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 Midcap Sep Acct-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

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$52.8M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

36 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 36), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
AB Mauri Food Inc. Retirement Plan	n/a	held	-	-	Jun 30, 2025
Aberdeen Manufacturing Fall River, Ma Plant Pension Plan for Bargained Employees	n/a	held	-	-	Dec 31, 2024
Ballinger Company Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
Barnesville Hospital Association, Inc. Retirement Plan	n/a	held	-	-	Jan 31, 2025
Betz Industries Pension Plan	n/a	held	-	-	Dec 31, 2024
Campus USA Credit Union Retirement Plan	n/a	held	-	-	Dec 31, 2024
Columbia Memorial Hospital Retirement Plan	n/a	held	-	-	Dec 31, 2024
Commonwealth Credit Union Pension Plan	n/a	held	-	-	Dec 31, 2024
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.	n/a	held	-	-	Dec 31, 2024
Durham Retirement Plan	n/a	held	-	-	Dec 31, 2024
Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan	n/a	held	-	-	Feb 28, 2025
HB Performance Systems, Inc. Defined Benefit Plan	n/a	held	-	-	Dec 31, 2023
Hunter Fan Company Pension Plan	n/a	held	-	-	Dec 31, 2023
Huntington Federal Savings Bank Retirement Plan	n/a	held	-	-	Jan 31, 2025
IPL Retirement Plan for Bargaining Unit Ees	n/a	held	-	-	Dec 31, 2024
Kaiser Aluminum Warrick Pension Plan	n/a	held	-	-	Dec 31, 2025
Loparex Inc. Cullman Union Retirement Plan	n/a	held	-	-	Dec 31, 2024
Mclaughlin Body Company Hourly Employees' Pension Plan	n/a	held	-	-	Dec 31, 2024
Menorah Campus Defined Benefit Plan	n/a	held	-	-	Dec 31, 2021
Million Dollar Round Table Retirement Plan	n/a	held	-	-	Dec 31, 2024
Nelda C. and H.J. Lutcher Stark Fndtn Plan	n/a	held	-	-	Dec 31, 2024
New England Federal Credit Union Defined Benefit Plan and Trust	n/a	held	-	-	Dec 31, 2022
Painters Local Union 802 Retirement Plan	n/a	held	-	-	Apr 30, 2025
Pension Plan for Employees of the Charles Stewart Mott Foundation	n/a	held	-	-	Dec 31, 2025
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union	n/a	held	-	-	Dec 31, 2024
Pension Plan for Salaried and Production Employees of Vallourec Star, LP	n/a	held	-	-	Dec 31, 2024
Principal Cash Balance Plan	n/a	held	-	-	Dec 31, 2024
Retirement Income Plan for Employees of Industrial Metal Products Corporation	n/a	held	-	-	Sep 30, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.	n/a	held	-	-	Oct 31, 2025
Retirement Plan for Employees of Range Regional Health Services	n/a	held	-	-	Dec 31, 2024
Retirement Plan for the Employees of Littlestown Foundry, Inc.	n/a	held	-	-	Dec 31, 2024
Retirement Plan of Easter Seals Alabama, Inc.	n/a	held	-	-	Dec 31, 2024
Spencer Savings Bank, Sla Employees' Pension Plan	n/a	held	-	-	Oct 8, 2025
ST. John's Riverside Hospital Retirement Assistance Plan	n/a	held	-	-	Dec 31, 2024
Stephen Chelbay Company Cash Account Pension Plan	n/a	held	-	-	Dec 31, 2024
The Farmers Bank Defined Benefit Pension Plan	n/a	held	-	-	Dec 31, 2025

Every row

51 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	Kaiser Aluminum Warrick Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$865,725 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Pension Plan for Employees of the Charles Stewart Mott Foundation	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$549,582 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	The Farmers Bank Defined Benefit Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$527,024 held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2025	Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$34,177 held	Disclosed holding	askebsa.dol.gov
as of Oct 8, 2025	Spencer Savings Bank, Sla Employees' Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Retirement Income Plan for Employees of Industrial Metal Products Corporation	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$492,967 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	AB Mauri Food Inc. Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$320,447 held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Painters Local Union 802 Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Feb 28, 2025	Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Jan 31, 2025	Barnesville Hospital Association, Inc. Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$59,605 held	Disclosed holding	askebsa.dol.gov
as of Jan 31, 2025	Huntington Federal Savings Bank Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$251,926 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Stephen Chelbay Company Cash Account Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$66,779 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Loparex Inc. Cullman Union Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$147,564 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kaiser Aluminum Warrick Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$593,927 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Aberdeen Manufacturing Fall River, Ma Plant Pension Plan for Bargained Employees	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$98,885 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Durham Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$688,134 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mclaughlin Body Company Hourly Employees' Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$822,437 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Commonwealth Credit Union Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal Cash Balance Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$14.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan of Easter Seals Alabama, Inc.	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$452,524 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Range Regional Health Services	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$542,943 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for the Employees of Littlestown Foundry, Inc.	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$148,336 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Employees of the Charles Stewart Mott Foundation	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$781,021 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Campus USA Credit Union Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Million Dollar Round Table Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$261,935 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Nelda C. and H.J. Lutcher Stark Fndtn Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$636,783 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	IPL Retirement Plan for Bargaining Unit Ees	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$14,843 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$755,231 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	ST. John's Riverside Hospital Retirement Assistance Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Columbia Memorial Hospital Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$409,774 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ballinger Company Cash Balance Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$29,083 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Betz Industries Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$575,467 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan for Salaried and Production Employees of Vallourec Star, LP	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$727,035 held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Painters Local Union 802 Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$354,851 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	IPL Retirement Plan for Bargaining Unit Ees	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$13,617 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Campus USA Credit Union Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$6.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mclaughlin Body Company Hourly Employees' Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$786,295 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$683,825 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hunter Fan Company Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	HB Performance Systems, Inc. Defined Benefit Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$518,540 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for the Employees of Littlestown Foundry, Inc.	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$123,690 held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Painters Local Union 802 Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$363,969 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mclaughlin Body Company Hourly Employees' Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$763,659 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for the Employees of Littlestown Foundry, Inc.	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$98,371 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	New England Federal Credit Union Defined Benefit Plan and Trust	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$859,918 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	IPL Retirement Plan for Bargaining Unit Ees	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$112,009 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Campus USA Credit Union Retirement Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	HB Performance Systems, Inc. Defined Benefit Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$413,302 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hunter Fan Company Pension Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2021	Menorah Campus Defined Benefit Plan	Prin Midcap Sep Acct-Zseparate account	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov

What changed

No dated events.