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Insurance Company SEC EDGAR Filing Roadshow Hub: Heartland / Plains (MO / IA / OK / KS / NE) HQ: Des Moines, IA

Principal Financial General Account

$104.0B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.26B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Buyout, Venture Capital, Energy Transition (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
27
5 Open Source Trails Below
Sum of Disclosed Rows
$2.26B
Total AUM: $104.0B
Median Disclosed Amount
$81.2M
Range: $15.0M – $183.7M
Disclosed Fund Multiples
13.2% Mean IRR (n=20) · 1.33x Mean TVPI (n=20)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Principal Financial General Account

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Blackstone Credit Opportunities Fund VI Private Credit 2025
$183.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Lovell Minnick Equity Partners VI, L.P. Buyout 2025
$172.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Asana Partners Fund III, LP Real Estate 2025
$159.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Streamlined V Venture Capital 2025
$151.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Khosla Ventures IX, LP Venture Capital 2025
$73.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — Principal Financial General Account

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Principal Financial General Account (Insurance Company, $104.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 4.8% vs. 4.1% Actual; $728.0M Unallocated Target Bandwidth). NAIC Schedule BA (NAIC Group 0332) General Account ($104.0B total invested assets; ~$5.0B Schedule BA Alternative LP allocation) deploying $10M-$60M checks into Capital-Efficient Private Credit, Mid-Market Buyout, Infrastructure & Real Estate. Gatekeeper / Intake Conduit: Mercer Alternatives.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Principal Financial General Account

713 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Principal Financial General Account (27 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 15 Shared Vehicles

Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Real Estate Credit Opportunity Partners IV (2025 Vintage)
Principal Financial General Account: $126.0M · SEC EDGAR Filing
Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory: $84.5M · SEC Form ADV 7.B

Additional shared vehicles: KKR Credit Dislocation Partners II (2025 Vintage) · KKR Real Estate Credit Opportunities II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Advocate Health (Atrium / Advocate Aurora) Investments

Healthcare / Hospital System North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Real Estate Credit Opportunities II (2025 Vintage)
Principal Financial General Account: $90.8M · SEC EDGAR Filing
Advocate Health (Atrium / Advocate Aurora) Investments: $61.0M · IRS Form 990 Sched D

Additional shared vehicles: KKR Real Estate Credit Opportunity Partners IV (2025 Vintage) · Khosla Ventures IX, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Cocheco Cowlitz Kensington Mutual & Casualty Insurance General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures IX, LP (2025 Vintage)
Principal Financial General Account: $73.5M · SEC EDGAR Filing
Cocheco Cowlitz Kensington Mutual & Casualty Insurance General Account: $83.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KKR Real Estate Credit Opportunity Partners IV (2025 Vintage) · KKR Real Estate Credit Opportunities II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+710 Additional Institutional LPs Report Shared Vehicles with Principal Financial General Account

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Principal Financial General Account

You are viewing 5 open public preview records (out of 27 total tracked records for Principal Financial General Account) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (713 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Principal Financial General Account

Private Credit LPs →Real Estate LPs →Buyout LPs →Venture Capital LPs →Energy Transition LPs →

Frequently Asked Questions: Principal Financial General Account

What type of institutional allocator is Principal Financial General Account and what is their typical disclosed ticket size?

Principal Financial General Account is categorized under Insurance Company (Regional Roadshow Hub: Heartland / Plains (MO / IA / OK / KS / NE); Headquarters: Des Moines, IA). Across 27 historical disclosure records tracked on Prilago ($2.26B total parsed USD across disclosed rows), the median disclosed amount is $81.2M (range: $15.0M to $183.7M).

Which private-market strategies appear in Principal Financial General Account's public disclosures?

Principal Financial General Account has disclosed records across Private Credit, Real Estate, Buyout, Venture Capital, Energy Transition. Open preview records include Blackstone Credit Opportunities Fund VI (2025 Vintage), Lovell Minnick Equity Partners VI, L.P. (2025 Vintage), Asana Partners Fund III, LP (2025 Vintage), Streamlined V (2025 Vintage).

How are Principal Financial General Account's historical records substantiated and separated from active searches on Prilago?

Records for Principal Financial General Account cite primary public disclosures (SEC EDGAR Filing), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Principal Financial General Account's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/principal-financial-general-account or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Principal Financial General Account?

In Prilago's bilateral commitment graph, Principal Financial General Account shares resolved underlying fund vehicles with 713 institutional LPs across 27 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory (15 shared vehicles, e.g. KKR Real Estate Credit Opportunity Partners IV (2025 Vintage)), Advocate Health (Atrium / Advocate Aurora) Investments (11 shared vehicles, e.g. KKR Real Estate Credit Opportunities II (2025 Vintage)), Cocheco Cowlitz Kensington Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Khosla Ventures IX, LP (2025 Vintage)).

Related Insurance Company & Heartland / Plains (MO / IA / OK / KS / NE) Institutional LPs

Missouri PSRS-PEERS (392)Oklahoma PERS (363)Missouri MOSERS (95)Kansas KPERS (88)Nebraska Investment Council (58)LAGERS (Missouri Local Government) (35)Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account (32)Catoctin Androscoggin Delacroix Mutual & Casualty Insurance General Account (32)Chautauqua Adirondack Stanfield Mutual & Casualty Insurance General Account (32)Chesapeake Bay Coral Gables Chesterfield Mutual & Casualty Insurance General Account (32)