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AllocatorsPlancorporate pension<100m

Retirement Plan for the Employees of Littlestown Foundry, Inc.

Allocators

Littlestown, PA

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Search this name across graphsid dfx:al:dc255d31-2a40-4326-a3bc-0597a1d48995

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
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: $6.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 106%
Participants: 133
Commitments: 51with an amount; holdings are counted apart
Managers: 1
Funds: 17
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 51

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Principal U.S. Property Sa-Z	Principal	Real estate	$858,154	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$763,403	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$746,173	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$611,613	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$581,215	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$574,237	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$545,785	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$469,303	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$467,128	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$444,119	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal Div Real Asset Sa-Z	Principal	Real assets	$402,291	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal Div Real Asset Sa-Z	Principal	Real assets	$390,681	Dec 31, 2023	Separate account	Dol form 5500 pension
Principal Div Real Asset Sa-Z	Principal	Real assets	$378,807	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$334,865	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$289,793	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$280,073	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$276,047	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$271,624	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$266,001	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Blue Chip Sa-Z	Principal	Pooled vehicle	$200,068	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Value III Sa-R6	Principal	Pooled vehicle	$196,876	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$189,257	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Largecap Value III Sa-R6	Principal	Pooled vehicle	$172,216	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Midcap Growth III Sa-Z	Principal	Pooled vehicle	$165,309	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Largecap Value III Sa-R6	Principal	Pooled vehicle	$156,854	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	23	$1.5M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	68	$4.5M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	10	$633,690	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
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wilshire	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Littlestown Foundry, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ WilshireInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Retirement Plan for the Employees of Littlestown Foundry, Inc. funded ratio 108.8% -> 105.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Retirement Plan for the Employees of Littlestown Foundry, Inc. plan assets $7M -> $6M (-12.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for the Employees of Littlestown Foundry, Inc. funded ratio 129.9% -> 108.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:dc255d31-2a40-4326-a3bc-0597a1d48995
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.

Retirement Plan for the Employees of Littlestown Foundry, Inc.

Allocators

Littlestown, PA

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:dc255d31-2a40-4326-a3bc-0597a1d48995

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