Principal/blackrock S&p 500 Index
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, never a commitment amount.
- Public LPs
- 66
63 more limited partners, 164 more commitment rows and 2 more dated events
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.
Plans holding an interest
How limited partners are countedOne 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 66), never a fund size.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Alinabal, Inc. Retirement Plan | Not disclosed | held | - | - | Dec 31, 2024 |
| Ampacet Corporation Employees' Retirement Plan | Not disclosed | held | - | - | Jun 30, 2025 |
| Andex Industries Inc & Anthony & Co. Retirement Plan | Not disclosed | held | - | - | Dec 31, 2023 |
+63 more limited partners in this fund
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Every row
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | The Joseph a. Bank Mfg. Co., Inc. Defined Benefit Pension Plan | Principal/blackrock S&p 500 Indexcollective trust | Pooled vehicles | $369,408 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Keystone Cement Company Retirement Plan for Hourly Employees | Principal/blackrock S&p 500 Indexcollective trust | Pooled vehicles | $295,145 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Tension Envelope Corporation Restated Retirement Plan | Principal/blackrock S&p 500 Indexcollective trust | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov |
+164 more commitment 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
- Hanford Multi-Employer Pension Plan no longer reports Principal/blackrock S&p 500 Index (last held $35M at 2023-12-31; absent from the 2024-12-31 filing)with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Front Porch Retirement Income Plan first reports an interest in Principal/blackrock S&p 500 Index: $3M at 2024-12-31with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its AffiliatesRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates first reports an interest in Principal/blackrock S&p 500 Index: $20M at 2024-12-31with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Nustar Pension Plan no longer reports Principal/blackrock S&p 500 Index (last held $99M at 2023-12-31; absent from the 2024-12-31 filing)with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Cypress Lawn Cemetery Association Retirement Plan no longer reports Principal/blackrock S&p 500 Index (last held $1M at 2023-09-30; absent from the 2024-09-30 filing)with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.