DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Escanaba, MI
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 |
|---|---|---|---|---|---|---|
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $1.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $1.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $1.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $1.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $1.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $919,225 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $908,170 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $907,538 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $906,276 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $841,073 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Voya Large Cap Growth Cit N | n/a | Public equity | $533,928 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $528,186 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $526,861 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $521,565 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $490,026 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $479,860 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/t. Rowe Price Institution | T. Rowe Price Trust Company | Pooled vehicle | $426,421 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $424,169 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/causeway International Va | n/a | Pooled vehicle | $402,073 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/t. Rowe Price Institution | T. Rowe Price Trust Company | Pooled vehicle | $385,429 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $385,077 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Voya Large Cap Growth Cit N | n/a | Public equity | $374,266 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/causeway International Va | n/a | Pooled vehicle | $370,108 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $367,295 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Allspring Growth Cit N | Allspring | Pooled vehicle | $186,960 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 22 | $2.4M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 78 | $8.5M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Custody Solutions | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock | n/a | Dec 31, 2022 | n/a | yes | fact |
| Dodge & Cox | n/a | Dec 31, 2022 | n/a | yes | fact |
| T. Rowe Price Trust Company | n/a | Dec 31, 2022 | n/a | yes | fact |
| Allspring | n/a | Dec 31, 2022 | n/a | yes | fact |