DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Little Rock, AR
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 Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $857,013 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $702,020 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Lgcp S&p 500 Index Sa-Z | Principal | Pooled vehicle | $588,083 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $569,861 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $561,745 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $378,915 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $357,557 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $354,770 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $354,537 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $350,805 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $346,569 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $341,712 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $316,706 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $307,662 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Prin Equity Income Sa-Z | Principal | Fixed income | $281,880 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $281,549 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Intl Equity Index Sa-Z | Principal | Public equity | $268,626 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $257,003 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $249,861 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Prin Core Fix Inc Sep Acct-Z | Principal | Pooled vehicle | $216,586 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Core Plus Bond Sep Acct-Z | Principal | Fixed income | $214,981 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Blue Chip Sa-Z | Principal | Pooled vehicle | $204,301 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Prin Govt & Hq Bond Sa-R6 | Principal | Fixed income | $201,781 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal Overseas Sep Acct-Z | Principal | Pooled vehicle | $168,007 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $160,824 | 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 | 98 | $3.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Stifel, Nicolaus and Company | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal Financial Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |