DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Laredo, TX
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/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.5M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.3M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $2.0M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $1.8M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $1.8M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.7M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $1.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $1.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | Allspring | Fixed income | $1.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | Dodge & Cox | Pooled vehicle | $1.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $1.4M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Voya Large Cap Growth Cit N | n/a | Public equity | $994,393 | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $981,383 | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $973,579 | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $960,767 | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $873,338 | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $872,267 | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $865,769 | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Voya Large Cap Growth Cit N | n/a | Public equity | $863,397 | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $774,504 | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/t. Rowe Price Institution | T. Rowe Price Trust Company | Pooled vehicle | $773,512 | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $771,694 | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Voya Large Cap Growth Cit N | n/a | Public equity | $771,542 | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $757,725 | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $605,878 | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 78 | $15.9M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 18 | $3.6M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Financial Group | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| T. Rowe Price Trust Company | n/a | Jun 30, 2025 | n/a | yes | fact |
| Allspring | n/a | Jun 30, 2025 | n/a | yes | fact |
| Dodge & Cox | n/a | Jun 30, 2024 | n/a | yes | fact |
| Blackrock | n/a | Jun 30, 2023 | n/a | yes | fact |