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 Fin Grp, Inc. Stock Sa-R6

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
19
across successive reports
Held, latest filings
$10.5M
one row per plan
Latest
Dec 31, 2025
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
19 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Andersen Corporation Employees' Pension and Retirement PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.Prin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Keycorp Consolidated Cash Balance PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Painters Local Union 802 Retirement PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$413,740 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Andersen Corporation Employees' Pension and Retirement PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$818,166 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.Prin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Pension Plan of Stein Seal CompanyPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Keycorp Consolidated Cash Balance PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Painters Local Union 802 Retirement PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$455,199 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$806,758 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Andersen Corporation Employees' Pension and Retirement PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.Prin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$856,620 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Pension Plan of Stein Seal CompanyPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Keycorp Consolidated Cash Balance PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Painters Local Union 802 Retirement PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$492,282 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Hourly Employees of Afa Protective Systems, Inc.Prin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$993,316 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$834,808 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Andersen Corporation Employees' Pension and Retirement PlanPrin Fin Grp, Inc. Stock Sa-R6separate accountPublic equity$736,771 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.