DFX Intelligence
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Reading the graph
Allocators
Sunny Isles Beach, FL
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 Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $17.5M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $11.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $6.0M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $5.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $3.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $2.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $247,212 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $191,831 | 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 | 94 | $23.4M | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Ksdt CPA | Investment adviser | Jan 1, 2024 | Sep 16, 2024 | no | fact | Dol form 5500 pension |
| Ksdt CPA | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Ingham Retirement Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |