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AllocatorsPlancorporate pension<100m

SMC Global Holdings, Inc. Retirement Income Plan B

Allocators

Saint Marys, PA

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Search this name across graphsid dfx:al:0e2d8ea1-7aca-40cd-8b80-7044549ca91a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $6.2Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 96%
Participants: 107
Commitments: 27with an amount; holdings are counted apart
Managers: 1
Funds: 10
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 27

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.7M	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.6M	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.3M	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.8M	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.8M	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1.6M	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$771,989	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$630,437	Mar 31, 2025	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$506,719	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$486,710	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$467,062	Mar 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$466,651	Mar 31, 2025	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$462,007	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$453,494	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$438,619	Mar 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$229,905	Mar 31, 2025	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$214,250	Mar 31, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$192,196	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$150,854	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$134,591	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$105,987	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$105,056	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$92,681	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Intl Smallcap Sep Acct-Z	Principal	Pooled vehicle	$88,405	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$39,794	Mar 31, 2024	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$6.2M	Mar 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Principal Global Investors LLC	Investment adviser	Apr 1, 2023	Mar 31, 2024	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← SMC Global Holdings, Inc.Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Financial GroupInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Principal Global Investors LLCInvestment consultantInvestment adviser
Apr 1, 2023 to Mar 31, 2024factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2025
Holding in a pooled vehicle ended
SMC Global Holdings, Inc. Retirement Income Plan B no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $134,591 at 2024-03-31; absent from the 2025-03-31 filing)
Principal Form 5500observed 3 days ago
$134,591
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
SMC Global Holdings, Inc. Retirement Income Plan B no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $88,405 at 2023-03-31; absent from the 2024-03-31 filing)
Principal Form 5500observed 3 days ago
$88,405
Occurred
Dec 31, 2023
Consultant changed
Principal Global Investors, LLC appears on SMC Global Holdings, Inc. Retirement Income Plan B's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Principal Global Investors LLC Form 5500observed 3 days ago

Show 2 bookkeeping events

Occurred
Apr 1, 2024
SMC Global Holdings, Inc. Retirement Income Plan B funded ratio 98.6% -> 96.3% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2023
SMC Global Holdings, Inc. Retirement Income Plan B plan assets $8M -> $6M (-14.9%, 2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:0e2d8ea1-7aca-40cd-8b80-7044549ca91a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SMC Global Holdings, Inc. Retirement Income Plan B

Allocators

Saint Marys, PA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0e2d8ea1-7aca-40cd-8b80-7044549ca91a

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