DFX Intelligence
Data Factory
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Reading the graph
Allocators
Omaha, NE
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 |
|---|---|---|---|---|---|---|
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $44.1M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $44.0M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $39.9M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $39.7M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $39.4M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $37.7M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $37.5M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $33.7M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $33.3M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $26.2M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $25.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $25.5M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $25.1M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $23.1M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $22.2M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $18.4M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $17.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $16.2M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $13.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $13.5M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit | n/a | Public equity | $12.7M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $12.6M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit N | n/a | Public equity | $12.0M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $11.8M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit | n/a | Public equity | $11.6M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 62 | $233M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 38 | $146M | Mar 31, 2025 | Derived |