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

Principal Smallcap Sep Acct-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
11
distinct allocators on the tape
Rows
24
across successive reports
Held, latest filings
$24.3M
one row per plan
Latest
Oct 31, 2025
effective date
Plans holding an interest
11 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 11), never a fund size.

Every row
24 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Oct 31, 2025Glaziers and Glassworkers Local 513 Pension PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Painters Local Union 802 Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$102,979 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$160,273 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for the Employees of Littlestown Foundry, Inc.Principal Smallcap Sep Acct-R6separate accountPooled vehicles$123,846 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024IPL Retirement Plan for Bargaining Unit EesPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$125,537 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Glaziers and Glassworkers Local 513 Pension PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Manhattan Plaza Associates Union PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$301,048 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Painters Local Union 802 Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$111,779 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cabell Huntington Hospital, Inc. Employees' Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for the Employees of Littlestown Foundry, Inc.Principal Smallcap Sep Acct-R6separate accountPooled vehicles$116,489 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023IPL Retirement Plan for Bargaining Unit EesPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$135,159 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$150,752 heldDisclosed holdingaskebsa.dol.gov
as of Nov 29, 2023Parr Instrument Company Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Glaziers and Glassworkers Local 513 Pension PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Manhattan Plaza Associates Union PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$248,034 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Painters Local Union 802 Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$236,380 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cabell Huntington Hospital, Inc. Employees' Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$131,374 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for the Employees of Littlestown Foundry, Inc.Principal Smallcap Sep Acct-R6separate accountPooled vehicles$101,515 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022IPL Retirement Plan for Bargaining Unit EesPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$133,913 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wise Foods Pension PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$907,375 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2021Menorah Campus Defined Benefit PlanPrincipal Smallcap Sep Acct-R6separate accountPooled vehicles$755,462 heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.