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AllocatorsPlancorporate pension<100m

Retirement Plan for the Employees of Iluka Resources Inc.

Allocators

Prince George, VA

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Search this name across graphsid dfx:al:43a41530-3992-4b91-8a21-9f1812fb8b0d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 11
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: $14.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 92%
Participants: 265
Commitments: 13with an amount; holdings are counted apart
Managers: 1
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$11.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$5.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$3.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
FRS Westrn Ast Cr Pl Bd Cit G1	n/a	Pooled vehicle	$3.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
FRS Westrn Ast Cr Pl Bd Cit G1	n/a	Pooled vehicle	$2.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$2.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$2.4M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$1.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$687,620	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$560,707	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Real Estate Secs Sa-Z	Principal	Real estate	$503,024	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Real Estate Secs Sa-Z	Principal	Real estate	$4,372	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$4,242	Dec 31, 2023	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; 7 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$14.3M	Dec 31, 2024	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
Lpl-Rp	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Ilkua Resources Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Lpl-RpInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for the Employees of Iluka Resources Inc. no longer reports FRS Westrn Ast Cr Pl Bd Cit G1 (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
FRS Westrn Ast Cr Pl Bd Cit G1 Form 5500observed 5 days ago
$2.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Retirement Plan for the Employees of Iluka Resources Inc. first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $2M at 2024-12-31
Principal Form 5500observed 5 days ago
$2.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for the Employees of Iluka Resources Inc. no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$2.9M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for the Employees of Iluka Resources Inc. no longer reports Prin Equity Income Sa-Z (Principal) (last held $4,242 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$4,242
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Retirement Plan for the Employees of Iluka Resources Inc. first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $11M at 2024-12-31
Principal Form 5500observed 5 days ago
$11.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for the Employees of Iluka Resources Inc. no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$5.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Retirement Plan for the Employees of Iluka Resources Inc. first reports an interest in Prin Ldi Ext Dur Sep Acct-Z (Principal): $687,620 at 2024-12-31
Principal Form 5500observed 5 days ago
$687,620
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Retirement Plan for the Employees of Iluka Resources Inc. no longer reports Prin Real Estate Secs Sa-Z (Principal) (last held $4,372 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$4,372

Show 3 bookkeeping events

Occurred
Dec 31, 2023
Retirement Plan for the Employees of Iluka Resources Inc. total assets $18M -> $15M (-14.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Retirement Plan for the Employees of Iluka Resources Inc. plan assets $22M -> $18M (-20.7%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for the Employees of Iluka Resources Inc. funded ratio 98.7% -> 92.5% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:43a41530-3992-4b91-8a21-9f1812fb8b0d
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.