DFX Intelligence
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Principal Trust Co.
unclassified
unclassified
397 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
400 rows, $41.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Navy Federal Credit Union Employees' Retirement Plan | 2025 | 19 21 25 50 62 64 | TRUSTEE | $177,269 |
| Iuoe Local 98 Pension Plan | 2025 | 19 50 | NONE | $48,216 |
| Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. | 2025 | 21 50 64 65 | TRUSTEE | $46,228 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Principal Trust Company no longer appears on The Doe Run Resources Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Principal Trust Co.askebsa.dol.gov
- Norton Rose Fulbright US LLP Pension Plan first reports an interest in Principal Trust Co. (Principal Trust Co.): $25M at 2023-12-31with Principal Trust Co.askebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan for Collectively Bargained Indianapolis Water EmployeesPension Plan for Collectively Bargained Indianapolis Water Employees no longer reports Principal Trust Co. (Principal Trust Co.) (last held $317,093 at 2022-12-31; absent from the 2023-12-31 filing)with Principal Trust Co.askebsa.dol.gov
- Principal Trust Company appears on Louisiana-Pacific Corporation Retirement Account Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principal Trust Co.askebsa.dol.gov
- Principal Trust Company appears on WCI Steel/pyro/baron Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principal Trust Co.askebsa.dol.gov