DFX Intelligence
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Reading the graph
Allocators
Grand Rapids, 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 |
|---|---|---|---|---|---|---|
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $523,886 | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $514,565 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $496,466 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| MID Cap Growth III Class R1 Fd | n/a | Pooled vehicle | $350,901 | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 2 | $350,901 | Jun 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 3 | $523,886 | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 94 | $16.6M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Stifel, Nicolaus and Company | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |