DFX Intelligence
Data Factory
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Reading the graph
Allocators
Southfield, MI
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 Long Duration Sa-Z | Principal | Fixed income | $2.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $833,232 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $817,871 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $659,102 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $381,279 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $381,083 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $378,839 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $369,201 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $277,458 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $272,741 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $270,591 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $256,597 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $236,636 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $228,265 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $166,331 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $165,203 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $123,950 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $103,162 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin High Income Sep Acct-Z | Principal | Fixed income | $96,825 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin High Income Sep Acct-Z | Principal | Fixed income | $95,917 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $82,139 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $79,069 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $72,949 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth III Sa-Z | Principal | Pooled vehicle | $54,353 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $54,193 | 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 | 98 | $3.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Gjc | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |