DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Reedsville, WV
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 Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $245,984 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $228,973 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $208,009 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $204,935 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $198,479 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $193,158 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $184,327 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Intl I Separate Acct-R6 | Principal | Pooled vehicle | $180,959 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl I Separate Acct-R6 | Principal | Pooled vehicle | $177,782 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Ldi Short Dur Sep Acct-Z | Principal | Pooled vehicle | $176,842 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $164,116 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Intl I Separate Acct-R6 | Principal | Pooled vehicle | $160,666 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Ldi Intrm Dur Sep Acct-Z | Principal | Pooled vehicle | $157,128 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $155,671 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $152,293 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth Sep Acct-Z | Principal | Pooled vehicle | $130,288 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth Sep Acct-Z | Principal | Pooled vehicle | $116,799 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Midcap Growth Sep Acct-Z | Principal | Pooled vehicle | $115,841 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $112,362 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $111,442 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $89,039 | Dec 31, 2024 | 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 | 68 | $1.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Wilshire | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Edward Jones | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| AL Minor & Associates, Inc | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |