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 Funds
unclassifiedMO
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocators
- Louisiana-Pacific Corporation Retirement Account Plan Custodianthrough Dec 31, 2022
Schedule C rows
3 rows, $61,005 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Aedc Contractors Employee Pension Plan | 2024 | 28 51 | NONE | $35,693 |
| Aedc Contractors Employee Pension Plan | 2023 | 28 51 | NONE | $10,180 |
| Louisiana-Pacific Corporation Retirement Account Plan | 2022 | 18 50 | NONE | $15,132 |
What changed
- Principal Funds appears on Aedc Contractors Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principal Fundsaskebsa.dol.gov