DFX Intelligence
Data Factory
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Reading the graph
Allocators
Huntington, WV
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 Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $3.0M | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $2.8M | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $2.5M | Jan 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $987,536 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $888,050 | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $855,531 | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $847,477 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $839,737 | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $814,476 | Jan 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $776,530 | Jan 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $768,286 | Jan 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $755,730 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $591,606 | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $579,098 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $565,620 | Jan 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $561,736 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $554,007 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $547,316 | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $490,365 | Jan 31, 2023 | Separate account | Dol form 5500 pension |
| Prin High Yield Sep Acct-Z | Principal | Fixed income | $360,702 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $358,794 | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $325,908 | Jan 31, 2023 | Separate account | Dol form 5500 pension |
| Prin High Income Sep Acct-Z | Principal | Fixed income | $324,882 | Jan 31, 2024 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $300,204 | Jan 31, 2025 | Separate account | Dol form 5500 pension |
| Prin High Income Sep Acct-Z | Principal | Fixed income | $296,883 | Jan 31, 2023 | 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 | 100 | $8.8M | Jan 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Global Investors LLC | Investment adviser | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |