DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.

Allocators

Richburg, SC

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:b76f7080-6b83-44fb-9422-8f361cf01b29

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 9
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $2.9Mlatest reading; see basis
Assets as of: Oct 31, 2025
Assets basis: REPORTED
Funded ratio: 103%
Participants: 144
Commitments: 44with an amount; holdings are counted apart
Managers: 1
Funds: 17
Re-ups: 0
First-time managers: 0
Latest commitment: Oct 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Oct 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 44

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Fin Grp, Inc. Stock Sa-R6	Principal	Public equity	$1.1M	Oct 31, 2025	Separate account	Dol form 5500 pension
Prin Fin Grp, Inc. Stock Sa-R6	Principal	Public equity	$1.1M	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Fin Grp, Inc. Stock Sa-R6	Principal	Public equity	$856,620	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$796,390	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$783,375	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$707,901	Oct 31, 2025	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$216,348	Oct 31, 2025	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$168,907	Oct 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$160,681	Oct 31, 2025	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$160,293	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$151,801	Oct 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$150,877	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$147,786	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$134,101	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$123,379	Oct 31, 2025	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$114,046	Oct 31, 2025	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$109,147	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$105,118	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$102,188	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$97,869	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$96,468	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$96,138	Oct 31, 2023	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$95,282	Oct 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$83,301	Oct 31, 2025	Separate account	Dol form 5500 pension
Prin High Yield Sep Acct-Z	Principal	Fixed income	$82,362	Oct 31, 2025	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$2.9M	Oct 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Principal Global Investors LLC	Investment adviser	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Nov 1, 2022	Oct 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Marcegaglia USA, Inc.Plan sponsorPlan sponsor
Nov 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Global Investors LLCInvestment consultantInvestment adviser
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

8 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Principal Global Investors LLC no longer appears on Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Principal Global Investors LLC Form 5500observed 6 days ago

Show 8 bookkeeping events

Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $38,981 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin Glbl Emerg Markets Sa-Z (Principal) (last held $32,038 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. no longer reports Prin High Income Sep Acct-Z (Principal) (last held $95,282 at 2024-10-31; absent from the 2025-10-31 filing)
Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. first reports an interest in Prin Midcap Sep Acct-Z (Principal): $34,177 at 2025-10-31
Occurred
Oct 31, 2025
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. first reports an interest in Prin High Yield Sep Acct-Z (Principal): $82,362 at 2025-10-31
Occurred
Nov 1, 2024
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. funded ratio 97.2% -> 103.2% (2023-11-01 to 2024-11-01)
Occurred
Nov 1, 2023
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. plan assets $3M -> $3M (-15.2%, 2022-11-01 to 2023-11-01)
Occurred
Nov 1, 2023
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. funded ratio 102.1% -> 97.2% (2022-11-01 to 2023-11-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:b76f7080-6b83-44fb-9422-8f361cf01b29
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc.

Allocators

Richburg, SC

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:b76f7080-6b83-44fb-9422-8f361cf01b29

Vehicle

Manager

Bucket

Value

As of

Kind

Source