DFX Intelligence
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Allocators
Bronx, 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 |
|---|---|---|---|---|---|---|
| Principal Trust Co. | Principal Trust Co. | Pooled vehicle | $74.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal Trust Co. | Principal Trust Co. | Pooled vehicle | $66.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal Trust Co. | Principal Trust Co. | Pooled vehicle | $62.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $947,500 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $14.3M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 21 | $66.2M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 61 | $189M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 10 | $31.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Trust Co. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Massa & Associates, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |