DFX Intelligence
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Reading the graph
Allocators
Totowa, NJ
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 Short-Term Income Sa-Z | Principal | cash | $4.7M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Short-Term Income Sa-Z | Principal | cash | $4.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Global Multi-Str Sa-Z | Principal | Pooled vehicle | $2.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Global Multi-Str Sa-Z | Principal | Pooled vehicle | $1.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $402,241 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $359,913 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Liquid Assets Sep Acct-Z | Principal | Pooled vehicle | $337,569 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $319,334 | 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 | 96 | $8.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Danziger & Markhoff, LLP | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |