DFX Intelligence
Data Factory
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Reading the graph
Allocators
Mequon, WI
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $5.2M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $3.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $3.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $2.9M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Capital Appr Sa-R3 | Principal | Pooled vehicle | $2.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $1.9M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Capital Appr Sa-R3 | Principal | Pooled vehicle | $1.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $1.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $1.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $1.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $1.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $655,570 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $591,727 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $518,540 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $413,302 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $55,962 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $50,140 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $32,693 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $29,742 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $5,877 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $10.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | Investment adviser | Jan 1, 2025 | Mar 31, 2025 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |