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.
Principal Ldi Corporate 15-25 Years
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.
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 4), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Michigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio | n/a | held | - | - | Sep 30, 2025 |
| SP Newsprint Co. Pension Plan | n/a | held | - | - | Dec 31, 2024 |
| Springfield Hospital Pension Plan | n/a | held | - | - | Sep 30, 2025 |
| The First National Bank of Long Island Pension Plan | n/a | held | - | - | Sep 30, 2025 |
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | The First National Bank of Long Island Pension Plan | Principal Ldi Corporate 15-25 Yearscollective trust | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Michigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl-Cio | Principal Ldi Corporate 15-25 Yearscollective trust | Pooled vehicles | $23.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Springfield Hospital Pension Plan | Principal Ldi Corporate 15-25 Yearscollective trust | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SP Newsprint Co. Pension Plan | Principal Ldi Corporate 15-25 Yearscollective trust | Pooled vehicles | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Springfield Hospital Pension Plan | Principal Ldi Corporate 15-25 Yearscollective trust | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov |
- SP Newsprint Co. Pension Plan first reports an interest in Principal Ldi Corporate 15-25 Years: $14M at 2024-12-31with Principal Ldi Corporate 15-25 Yearsaskebsa.dol.gov
- Springfield Hospital Pension Plan first reports an interest in Principal Ldi Corporate 15-25 Years: $3M at 2024-09-30with Principal Ldi Corporate 15-25 Yearsaskebsa.dol.gov