DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Reserve, LA
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 | $11.7M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $10.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $9.7M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $9.6M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $8.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $7.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $4.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $3.2M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $1.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $1.1M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $846,037 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $691,891 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $541,103 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $396,758 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $390,803 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $294,502 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Org Emg Mkts Sep Acct-Z | Principal | Pooled vehicle | $242,497 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Smallcap Sep Acct-Z | Principal | Pooled vehicle | $231,609 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $201,378 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $120,127 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $78,484 | Dec 31, 2023 | 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 | 100 | $23.9M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |