DFX Intelligence
Data Factory
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Reading the graph
Allocators
Williamsville, NY
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 Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $2.6M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $2.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth Sep Acct-Z | Principal | Pooled vehicle | $2.1M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $1.9M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $1.2M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $1.0M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Metro West Total Return Bond F | Principal | Fixed income | $1.0M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Metro West Total Return Bond F | Principal | Fixed income | $981,840 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $806,505 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Metro West Total Return Bond F | Principal | Fixed income | $793,462 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $727,035 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $683,825 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Inflation Protect Sa-R6 | Principal | Pooled vehicle | $616,795 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth Sep Acct-Z | Principal | Pooled vehicle | $582,793 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Inflation Protect Sa-R6 | Principal | Pooled vehicle | $574,225 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Short-Term Income Sa-Z | Principal | cash | $523,471 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $491,059 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Short-Term Income Sa-Z | Principal | cash | $489,875 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $440,640 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Glbl Emerg Markets Sa-Z | Principal | Pooled vehicle | $394,901 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Inflation Protect Sa-R6 | Principal | Pooled vehicle | $392,895 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $389,466 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $385,359 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-R6 | Principal | Pooled vehicle | $383,638 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $382,399 | Dec 31, 2022 | 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 | 79 | $8.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 20 | $2.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Harper Danesh LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Nottingham Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |