DFX Intelligence
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Reading the graph
Allocators
Falconer, 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 |
|---|---|---|---|---|---|---|
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $831,501 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $825,472 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $555,040 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $513,082 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $506,460 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $436,805 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $428,369 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $368,061 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $303,321 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $300,153 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Real Estate Secs Sa-Z | Principal | Real estate | $296,127 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $295,812 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $282,019 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $267,884 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $260,690 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $250,046 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Real Estate Secs Sa-Z | Principal | Real estate | $232,999 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Real Estate Secs Sa-Z | Principal | Real estate | $199,432 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $184,802 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $4,174 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $3,788 | 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 | 57 | $3.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 42 | $2.5M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |