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 Div Real Asset Sa-Z

separate account (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
11
distinct allocators on the tape
Rows
23
across successive reports
Held, latest filings
$22.1M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
11 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 11), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Castleberry's Food Company Retirement Plann/aheld--Oct 31, 2024
Darling Ingredients Inc. Hourly Employees' Retirement Plann/aheld--Dec 31, 2022
Darling Ingredients Inc. Salaried Employees' Retirement Plann/aheld--Dec 31, 2024
Darling Ingredients Retirement Income Plan for Union Employeesn/aheld--Dec 31, 2022
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.n/aheld--Dec 31, 2024
Farm Bureau Employees' Retirement Plann/aheld--Jun 30, 2025
Group Pension Plan for Employees of Acnb Bankn/aheld--Dec 31, 2022
GTE Federal Credit Union Defined Benefit Plann/aheld--Dec 31, 2024
H. D. Hudson Legacy Defined Benefit Pension Plann/aheld--Dec 31, 2023
Howard Miller - Hekman Defined Benefit Pension Plann/aheld--Dec 31, 2023
Retirement Plan for the Employees of Littlestown Foundry, Inc.n/aheld--Dec 31, 2024
Every row
23 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Farm Bureau Employees' Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GTE Federal Credit Union Defined Benefit PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$147,890 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.Principal Div Real Asset Sa-Zseparate accountReal assets$51,792 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Darling Ingredients Inc. Salaried Employees' Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for the Employees of Littlestown Foundry, Inc.Principal Div Real Asset Sa-Zseparate accountReal assets$402,291 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Castleberry's Food Company Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$592,557 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Farm Bureau Employees' Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023H. D. Hudson Legacy Defined Benefit Pension PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$120,303 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.Principal Div Real Asset Sa-Zseparate accountReal assets$96,955 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for the Employees of Littlestown Foundry, Inc.Principal Div Real Asset Sa-Zseparate accountReal assets$390,681 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Darling Ingredients Inc. Salaried Employees' Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GTE Federal Credit Union Defined Benefit PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$137,109 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Howard Miller - Hekman Defined Benefit Pension PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$112,905 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Castleberry's Food Company Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$483,127 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Farm Bureau Employees' Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Darling Ingredients Inc. Salaried Employees' Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Darling Ingredients Inc. Hourly Employees' Retirement PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Darling Ingredients Retirement Income Plan for Union EmployeesPrincipal Div Real Asset Sa-Zseparate accountReal assets$808,772 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.Principal Div Real Asset Sa-Zseparate accountReal assets$250,627 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GTE Federal Credit Union Defined Benefit PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$121,268 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022H. D. Hudson Legacy Defined Benefit Pension PlanPrincipal Div Real Asset Sa-Zseparate accountReal assets$143,192 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Group Pension Plan for Employees of Acnb BankPrincipal Div Real Asset Sa-Zseparate accountReal assets$324,785 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for the Employees of Littlestown Foundry, Inc.Principal Div Real Asset Sa-Zseparate accountReal assets$378,807 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.