DFX Intelligence
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Reading the graph
Allocators
Fitchburg, WI
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 Diversified Intl Sa-Z | Principal | Hedge diversifiers | $11.0M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $10.9M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $10.4M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $10.3M | Apr 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $9.8M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $9.7M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $9.4M | Apr 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $8.7M | Apr 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $7.8M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Diversified Intl Sa-Z | Principal | Hedge diversifiers | $7.7M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $7.1M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $6.9M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $6.9M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $6.6M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Long Duration Sa-Z | Principal | Fixed income | $6.5M | Apr 30, 2023 | Separate account | Dol form 5500 pension |
| Prin Largecap Growth I Sa-Z | Principal | Pooled vehicle | $6.4M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth III Sa-Z | Principal | Pooled vehicle | $5.7M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $5.1M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $4.7M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $3.8M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Midcap Sep Acct-Z | Principal | Pooled vehicle | $3.5M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $3.5M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $3.3M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Midcap Value I Sa-Z | Principal | Pooled vehicle | $3.2M | Apr 30, 2025 | Separate account | Dol form 5500 pension |
| Prin Bond Market Index Sa-Z | Principal | Fixed income | $2.9M | Apr 30, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $368,522 | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $26,635 | Apr 30, 2025 | Derived |
| Insurance company general account | n/a | n/a | n/a | 1 | $1.2M | Apr 30, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 97 | $79.1M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| United Actuarial Services, Inc. | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Principal Global Investors LLC | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| The Previant Law Firm, S.C. | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |