DFX Intelligence
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Reading the graph
Allocators
Bennington, NH
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 | $10.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $7.2M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $6.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $6.1M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $4.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $4.6M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $4.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $4.1M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $3.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $2.6M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $2.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $1.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $997,156 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $963,164 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $884,225 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $867,655 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $839,879 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $675,067 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $661,180 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $640,435 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $623,630 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $538,924 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Ext Dur Sep Acct-Z | Principal | Pooled vehicle | $507,729 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $492,317 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $489,486 | 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 | 99 | $24.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bank of New Hampshire Wealth | 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 |