DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Southfield, MI
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 Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $5.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $5.3M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $4.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $4.7M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $3.0M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $1.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $1.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $992,545 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $884,324 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $848,376 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $786,684 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $592,277 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $369,850 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin High Income Sep Acct-Z | Principal | Fixed income | $347,133 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $294,481 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $207,916 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $194,292 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth III Sa-Z | Principal | Pooled vehicle | $189,056 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $173,279 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap Value II Sep Acct-Z | Principal | Pooled vehicle | $96,746 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap Growth I Sep Acct-Z | Principal | Pooled vehicle | $95,876 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $10.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Gjc | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Kestra Advisory Services | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | 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 |