DFX Intelligence
Data Factory
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Reading the graph
Allocators
Wilton, CT
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 | $29.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $23.6M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $22.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $21.5M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $21.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $18.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $15.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $12.7M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $6.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $5.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $4.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $3.4M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $2.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $2.3M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $1.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $1.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $1.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $1.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $930,041 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $783,464 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $777,238 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $542,995 | 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 | 60 | $48.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 39 | $31.9M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Creative Planning | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Caron & Bletzer PLLC | 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 |