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AllocatorsPlancorporate pension<100m

Barnesville Hospital Association, Inc. Retirement Plan

Allocators

Barnesville, OH

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Search this name across graphsid dfx:al:32eb8f6a-0313-4ed2-bc89-4793f1e5b890

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $4.0Mlatest reading; see basis
Assets as of: Jan 31, 2025
Assets basis: REPORTED
Funded ratio: 81%
Participants: 189
Commitments: 42with an amount; holdings are counted apart
Managers: 1
Funds: 17
Re-ups: 0
First-time managers: 0
Latest commitment: Jan 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jan 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 42

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$1.9M	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$1.9M	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$1.9M	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$592,095	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$408,953	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$404,520	Jan 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$304,459	Jan 31, 2025	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$300,166	Jan 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$276,672	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$232,997	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$231,653	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$230,325	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$225,720	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$224,251	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin High Yield Sep Acct-Z	Principal	Fixed income	$222,912	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$218,870	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$197,101	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$166,258	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$147,237	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$140,384	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$132,058	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$130,223	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$92,290	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$91,505	Jan 31, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$68,264	Jan 31, 2025	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	98	$3.9M	Jan 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Principal Global Investors LLC	Investment adviser	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Feb 1, 2022	Jan 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Barnesville Hospital Association Inc.Plan sponsorPlan sponsor
Feb 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Global Investors LLCInvestment consultantInvestment adviser
Feb 1, 2022 to Jan 31, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Feb 1, 2022 to Jan 31, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $224,251 at 2024-01-31; absent from the 2025-01-31 filing)
Principal Form 5500observed 5 days ago
$224,251
Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $39,851 at 2024-01-31; absent from the 2025-01-31 filing)
Principal Form 5500observed 5 days ago
$39,851
Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $31,660 at 2024-01-31; absent from the 2025-01-31 filing)
Principal Form 5500observed 5 days ago
$31,660
Occurred
Jan 31, 2025
Holding in a pooled vehicle started
Barnesville Hospital Association, Inc. Retirement Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $222,912 at 2025-01-31
Principal Form 5500observed 5 days ago
$222,912
Occurred
Jan 31, 2025
Holding in a pooled vehicle started
Barnesville Hospital Association, Inc. Retirement Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $59,605 at 2025-01-31
Principal Form 5500observed 5 days ago
$59,605
Occurred
Jan 31, 2024
Holding in a pooled vehicle ended
Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $29,457 at 2023-01-31; absent from the 2024-01-31 filing)
Principal Form 5500observed 5 days ago
$29,457

Show 2 bookkeeping events

Occurred
Feb 1, 2023
Barnesville Hospital Association, Inc. Retirement Plan plan assets $9M -> $7M (-14.0%, 2022-02-01 to 2023-02-01)
Occurred
Feb 1, 2023
Barnesville Hospital Association, Inc. Retirement Plan funded ratio 95.7% -> 81.7% (2022-02-01 to 2023-02-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:32eb8f6a-0313-4ed2-bc89-4793f1e5b890
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Barnesville Hospital Association, Inc. Retirement Plan

Allocators

Barnesville, OH

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:32eb8f6a-0313-4ed2-bc89-4793f1e5b890

Vehicle

Manager

Bucket

Value

As of

Kind

Source