DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Elmwood Park, NJ
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 | $21.9M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $21.7M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $20.5M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Inflation Protect Sa-R6 | Principal | Pooled vehicle | $17.0M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Inflation Protect Sa-R6 | Principal | Pooled vehicle | $16.0M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $10.4M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $9.7M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $9.4M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $9.3M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $8.5M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $6.9M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $6.0M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $5.4M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $4.9M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $4.6M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Inflation Protect Sa-R6 | Principal | Pooled vehicle | $4.6M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $3.6M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $3.5M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $3.5M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth Sep Acct-Z | Principal | Pooled vehicle | $3.5M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth Sep Acct-Z | Principal | Pooled vehicle | $2.8M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $2.8M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $2.2M | Oct 8, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $2.1M | Oct 8, 2024 | Separate account | Dol form 5500 pension |
| Prin Short-Term Income Sa-Z | Principal | cash | $1.5M | Oct 8, 2023 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $17,954 | Oct 8, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 100 | $75.8M | Oct 8, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Towers Watson Investment Services, | Investment adviser | Oct 9, 2024 | Oct 8, 2025 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Oct 9, 2023 | Oct 8, 2024 | no | fact | Dol form 5500 pension |
| Kestra Advisory Services | Investment adviser | Oct 9, 2022 | Oct 8, 2023 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | Investment adviser | Oct 9, 2022 | Oct 8, 2023 | no | fact | Dol form 5500 pension |