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AllocatorsPlancorporate pension<100m

Loparex Inc. Cullman Union Retirement Plan

Allocators

Cary, NC

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Search this name across graphsid dfx:al:50cd2bae-c24e-4cab-a36e-ff77bcb8c669

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, 4:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 5
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: $5.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 100%
Participants: 112
Commitments: 27with an amount; holdings are counted apart
Managers: 1
Funds: 16
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; showing 25 of 27

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$1.9M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$1.9M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$625,428	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$623,269	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$564,617	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$561,239	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$498,890	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$453,415	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$399,943	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$377,378	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$368,281	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$332,120	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$329,626	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$238,197	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin High Yield Sep Acct-Z	Principal	Fixed income	$219,147	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$218,856	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$182,120	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$176,948	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$148,318	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap Sep Acct-Z	Principal	Pooled vehicle	$147,564	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$116,287	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Growth III Sa-Z	Principal	Pooled vehicle	$82,510	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Value I Sa-Z	Principal	Pooled vehicle	$81,737	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap Growth I Sep Acct-Z	Principal	Pooled vehicle	$78,505	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap Value II Sep Acct-Z	Principal	Pooled vehicle	$78,067	Dec 31, 2024	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; 2 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	$5.3M	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
Principal Financial Group	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Loparex, Inc.Plan sponsorPlan sponsor
Jan 1, 2023 to presentfactForm 5500

Advised by (1)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Loparex Inc. Cullman Union Retirement Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $147,564 at 2024-12-31
Principal Form 5500observed 5 days ago
$147,564
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Loparex Inc. Cullman Union Retirement Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $218,856 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$218,856
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Loparex Inc. Cullman Union Retirement Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $219,147 at 2024-12-31
Principal Form 5500observed 5 days ago
$219,147
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Loparex Inc. Cullman Union Retirement Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $116,287 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$116,287
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Loparex Inc. Cullman Union Retirement Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $82,510 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 5 days ago
$82,510

Provenance

Graph: Allocators
Canonical id: dfx:al:50cd2bae-c24e-4cab-a36e-ff77bcb8c669
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.

Loparex Inc. Cullman Union Retirement Plan

Allocators

Cary, NC

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:50cd2bae-c24e-4cab-a36e-ff77bcb8c669

Vehicle

Manager

Bucket

Value

As of

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Source