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.

Fund

Principal/ab Large Cap Growth Cit

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
21
distinct allocators on the tape
Rows
34
across successive reports
Held, latest filings
$32.3M
one row per plan
Latest
Mar 31, 2025
effective date
Plans holding an interest
21 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 21), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Epcor Water (USA), Inc. Pension Plann/aheld--Dec 31, 2024
Henry Modell & Co. , Inc. Employees' Retirement Plann/aheld--Dec 31, 2023
J.G. Boswell Company Employees' Retirement Plann/aheld--Dec 31, 2024
Landus Retirement Plann/aheld--Mar 31, 2024
Pension Plan for Bargaining Unit Employees of Nextiraone LLCn/aheld--Dec 31, 2024
Pension Plan for Hourly Employees of Timber Products Co and Affiliatesn/aheld--Dec 31, 2023
Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnershipn/aheld--Dec 31, 2023
Pension Plan for Salaried Employees of Timber Products Company & Affiliatesn/aheld--Dec 31, 2023
ST. Peter's Health Cashplus Retirement Plann/aheld--Dec 31, 2024
Stoel Rives LLP Cash Balance Plann/aheld--Dec 31, 2024
The Gradall Company Employees' Retirement Plann/aheld--Dec 31, 2023
The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plann/aheld--Dec 31, 2024
The Modified Contributory Retirement Plan for Cooperativesn/aheld--Mar 31, 2025
The Restated Ag Processing Inc Retirement Plann/aheld--Mar 31, 2025
The Restated Contributory Retirement Plan for Cooperativesn/aheld--Mar 31, 2025
The Restated Noncontributory Retirement Plan for Cooperativesn/aheld--Mar 31, 2025
The Restated Noncontributory Retirement Plan for Cooperativesn/aheld--Mar 31, 2025
The Restated Noncontributory Retirement Plan for Cooperativesn/aheld--Mar 31, 2025
The Restated Noncontributory Retirement Plan for Cooperativesn/aheld--Mar 31, 2025
Timber Products Company Replacement Pension Plann/aheld--Dec 31, 2023
Western Quality Foods, L.C. Retirement Plann/aheld--Dec 31, 2024
Every row
34 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Mar 31, 2025The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$204,604 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025The Restated Contributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025The Restated Ag Processing Inc Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$122,376 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$398,754 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025The Modified Contributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$777,201 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Epcor Water (USA), Inc. Pension PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$522,272 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024J.G. Boswell Company Employees' Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Stoel Rives LLP Cash Balance PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$125,430 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Bargaining Unit Employees of Nextiraone LLCPrincipal/ab Large Cap Growth Citcollective trustPublic equity$963,001 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ST. Peter's Health Cashplus Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Quality Foods, L.C. Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$238,672 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$615,397 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$262,908 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024The Modified Contributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$829,200 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Landus Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$158,150 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024The Restated Contributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$585,229 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024The Restated Noncontributory Retirement Plan for CooperativesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$409,878 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024The Restated Ag Processing Inc Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Hourly Employees of Timber Products Co and AffiliatesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$345,221 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$117,606 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stoel Rives LLP Cash Balance PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023J.G. Boswell Company Employees' Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Epcor Water (USA), Inc. Pension PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$956,889 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Gradall Company Employees' Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$106,033 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ST. Peter's Health Cashplus Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Henry Modell & Co. , Inc. Employees' Retirement PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Bargaining Unit Employees of Nextiraone LLCPrincipal/ab Large Cap Growth Citcollective trustPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Salaried Employees of Timber Products Company & AffiliatesPrincipal/ab Large Cap Growth Citcollective trustPublic equity$442,549 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Timber Products Company Replacement Pension PlanPrincipal/ab Large Cap Growth Citcollective trustPublic equity$269,386 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Hourly Employees of Timber Products Michigan Limited PartnershipPrincipal/ab Large Cap Growth Citcollective trustPublic equity$112,728 heldDisclosed holdingaskebsa.dol.gov
What changed