DFX Intelligence
Data Factory
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Reading the graph
Allocators
Omaha, NE
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 Core Plus Bond Sep Acct-Z | Principal | Fixed income | $9.3M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| CG Long Duration Credit Trust US | Capital Guardian Trust Company | Private credit | $8.9M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| CG Long Duration Credit Trust US | Capital Guardian Trust Company | Private credit | $8.8M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| CAP Grp Lng Dur Gov Tr (US) Db | Capital Guardian Trust Company | Pooled vehicle | $8.3M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| CAP Grp Lng Dur Gov Tr (US) Db | Capital Guardian Trust Company | Pooled vehicle | $8.2M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $4.4M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $3.8M | Mar 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $3.0M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $2.9M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Global Multi-Str Sa-Z | Principal | Pooled vehicle | $2.5M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $1.7M | Mar 31, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $1.3M | Mar 31, 2024 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $1.1M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $1.1M | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $704,522 | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $527,642 | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap Value II Sep Acct-Z | Principal | Pooled vehicle | $337,879 | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap Growth I Sep Acct-Z | Principal | Pooled vehicle | $275,748 | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth III Sa-Z | Principal | Pooled vehicle | $158,266 | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 50 | $17.1M | Mar 31, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 11 | $3.8M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 39 | $13.2M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Capital Bank and Trust Company | Investment adviser | Apr 1, 2024 | Mar 31, 2025 | no | fact | Dol form 5500 pension |
| Grove Point Advisors, LLC | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |