DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Moline, IL
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 | $1.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $1.4M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $1.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $822,437 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $786,295 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $763,659 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $570,051 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $557,834 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $470,940 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $439,015 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $410,811 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $255,639 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $189,705 | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 15 | $2.9M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 84 | $16.3M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |