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 Trust Co.

unclassified
Advisory clients on the tape
2
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
2 allocators
Other roles
186 allocators
Schedule C rows
400 rows, $41.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Navy Federal Credit Union Employees' Retirement Plan202519 21 25 50 62 64TRUSTEE$177,269
Iuoe Local 98 Pension Plan202519 50NONE$48,216
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.202521 50 64 65TRUSTEE$46,228
The Retirement Plan for Employees of the Estate of Thomas O'Connor202521NONE$35,348
Silgan Plastics Pension Plan for Hourly-Paid Employees202521 50NONE$22,107
Seyfarth Shaw LLP Legacy Pension Plan202515 21 25 50 63NONE$15,926
True Value Company Defined Lump Sum Pension Plan202521 50NONE$5,439
Wells Fargo & Company Cash Balance Plan202421 50NONE$1.7M
The Depository Trust & Clearing Corporation Retirement Plan202421 28 50 52NONE$760,033
Western Connecticut Health Network Pension Plan202425 50TRUSTEE$611,033
Raley's Pension Plan202418 21 50CUSTODIAN$582,822
Zurn Pension Plan202415 19 21 38 50NONE$512,824
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates202415 19 21 38 50NONE$512,518
Ceridian Retirement Plan202421 51TRUSTEE$383,524
The Pension Plan and Trust for the Employees of Bronxcare Health System202421CONSULTANT$348,801
Riverside Health System Retirement Income Plan202415 21 50TRUSTEE$341,360
Silgan Plastics Pension Plan for Salaried Employees202421 50NONE$289,011
Visa Retirement Plan202419 21 25 50 62TRUSTEE$266,826
Suez Water Resources LLC Retirement Plan202421 50NONE$263,656
Clopay Ames Pension Plan202411 15 19 21 38 50NONE$254,687
Community Hospital of the Monterey Peninsula Retirement Plan202421 25 28 50 51 52 62NONE$240,104
Regal Beloit America, Inc. Pension Plan202419 21 50 51CUSTODIAN$235,153
Municipal Credit Union Defined Benefit Plan202424 50TRUSTEE$235,126
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.202424 50TRUSTEE$227,676
Grinnell Mutual Retirement Plan202415 19 21 38 50NONE$220,950
Retirement Plan for Employees of Carlisle LLC202411 15NONE$209,081
Raley's Group Pension Plan202418 21 50CUSTODIAN$207,834
Vassar Brothers Hospital Pension Plan202419 21 50CUSTODIAN$202,648
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202452NONE$202,092
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202428 50 51NONE$201,453
Bashas' Employees Defined Benefit Pension Plan and Trust202415 19 21 38 50 59 62 63NONE$190,449
Western Unite Here and Employers Pension Fund202419NONE$182,271
Valero Energy Corporation Pension Plan202421 50 63 68 99TRUSTEE$182,236
PMC Business Pension Plan202421 50TRUSTEE$176,341
Southwire Company Hourly Pension Plan202415 21 27 28 49 50 51 52 61 63 64 99NONE$175,000
Glen Raven, Inc. Pension Plan202421 50TRUSTEE$169,210
Pension Plan for Employees of Broadcast Music Inc202415 19 21 38 50NONE$160,817
Navy Federal Credit Union Employees' Retirement Plan202419 21 25 50 62 64TRUSTEE$159,624
The Woodbridge Group U.S. Salaried Employees' Pension Plan202418 21 50NONE$159,093
Carolina Turkeys Employees' Pension Plan202415 19 21 38 50NONE$150,712
The Auto Club Group Cash Value Plan Pension Plan202421 50TRUSTECO$147,397
Pension Plan for Bargaining Unit Employees of Nextiraone LLC202415 21 25TRUSTEE$139,079
Landus Retirement Plan202418 21 50CUSTODIAN$139,022
Garden City Hospital Osteopathic Employee Pension Plan202421 50TRUSTEE$138,399
Valmet Inc, Defined Benefit Plan202421 50 59 60 62 63TRUSTEE$135,677
Dover Corporation Pension Plan202418 19 21 25 50 62NONE$134,817
Third Federal Savings Retirement Plan202418 21 50CUSTODIAN$129,753
Twin City Hospitals - Minnesota Nurses Association Pension Plan202424 50NONE$124,996
Pension Plan of Independence Blue Cross202421 25 50 62 63TRUSTEE$119,355
Smart & Final Pension Plan202410 19 21 25 49 99TRUSTEE$118,855
Retirement Plan for Employees of Multicare Health System202418 21 49NONE$115,205
University of Virginia Physicians Group Clinicians Supplemental Retirement Plan202419 21 50 51 52NONE$107,061
Ameriprise Financial Retirement Plan202418 19 21 25 50SERVICE PROVIDER$105,994
National Fire Protection Association Employees' Retirement Plan202415 19 21 38 50 62TRUSTEE$102,401
Community Hospitals of Central California Pension Plan202419 21 25 50 52 72TRUSTEE$92,358
Norton Rose Fulbright US LLP Pension Plan202421TRUSTEE$91,688
Epcor Water (USA), Inc. Pension Plan202416 21 28 31NONE$88,043
Tension Envelope Corporation Restated Retirement Plan202415 21 28CUSTODIAN$87,927
Kone Inc. Employees' Retirement Plan202425 50NONE KNOWN$83,362
FBL Financial Group Retirement Plan202421 50TRUSTEE$83,103
Allison Transmission Hourly-Rate Employees Pension Plan202415 21NONE$82,005
Clariant Corporation Combined Retirement Plan202421 50TRUSTEE/CUSTODIAN$77,903
American Commercial Barge Line LLC Pension Plan202418 21 25 50 51 60 64NONE$77,566
Alinabal, Inc. Retirement Plan202415 19 21 50TRUSTEE$69,375
Wiltel Communications, LLC Pension Plan202413 19 25NONE$67,956
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a202419 21 50 72NONE$67,371
NEW Jersey Education Association Employees' Retirement and Trust Fund202418 50 72NONE$66,883
NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees202421 24 28 50 51NONE$65,737
The Gradall Company Employees' Retirement Plan202415 19 21 38 50TRUSTEE$63,831
Csaa Insurance Group Cash Balance Retirement Plan202421 50TRUSTEE$62,830
Tempel Employees Pension Plan202421NONE$62,256
Henry Modell & Co. , Inc. Employees' Retirement Plan202415 19 21 24 38 50NONE$61,417
Defined Benefit Plan for United Way of New York City202415 21 34NONE$59,735
Smiths Group Pension Plan202421NONE$59,689
Chicago Title & Trust Company Pension Plan202415 19 21 38 50 59 62 63NONE$59,105
Pool Company Retirement Income Plan202421NONE$58,134
Presbyterian Healthcare Services Employees' Pension Plan II202421NONE$55,237
Peter Pan Seafoods, Inc. Employees Retirement Plan202415 19 21 38 50NONE$53,670
Mosbacher Energy Company Retirement Plan202421NONE$51,757
Operating Engineers Local No. 825 Pension Fund202419NONE$50,969
Iuoe Local 98 Pension Plan202419 50NONE$49,363
Foster Wheeler Inc. Salaried Employees Pension Plan202425NONE$48,054
Retirement Plan for Hourly Employees Lehigh Cement Company LP202424TRUSTEE$47,270
Sappi North America, Inc. Retirement Plan for Salaried Employees202421 65TRUSTEE$46,918
Pension Plan for Salaried Employees of Timber Products Company & Affiliates202415 19 21 38 50 62NONE$46,133
Valley Health System Merged Defined Benefit Plan202415 21 27 33 50 59 60 71TRUSTEE$44,819
Suez Water Environmental Services Inc. Pension Plan202421 50NONE$44,407
Upstate New York Engineers Pension Fund202419 50 63NONE$44,261
Silgan Plastics Pension Plan for Hourly-Paid Employees202421 50NONE$43,236
Community Hospital of the Monterey Peninsula Cash Balance Plan202421 25 28 50 51 52NONE$41,879
Lifepoint Marquette Pension Plan202421 50TRUSTEE$41,436
Michigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio202421 50TRUSTEE$40,903
Insurance Organizations Employees' Retirement Plan202425 50 62 99NONE$40,531
Banco Santander USA Offices Retirement Plan202421 25 50TRUSTEE$40,119
Pension Plan for Hourly Employees of Timber Products Co and Affiliates202415 19 21 38 50 62NONE$38,184
Wawanesa General Insurance Company Pension Plan202419 21TRUSTEE$38,144
MDU Resources Group, Inc. Pension Plan for Non-Bargaining Unit Employees202421 25 50 52 62 64TRUSTEE$38,093
The Retirement Plan for Employees of the Estate of Thomas O'Connor202421NONE$35,116
Essendant Pension Plan202421NONE$34,411
Xcel Energy Inc. Non-Bargaining Pension Plan (south)202421 24 28 50 51NONE$34,362
Retirement Plan for Employees of Cascade Natural Gas Corporation202421 25 50 52 62 64TRUSTEE$34,203
MDU Resources Group, Inc. Pension Plan for Collective Bargaining Unit Employees202421 25 50 52 62 64TRUSTEE$34,197
Gerdau Macsteel Pension Plan for Bargaining Employees202415 19 21 50 62TRUSTEE$33,847
Land O'Lakes, Inc. Employee Retirement Plan202421 50NONE$33,704
Berklee College of Music, Inc. Retirement Plan202414 15 28 50 64ADMINISTRATOR$32,957
Twin City Foods, Inc. Hourly Employees Defined Benefit Pension Plan202421NONE$32,874
Avantor Pension Plan202421 25 28 33NONE$32,297
The Springs Company Noncontributory Retirement Plan202421 27 50 51 60 61 63 64TRUSTEE$32,129
Allison Transmission Retirement Program for Salaried Employees202415 21NONE$31,671
Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan202421 50NONE$31,256
Employees' Pension Plan of Rgc Resources, Inc.202428 51INV MGMT$30,684
Leggett & Platt, Incorporated Retirement Plan202415 18 19 21 25 28 50 51 63NONE$29,761
Williston Basin Interstate Pipeline Company Pension Plan202421 25 50 52 62 64TRUSTEE$29,419
Timber Products Company Replacement Pension Plan202415 19 21 38 50 62NONE$29,280
I. a. T. S. E. National Pension Fund202419 50NONE$28,314
Retirement Income Plan for Hourly Employees of Essex Group, Inc202421 50TRUSTEE$27,419
Colonial Pipeline Company Retirement Plan202418 49 50 60 62 99NONE$27,104
Western Quality Foods, L.C. Retirement Plan202421 27 50 51NONE$26,998
Essendant Union Employees' Pension Plan202421NONE$25,979
ND Paper Pension Plan for Bargained Hourly Employees202421 50TRUSTEE$25,480
ME West Castings Pension Plan for Tempe Bargaining Unit Employees202415 21 50NONE$24,793
Hunton Andrews Kurth LLP Cash Balance Pension Plan202421 62TRUSTEE$23,621
Amerisure Mutual Insurance Company Cash Balance Pension Plan202421 26 63NONE$23,044
Foster Wheeler Inc. Pension Plan for Certain Employees202425NONE$22,686
Gerdau Ameristeel US Pension Plan for Union Employees202421TRUSTEE$22,134
Revised Retirement Plan for Employees of Tension Envelope Corporation (new York and Iowa)202415 21 28CUSTODIAN$21,810
Cranston Print Works General Employees' Retirement Plan202421NONE$21,517
KEY Safety Systems, Inc. Knoxville Pension Plan202415 16 21 33 49 63NONE$21,153
The Frozen Pension Plan and Trust for the Employees of Bronxcare Health System202421CONSULTANT$20,601
Buck Consultants Retirement Plan202421 50 63NONE$20,571
Sappi North America, Inc. Central Mills Employees' Retirement Plan202421 65TRUSTEE$20,450
Locke Lord LLP 2017 Partners Cash Balance Plan202415 21TRUSTEE RECORDKEEPER$20,068
Helmerich & Payne, Inc. Employees Retirement Plan202421 50TRUSTEE$19,378
Agiliti Health Inc. Employees' Pension Plan202415 21 25 27 28 50TRUSTEE$19,266
WCI Steel/pyro/baron Retirement Plan202421 28 50 59 60 63TRUSTEE$18,327
Retirement Plan for Employees of Yakima Valley Memorial Hospital202418 21 49 50NONE$16,760
Retirement Plan for Koppers Inc.202421 50TRUSTEE$16,286
Seyfarth Shaw LLP Legacy Pension Plan202415 21 25 50 63NONE$15,120
Leggett & Platt, Incorporated Pension Plan202415 18 19 21 25 28 50 51 63NONE$14,942
Koppers Inc. Retirement Plan202421 50TRUSTEE$14,711
The Willard Inter-Continental Hotel Retirement Plan202421 50NONE$13,744
Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking202419 21 25 50 62 64TRUSTEE$12,995
Hunton Andrews Kurth LLP Pension Plan202421 62TRUSTEE$12,617
LAW Companies Group, Inc. Pension Plan202425NONE$12,408
Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership202415 19 21 38 50 62NONE$12,348
Graymont U.S. Union Defined Benefit Pension Plan202421TRUSTEE$12,247
Mccall Companies Defined Benefit Retirement Plan202421NONE$11,902
Greater Lafayette Health Services, Inc. Pension Security Plan202418 19 21 25NONE$11,427
Enloe Medical Center Pension Plan202419 21 25 72TRUSTEE$11,350
Aleris Cash Balance Plan202421 50NONE$10,504
What changed