DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Atlanta, GA
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 Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $8.4M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Glbl Emerg Markets Sa-Z | Principal | Pooled vehicle | $5.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $869,143 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Glbl Emerg Markets Sa-Z | Principal | Pooled vehicle | $21,941 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Other investments | n/a | n/a | n/a | 4 | $1.0M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 39 | $9.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 57 | $13.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Ascensus | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Clear Investment Reasearch, LLC | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Nyhart | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |