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Allocators
Melville, NY
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 Ldi Corporate 15-25 Years | Principal Global Investors LLC | Pooled vehicle | $17.8M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal Ldi Corporate 5-15 Years | Principal Global Investors LLC | Pooled vehicle | $16.1M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal Ldi Corporate 25 + Years | Principal Global Investors LLC | Pooled vehicle | $8.5M | Sep 30, 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 | 67 | $42.4M | Sep 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 7 | $4.4M | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 26 | $16.1M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal | Directed trustee | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Vanguard Fiduciary Trust Company | Directed trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Principal Global Investors LLC | n/a | Sep 30, 2025 | n/a | yes | fact |
| Vanguard Advisors Inc. | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |