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

Prin Gl Real Est Sec 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
7
distinct allocators on the tape
Rows
17
across successive reports
Held, latest filings
$29.9M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
7 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 7), never a fund size.

Every row
17 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024The Pension Plan for Insurance OrganizationsPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The People-To-People Health Foundation, Inc. Pension PlanPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$65,850 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan of Centers for Youth and FamiliesPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$3,964 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan of First County BankPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$995,750 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Castleberry's Food Company Retirement PlanPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$557,805 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The People-To-People Health Foundation, Inc. Pension PlanPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$169,224 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan of First County BankPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Pension Plan for Insurance OrganizationsPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$877,965 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Castleberry's Food Company Retirement PlanPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$409,388 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The People-To-People Health Foundation, Inc. Pension PlanPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$312,640 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Pension Plan for Insurance OrganizationsPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$25.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$622,625 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan of Centers for Youth and FamiliesPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$57,165 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cellmark USA Retirement PlanPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$39 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan of First County BankPrin Gl Real Est Sec Sa-Zseparate accountPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.