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 Smallcap Sep Acct-R6
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 11), never a fund size.
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Cabell Huntington Hospital, Inc. Employees' Retirement Plan | n/a | held | - | - | Dec 31, 2023 |
| Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan | n/a | held | - | - | Dec 31, 2023 |
| Glaziers and Glassworkers Local 513 Pension Plan | n/a | held | - | - | Oct 31, 2025 |
| IPL Retirement Plan for Bargaining Unit Ees | n/a | held | - | - | Dec 31, 2024 |
| Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant | n/a | held | - | - | Dec 31, 2024 |
| Manhattan Plaza Associates Union Plan | n/a | held | - | - | Sep 30, 2024 |
| Menorah Campus Defined Benefit Plan | n/a | held | - | - | Dec 31, 2021 |
| Painters Local Union 802 Retirement Plan | n/a | held | - | - | Apr 30, 2025 |
| Parr Instrument Company Retirement Plan | n/a | held | - | - | Nov 29, 2023 |
| Retirement Plan for the Employees of Littlestown Foundry, Inc. | n/a | held | - | - | Dec 31, 2024 |
| Wise Foods Pension Plan | n/a | held | - | - | Dec 31, 2022 |