DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Lansing, 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 |
|---|---|---|---|---|---|---|
| Principal U.S. Property Sa-Z | Principal | Real estate | $14.4M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $14.1M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Principal Div Real Asset Sa-Z | Principal | Real assets | $13.7M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $13.7M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $13.7M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Principal Div Real Asset Sa-Z | Principal | Real assets | $13.6M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $13.6M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $13.6M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Principal Div Real Asset Sa-Z | Principal | Real assets | $13.5M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $1.7M | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $1.6M | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $1.4M | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $33,033 | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $29,168 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $26,286 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $11,330 | Jun 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $10,788 | Jun 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $10,379 | Jun 30, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Insurance company general account | n/a | n/a | n/a | 0 | $1,765 | Jun 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 15 | $43.8M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 82 | $238M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Stifel, Nicolaus and Company | Investment adviser | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| Farm Bureau Life | actuary | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Deloitte Consulting LLP | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |