DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Nacogdoches, TX
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 | $3.0M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $3.0M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $2.9M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $1.9M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $1.8M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $1.8M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $1.5M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $1.1M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $1.1M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $983,674 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $955,343 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $921,833 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Real Estate Secs Sa-Z | Principal | Real estate | $694,985 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Real Estate Secs Sa-Z | Principal | Real estate | $694,499 | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Real Estate Secs Sa-Z | Principal | Real estate | $642,325 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $466,652 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $458,587 | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $439,099 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $410,157 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $394,522 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $302,516 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $288,779 | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $246,190 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $175,108 | Jun 30, 2025 | 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 | 94 | $8.6M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 3 | $274,477 | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bpas Actuarial and Pension Services | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Wilshire | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |