DFX Intelligence
Data Factory
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Reading the graph
Allocators
SAN Diego, CA
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 Long Duration Sa-Z | Principal | Fixed income | $5.9M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $2.8M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $2.3M | Oct 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $1.0M | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $953,472 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $815,839 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Smcap Value II Sep Acct-Z | Principal | Pooled vehicle | $744,816 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $734,999 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $666,374 | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $652,785 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $596,564 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Principal Div Real Asset Sa-Z | Principal | Real assets | $592,557 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $591,272 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $588,951 | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap Value II Sep Acct-Z | Principal | Pooled vehicle | $564,643 | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $563,038 | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Gl Real Est Sec Sa-Z | Principal | Pooled vehicle | $557,805 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $556,744 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $540,503 | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap Growth I Sep Acct-Z | Principal | Pooled vehicle | $536,632 | Oct 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Div Inc Sa-Z | Principal | Pooled vehicle | $535,272 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Smcap Growth I Sep Acct-Z | Principal | Pooled vehicle | $533,423 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $522,446 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Glbl Emerg Markets Sa-Z | Principal | Pooled vehicle | $508,564 | Oct 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Short-Term Income Sa-Z | Principal | cash | $507,070 | Oct 31, 2024 | 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 | 100 | $11.1M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Financial Group | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |