DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Canonsburg, PA
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 |
|---|---|---|---|---|---|---|
| DB Growth Portfolio | n/a | Pooled vehicle | $5.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $2.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $2.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $1.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $1.3M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $1.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $1.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $868,006 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $819,207 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $624,724 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $615,553 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $592,491 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $584,128 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $573,030 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $569,379 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $521,882 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap S&p 400 Idx Sa-Z | Principal | Pooled vehicle | $498,791 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $440,053 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Smcap S&p 600 Index Sa-Z | Principal | Pooled vehicle | $429,341 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $205,114 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $173,685 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $155,047 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $17,409 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 61 | $5.0M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 39 | $3.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Capfinancial Partners, LLC | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |