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 Growth III 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
47
distinct allocators on the tape
Rows
87
across successive reports
Held, latest filings
$44.2M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
47 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 47), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
AB Mauri Food Inc. Retirement Plann/aheld--Jun 30, 2024
Aberdeen Manufacturing Fall River, Ma Plant Pension Plan for Bargained Employeesn/aheld--Dec 31, 2023
America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trustn/aheld--Dec 31, 2022
Ballinger Company Cash Balance Plann/aheld--Dec 31, 2023
Barnesville Hospital Association, Inc. Retirement Plann/aheld--Jan 31, 2024
Betz Industries Pension Plann/aheld--Dec 31, 2023
Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 Uawn/aheld--Dec 31, 2023
Carhartt, Inc. Pension Plann/aheld--Dec 31, 2023
Centris Federal Credit Union Retirement Plann/aheld--Mar 31, 2023
Citation-Southern Ductile Casting Company Defined Benefit Plan FBO Bessemer, Alabama Bargaining Unit Employeesn/aheld--Sep 30, 2023
Columbia Memorial Hospital Retirement Plann/aheld--Dec 31, 2023
Commonwealth Credit Union Pension Plann/aheld--Dec 31, 2023
Community Action Agency of South Alabama Defined Benefit Pension Plann/aheld--Dec 31, 2023
Durham Retirement Plann/aheld--Dec 31, 2023
Farmers Mutual Insurance Company of Nebraska Employee Retirement Plann/aheld--Feb 29, 2024
Four Winds, Inc. Retirement Income Plann/aheld--Dec 31, 2023
Grede Wisconsin LLC Retirement Income Plann/aheld--Dec 31, 2022
GTE Federal Credit Union Defined Benefit Plann/aheld--Dec 31, 2024
Huntington Federal Savings Bank Retirement Plann/aheld--Jan 31, 2024
Insulators and Allied Workers National Pension Funn/aheld--Jun 30, 2025
Kaiser Aluminum Warrick Pension Plann/aheld--Dec 31, 2023
Loparex Inc. Cullman Union Retirement Plann/aheld--Dec 31, 2023
Makino Inc. Pension Plann/aheld--Dec 31, 2022
Makino Inc. Pension Plan for Bargaining Unit Employeesn/aheld--Dec 31, 2022
Million Dollar Round Table Retirement Plann/aheld--Dec 31, 2023
Nelda C. and H.J. Lutcher Stark Fndtn Plann/aheld--Dec 31, 2023
Nielsen & Bainbridge Employees' Retirement Income Plann/aheld--Dec 31, 2022
Nippon Express U.S.A. Group Pension Plann/aheld--Dec 31, 2023
Painters Local Union 802 Retirement Plann/aheld--Apr 30, 2024
Pension Plan for Employees of the Charles Stewart Mott Foundationn/aheld--Dec 31, 2023
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Unionn/aheld--Dec 31, 2023
Pension Plan for Salaried and Production Employees of Vallourec Star, LPn/aheld--Dec 31, 2023
Pontiac Bancorp, Inc. Pension Plann/aheld--Dec 31, 2024
Principal Cash Balance Plann/aheld--Dec 31, 2023
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.n/aheld--Oct 31, 2024
Retirement Plan for Employees of Range Regional Health Servicesn/aheld--Dec 31, 2023
Retirement Plan for the Employees of Littlestown Foundry, Inc.n/aheld--Dec 31, 2024
Retirement Plan of Easter Seals Alabama, Inc.n/aheld--Dec 31, 2023
Rotor Clip Company, Inc. Retirement Plann/aheld--Nov 30, 2024
SNF Holding Company Defined Benefit Retirement Plann/aheld--Dec 31, 2023
ST. John's Riverside Hospital Retirement Assistance Plann/aheld--Dec 31, 2023
Stephen Chelbay Company Cash Account Pension Plann/aheld--Dec 31, 2023
The Farmers Bank Defined Benefit Pension Plann/aheld--Dec 31, 2023
The Pension Plan for Employees of Kbc Bank N. V., New York Branchn/aheld--Dec 31, 2023
The Summit Federal Credit Union Pension Plann/aheld--Jun 30, 2023
Tile Setters and Finishers of No CA Pension Plann/aheld--Jul 31, 2024
Tower Federal Credit Union Retirement Plann/aheld--Jun 30, 2023
Every row
87 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Insulators and Allied Workers National Pension FunPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$197,365 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for the Employees of Littlestown Foundry, Inc.Prin Midcap Growth III Sa-Zseparate accountPooled vehicles$165,309 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pontiac Bancorp, Inc. Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$251,882 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GTE Federal Credit Union Defined Benefit PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$29,050 heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Rotor Clip Company, Inc. Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$187,135 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.Prin Midcap Growth III Sa-Zseparate accountPooled vehicles$38,981 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Tile Setters and Finishers of No CA Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$264,371 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024AB Mauri Food Inc. Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$392,662 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Insulators and Allied Workers National Pension FunPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$178,521 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Painters Local Union 802 Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Farmers Mutual Insurance Company of Nebraska Employee Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Barnesville Hospital Association, Inc. Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$31,660 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Huntington Federal Savings Bank Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$120,672 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Four Winds, Inc. Retirement Income PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stephen Chelbay Company Cash Account Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$37,912 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ST. John's Riverside Hospital Retirement Assistance PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Betz Industries Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$297,349 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Columbia Memorial Hospital Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$176,774 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Pension Plan for Employees of Kbc Bank N. V., New York BranchPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$772,285 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Commonwealth Credit Union Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ballinger Company Cash Balance PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$26,783 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Community Action Agency of South Alabama Defined Benefit Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$86,813 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse UnionPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$407,745 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nelda C. and H.J. Lutcher Stark Fndtn PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$317,178 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for the Employees of Littlestown Foundry, Inc.Prin Midcap Growth III Sa-Zseparate accountPooled vehicles$154,176 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Aberdeen Manufacturing Fall River, Ma Plant Pension Plan for Bargained EmployeesPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$52,700 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nippon Express U.S.A. Group Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 UawPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$54,353 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pontiac Bancorp, Inc. Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$209,243 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Salaried and Production Employees of Vallourec Star, LPPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Million Dollar Round Table Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$143,705 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan of Easter Seals Alabama, Inc.Prin Midcap Growth III Sa-Zseparate accountPooled vehicles$254,765 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Durham Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$298,587 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of Range Regional Health ServicesPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$808,910 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GTE Federal Credit Union Defined Benefit PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$25,867 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Employees of the Charles Stewart Mott FoundationPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$381,506 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Cash Balance PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Carhartt, Inc. Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kaiser Aluminum Warrick Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$217,673 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loparex Inc. Cullman Union Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$82,510 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SNF Holding Company Defined Benefit Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$978,482 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Farmers Bank Defined Benefit Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$268,177 heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Rotor Clip Company, Inc. Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$147,435 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.Prin Midcap Growth III Sa-Zseparate accountPooled vehicles$19,883 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Citation-Southern Ductile Casting Company Defined Benefit Plan FBO Bessemer, Alabama Bargaining Unit EmployeesPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$28,636 heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Tile Setters and Finishers of No CA Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$144,306 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023AB Mauri Food Inc. Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$229,263 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Insulators and Allied Workers National Pension FunPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$170,028 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023The Summit Federal Credit Union Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$590,184 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Tower Federal Credit Union Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Painters Local Union 802 Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Centris Federal Credit Union Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$158,266 heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Farmers Mutual Insurance Company of Nebraska Employee Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Barnesville Hospital Association, Inc. Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$35,744 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Huntington Federal Savings Bank Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$112,976 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Durham Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$237,779 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and TrustPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of Range Regional Health ServicesPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$688,051 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for the Employees of Littlestown Foundry, Inc.Prin Midcap Growth III Sa-Zseparate accountPooled vehicles$113,974 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Salaried and Production Employees of Vallourec Star, LPPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$863,555 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan of Easter Seals Alabama, Inc.Prin Midcap Growth III Sa-Zseparate accountPooled vehicles$246,541 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse UnionPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$333,798 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nippon Express U.S.A. Group Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Columbia Memorial Hospital Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$970,107 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Commonwealth Credit Union Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GTE Federal Credit Union Defined Benefit PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$19,593 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nelda C. and H.J. Lutcher Stark Fndtn PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$215,490 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Employees of the Charles Stewart Mott FoundationPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$443,558 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SNF Holding Company Defined Benefit Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nielsen & Bainbridge Employees' Retirement Income PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$661,092 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kaiser Aluminum Warrick Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$127,505 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Aberdeen Manufacturing Fall River, Ma Plant Pension Plan for Bargained EmployeesPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$50,462 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Farmers Bank Defined Benefit Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$234,471 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Carhartt, Inc. Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bohn Aluminum Inc Bulter Indiana Pension for Hourly Employees Represented by Local No 1317 UawPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$52,733 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Pension Plan for Employees of Kbc Bank N. V., New York BranchPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$891,704 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Four Winds, Inc. Retirement Income PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ballinger Company Cash Balance PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$51,744 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ST. John's Riverside Hospital Retirement Assistance PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Grede Wisconsin LLC Retirement Income PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$189,056 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Betz Industries Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$287,478 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Cash Balance PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Stephen Chelbay Company Cash Account Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$35,696 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Million Dollar Round Table Retirement PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$125,961 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Community Action Agency of South Alabama Defined Benefit Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$77,763 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Makino Inc. Pension Plan for Bargaining Unit EmployeesPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$254,030 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Makino Inc. Pension PlanPrin Midcap Growth III Sa-Zseparate accountPooled vehicles$681,823 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.