DFX Intelligence
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Allocators
Santa Ana, CA
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 | $633,715 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $420,638 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $245,022 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $240,554 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit | n/a | Public equity | $238,672 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $238,618 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/t. Rowe Price Institution | T. Rowe Price Trust Company | Pooled vehicle | $196,198 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | n/a | Pooled vehicle | $194,281 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/causeway International Va | n/a | Pooled vehicle | $183,529 | Dec 31, 2024 | 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 | 50 | $3.1M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 41 | $2.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 7 | $431,299 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Trust Co. | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Deloitte Consulting LLP | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Blackrock | n/a | Dec 31, 2024 | n/a | yes | fact |
| T. Rowe Price Trust Company | n/a | Dec 31, 2024 | n/a | yes | fact |