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AllocatorsPlancorporate pension<100m

Community Action Agency of South Alabama Defined Benefit Pension Plan

Allocators

Daphne, AL

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Search this name across graphsid dfx:al:d4f79cdf-7a32-44cb-80f3-c0427f789847

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 22
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $5.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 87%
Participants: 252
Commitments: 35with an amount; holdings are counted apart
Managers: 1
Funds: 18
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 35

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$4.6M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$2.0M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$1.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$654,392	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Bond Market Index Sa-Z	Principal	Fixed income	$614,227	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$594,014	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$590,513	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$548,691	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$531,316	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$434,735	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$433,492	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$420,869	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$407,418	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$399,746	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Diversified Intl Sa-Z	Principal	Hedge diversifiers	$340,017	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$250,619	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$250,329	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$230,287	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$230,264	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin High Income Sep Acct-Z	Principal	Fixed income	$214,593	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$191,628	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Overseas Sep Acct-Z	Principal	Pooled vehicle	$144,860	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$122,362	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$122,184	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Org Emg Mkts Sep Acct-Z	Principal	Pooled vehicle	$118,818	Dec 31, 2022	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$5.8M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Steward Partners Investment Adv LLC	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Wells Fargo Advisors, LLC	Investment adviser	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
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Community Action Agency of South AlabamaPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Wells Fargo Advisors, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Global Investors LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Steward Partners Investment Adv LLCInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Principal Global Investors LLC appears on Community Action Agency of South Alabama Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Principal Global Investors LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Wells Fargo Clearing Svcs (wf Advs) no longer appears on Community Action Agency of South Alabama Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Wells Fargo Advisors, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Community Action Agency of South Alabama Defined Benefit Pension Plan first reports an interest in Prin Ldi Ext Dur Sep Acct-Z (Principal): $250,329 at 2024-12-31
Principal Form 5500observed 4 days ago
$250,329
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Smcap Value II Sep Acct-Z (Principal) (last held $41,134 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$41,134
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Community Action Agency of South Alabama Defined Benefit Pension Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $5M at 2024-12-31
Principal Form 5500observed 4 days ago
$4.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Smcap Growth I Sep Acct-Z (Principal) (last held $40,762 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$40,762
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Equity Income Sa-Z (Principal) (last held $594,014 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$594,014
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$2.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $654,392 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$654,392
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $122,362 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$122,362
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Principal Overseas Sep Acct-Z (Principal) (last held $191,628 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$191,628
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $230,264 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$230,264
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Midcap Value I Sa-Z (Principal) (last held $85,998 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$85,998
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $86,813 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$86,813
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Community Action Agency of South Alabama Defined Benefit Pension Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $433,492 at 2024-12-31
Principal Form 5500observed 4 days ago
$433,492
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $590,513 at 2023-12-31; absent from the 2024-12-31 filing)
Principal Form 5500observed 4 days ago
$590,513
Occurred
Dec 31, 2023
Consultant changed
Principal Global Investors LLC no longer appears on Community Action Agency of South Alabama Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Principal Global Investors LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Steward Partners Investment Adv LLC appears on Community Action Agency of South Alabama Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Steward Partners Investment Adv LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Community Action Agency of South Alabama Defined Benefit Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $69,461 at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$69,461

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Community Action Agency of South Alabama Defined Benefit Pension Plan funded ratio 80.0% -> 87.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Community Action Agency of South Alabama Defined Benefit Pension Plan plan assets $7M -> $5M (-18.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Community Action Agency of South Alabama Defined Benefit Pension Plan funded ratio 98.6% -> 80.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:d4f79cdf-7a32-44cb-80f3-c0427f789847
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Community Action Agency of South Alabama Defined Benefit Pension Plan

Allocators

Daphne, AL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:d4f79cdf-7a32-44cb-80f3-c0427f789847

Vehicle

Manager

Bucket

Value

As of

Kind

Source