DFX Intelligence
Data Factory
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Reading the graph
Allocators
NEW York, NY
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 Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $84.4M | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $59.1M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $44.6M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $20.5M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $19.6M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $7.5M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $5.8M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $5.0M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Glbl Emerg Markets Sa-Z | Principal | Pooled vehicle | $1.9M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $1.6M | Oct 31, 2024 | 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 | $84.6M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | Investment adviser | Nov 1, 2024 | Oct 31, 2025 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | Investment adviser | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney | Investment adviser | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Goldman Sachs Asset Management | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |