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AllocatorsPlancorporate pension<100m

Swisslog Retirement Income Plan for Salaried Employees

Allocators

Broomfield, CO

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Search this name across graphsid dfx:al:2758e611-972d-4d09-b3b6-d1d7687dca1a

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 6
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: $7.2Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 123%
Participants: 158
Commitments: 14with an amount; holdings are counted apart
Managers: 1
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2025
Consultants: 1
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Principal U.S. Property Sa-Z	Principal	Real estate	$2.3M	Mar 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$1.9M	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$827,281	Mar 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$776,526	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$748,916	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$489,870	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap Growth I Sep Acct-Z	Principal	Pooled vehicle	$399,990	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$399,376	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap Growth I Sep Acct-Z	Principal	Pooled vehicle	$298,826	Mar 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$192,783	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$156,168	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Smcap Growth I Sep Acct-Z	Principal	Pooled vehicle	$146,478	Mar 31, 2025	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$42,702	Mar 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$40,457	Mar 31, 2023	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	18	$1.3M	Mar 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	82	$6.0M	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
Brentwood Asset Adv	Investment adviser	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Dean Actuaries, LLC	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Innovest Portfolio Solut	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Translogic CorporationPlan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (3)

→ Dean Actuaries, LLCInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Innovest Portfolio SolutInvestment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Brentwood Asset AdvInvestment consultantInvestment adviser
Apr 1, 2024 to Mar 31, 2025factForm 5500

Dated events

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

Occurred
Mar 31, 2025
Holding in a pooled vehicle ended
Swisslog Retirement Income Plan for Salaried Employees no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $42,702 at 2024-03-31; absent from the 2025-03-31 filing)
Principal Form 5500observed 6 days ago
$42,702
Occurred
Dec 31, 2024
Consultant changed
Brentwood Asset Advisors appears on Swisslog Retirement Income Plan for Salaried Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Brentwood Asset Adv Form 5500observed 6 days ago

Show 4 bookkeeping events

Occurred
Mar 31, 2025
Swisslog Retirement Income Plan for Salaried Employees total assets $20M -> $7M (-63.3%, 2024-03-31 to 2025-03-31)
Occurred
Apr 1, 2024
Swisslog Retirement Income Plan for Salaried Employees funded ratio 127.6% -> 122.7% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2023
Swisslog Retirement Income Plan for Salaried Employees plan assets $22M -> $19M (-10.6%, 2022-04-01 to 2023-04-01)
Occurred
Apr 1, 2023
Swisslog Retirement Income Plan for Salaried Employees funded ratio 123.5% -> 127.6% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2758e611-972d-4d09-b3b6-d1d7687dca1a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.