DFX Intelligence
Data Factory
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Reading the graph
Allocators
Wilmington, DE
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 |
|---|---|---|---|---|---|---|
| Principal U.S. Property Sa-Z | Principal | Real estate | $122,519 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $98,486 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Principal U.S. Property Sa-Z | Principal | Real estate | $13,432 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 11 | $9.0M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 0 | $13,432 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 88 | $68.9M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| SEI Investment Company | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Ris | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Principal Life Insurance Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |