMENT ADVISORY$29,598
Norcal Insurance Company Pension Plan202327 50INVESTMENT ADVISORY$29,556
Phillips 66 Retirement Plan202328 68 99INVESTMENT MANAGER$26,609
Pension Plan for Employees of the Charles Stewart Mott Foundation202327 50INVESTMENT ADVISORY$26,474
Imperial Sugar Company Retirement Plan202327 50INVESTMENT ADVISORY$25,950
Houghton International Inc. Pension Plan202327 50INVESTMENT ADVISORY$25,693
T. J. Samson Community Hospital, Inc. Retirement Plan202327 50INVESTMENT ADVISORY$24,048
Sumitomo Machinery Corporation of America Pension Plan202327 50INVESTMENT ADVISORY$23,548
Commonwealth Credit Union Pension Plan202327 50INVESTMENT ADVISORY$23,523
Columbia Memorial Hospital Retirement Plan202327 50INVESTMENT ADVISORY$23,406
Pension Plan for Salaried and Production Employees of Vallourec Star, LP202327 50INVESTMENT ADVISORY$23,247
Retirement Plan for Employees of Range Regional Health Services202327 50INVESTMENT ADVISORY$22,626
Sempra Cash Balance Plan202328 51NONE$22,581
Foley & Lardner LLP Pension Plan202327 50INVESTMENT ADVISORY$21,040
Iron Workers' Locals No. 15 & 424 Pension Plan202319 50NONE$21,040
United Way of Central Ia Retirement Plan202327 50INVESTMENT ADVISORY$19,898
Bbdo Detroit Pension and Cash Balance Plan202327 28NONE$18,475
Advanced Ent Cash Balance Plan202325 27 28INVESTMENT ADVISOR$18,050
Ross Mould, LLC Bargaining Employees' Defined Benefit Plan202327 50INVESTMENT ADVISORY$18,019
Cemetery Workers Supplemental Pension Plan202328 50NONE$17,276
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union202327 50INVESTMENT ADVISORY$17,202
The Summit Federal Credit Union Pension Plan202327 50INVESTMENT ADVISORY$17,099
Mountainone Financial, Inc. Pension Plan202327 50INVESTMENT ADVISORY$16,785
Pension Plan of United Way Worldwide202327 50INVESTMENT ADVISORY$16,654
Investors Bank Pension Plan202327 51NONE$16,454
Concentric Rockford Inc. Employees' Pension Plan202327 50INVESTMENT ADVISORY$15,741
Retirement Plan for Employees of Unisea, Inc.202327 50INVESTMENT ADVISORY$15,635
Group Pension Plan for Employees of Acnb Bank202327 50INVESTMENT ADVISORY$15,438
AB Mauri Food Inc. Retirement Plan202327 50INVESTMENT ADVISORY$15,271
Southwest Ambulance Pension Plan202327 50INVESTMENT ADVISORY$14,602
United Ohio Insurance Company Pension Plan202327 50INVESTMENT ADVISORY$14,547
Orica USA Inc. Retirement Income Plan202327 50INVESTMENT ADVISORY$12,957
IAI North America, Inc. Defined Benefit Pension Plan202327 50INVESTMENT ADVISORY$12,289
LOS Angeles Tourism and Convention Board Retirement Income Plan202327 50NONE$12,279
Pension Plan of Metallurg, Inc.202327 50INVESTMENT ADVISORY$12,071
Retirement Plan of Easter Seals Alabama, Inc.202327 50INVESTMENT ADVISORY$11,186
Nasco Pension Plan202327 50INVESTMENT ADVISORY$11,121
Betz Industries Pension Plan202327 50INVESTMENT ADVISORY$10,547
Defined Benefit Pension Plan of the Metro United Way, Inc.202327 50INVESTMENT ADVISORY$9,975
Minova USA, Inc. Pension Plan for Salaried Employees202327 50INVESTMENT ADVISORY$9,720
Defined Benefit Pension Plan for Former Heartland Bank Employees202327 50INVESTMENT ADVISORY$9,468
MPD, Inc. Employees' Pension Plan202327 50INVESTMENT ADVISORY$9,311
What changed