DFX Intelligence
Data Factory
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Reading the graph
Allocators
Ossian, IA
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 |
|---|---|---|---|---|---|---|
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $9.0M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $5.5M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $5.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $5.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $5.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/m-M Liability Sol. Cit I | n/a | Pooled vehicle | $5.0M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $3.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.7M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $2.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit | n/a | Public equity | $2.6M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/m-M Liability Sol. Cit I | n/a | Pooled vehicle | $2.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $2.4M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit N | n/a | Public equity | $2.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $2.3M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $2.3M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.1M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $2.0M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $1.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $1.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $1.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.3M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $1.2M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $1.2M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $1.1M | Mar 31, 2023 | 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 | 63 | $42.1M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 37 | $24.5M | Mar 31, 2025 | Derived |