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AllocatorsPlancorporate pension<100m

Foley & Lardner LLP Pension Plan

Allocators

Milwaukee, WI

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Search this name across graphsid dfx:al:6de8aefe-be50-40fa-a756-9d40027e597d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 6
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: $44.8Mlatest reading; see basis
Assets as of: Jan 31, 2025
Assets basis: REPORTED
Funded ratio: 104%
Participants: 346
Commitments: 24with an amount; holdings are counted apart
Managers: 1
Funds: 10
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$33.3M	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$30.0M	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$24.1M	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$8.0M	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$6.2M	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$5.8M	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$4.6M	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$3.9M	Jan 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$3.5M	Jan 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$2.9M	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$2.6M	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$2.0M	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.1M	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$1.0M	Jan 31, 2024	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$926,045	Jan 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$769,369	Jan 31, 2025	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$701,244	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$510,396	Jan 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$472,386	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Intl Smallcap Sep Acct-Z	Principal	Pooled vehicle	$399,796	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$286,878	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$249,066	Jan 31, 2024	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$208,101	Jan 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$94,738	Jan 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; 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	$44.0M	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)

← Foley & Lardner LLPPlan 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

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

Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
Foley & Lardner LLP Pension Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $472,386 at 2024-01-31; absent from the 2025-01-31 filing)
Principal Form 5500observed 3 days ago
$472,386
Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
Foley & Lardner LLP Pension Plan no longer reports Prin Midcap S&p 400 Idx Sa-Z (Principal) (last held $249,066 at 2024-01-31; absent from the 2025-01-31 filing)
Principal Form 5500observed 3 days ago
$249,066
Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
Foley & Lardner LLP Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $94,738 at 2024-01-31; absent from the 2025-01-31 filing)
Principal Form 5500observed 3 days ago
$94,738
Occurred
Jan 31, 2025
Holding in a pooled vehicle ended
Foley & Lardner LLP Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $286,878 at 2024-01-31; absent from the 2025-01-31 filing)
Principal Form 5500observed 3 days ago
$286,878
Occurred
Jan 31, 2024
Holding in a pooled vehicle ended
Foley & Lardner LLP Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $399,796 at 2023-01-31; absent from the 2024-01-31 filing)
Principal Form 5500observed 3 days ago
$399,796

Show 1 bookkeeping events

Occurred
Feb 1, 2023
Foley & Lardner LLP Pension Plan funded ratio 99.6% -> 105.2% (2022-02-01 to 2023-02-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:6de8aefe-be50-40fa-a756-9d40027e597d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Foley & Lardner LLP Pension Plan

Allocators

Milwaukee, WI

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:6de8aefe-be50-40fa-a756-9d40027e597d

Vehicle

Manager

Bucket

Value

As of

Kind

Source