0000009712-25-000102.txt : 20251106 0000009712-25-000102.hdr.sgml : 20251106 20251106100250 ACCESSION NUMBER: 0000009712-25-000102 CONFORMED SUBMISSION TYPE: SCHEDULE 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20251106 DATE AS OF CHANGE: 20251106 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Carlyle Tactical Private Credit Fund CENTRAL INDEX KEY: 0001725472 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-93597 FILM NUMBER: 251456658 BUSINESS ADDRESS: STREET 1: ONE VANDERBILT AVE STE 3400 CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 833-677-3646 MAIL ADDRESS: STREET 1: ONE VANDERBILT AVE STE 3400 CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: OFI Carlyle Private Credit Fund DATE OF NAME CHANGE: 20180418 FORMER COMPANY: FORMER CONFORMED NAME: Carlyle Global Private Credit Fund DATE OF NAME CHANGE: 20180418 FORMER COMPANY: FORMER CONFORMED NAME: OFI Carlyle Global Private Credit Fund DATE OF NAME CHANGE: 20171214 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: PRINCIPAL LIFE INSURANCE CO CENTRAL INDEX KEY: 0000009712 ORGANIZATION NAME: EIN: 420127290 FILING VALUES: FORM TYPE: SCHEDULE 13G/A BUSINESS ADDRESS: STREET 1: 711 HIGH STREET CITY: DES MOINES STATE: IA ZIP: 50392-0300 BUSINESS PHONE: 5152475111 MAIL ADDRESS: STREET 1: 711 HIGH STREET CITY: DES MOINES STATE: IA ZIP: 50392-0300 FORMER COMPANY: FORMER CONFORMED NAME: PRINCIPAL MUTUAL LIFE INSURANCE CO DATE OF NAME CHANGE: 19920929 FORMER COMPANY: FORMER CONFORMED NAME: BANKERS LIFE CO DATE OF NAME CHANGE: 19600201 FORMER COMPANY: FORMER CONFORMED NAME: BANKERS LIFE ASSOCIATION DATE OF NAME CHANGE: 19600201 SCHEDULE 13G/A 1 primary_doc.xml SCHEDULE 13G/A 0001085146-24-004584 0000009712 XXXXXXXX LIVE 3 Mandatory Redeemable Preferred Shares 09/30/2025 0001725472 Carlyle Tactical Private Credit Fund 1431062*2 ONE VANDERBILT AVE STE 3400 NEW YORK NY 10017 Rule 13d-1(b) PRINCIPAL LIFE INSURANCE CO IA 0 2400000 0 2400000 2400000 N 6.3 IC PRINCIPAL GLOBAL INVESTORS DE 0 2400000 0 2400000 2400000 N 6.3 IA Carlyle Tactical Private Credit Fund ONE VANDERBILT AVE STE 3400, NEW YORK, NEW YORK 10017 This Statement is filed by Principal Life Insurance Company (PLIC) and Principal Global Investors, LLC (PGI) and jointly pursuant to a Joint Filing Agreement, which is filed with this Schedule 13G as Exhibit 99.1. This Statement relates to the shares of Mandatory Redeemable Preferred Stock (the Shares) of the Issuer indirectly beneficially owned by PGI and directly beneficially owned by PLIC. Principal Life Insurance Company 711 HIGH STREET DES MOINES, IA 50392 Principal Global Investors, LLC 711 HIGH STREET DES MOINES, IA 50392 PRINCIPAL LIFE INSURANCE CO - IOWA PRINCIPAL GLOBAL INVESTORS - DELAWARE N IC IA The Series A (CUSIP No. 1431062*2), Series B (CUSIP No. 1431063*1), Series D (CUSIP No. 143106A#9), and Series H (CUSIP No. 143106B#8) Mandatory Redeemable Preferred Shares form a single class of the Issuer's preferred equity securities and are collectively referred to in this Schedule 13G as the "Mandatory Redeemable Preferred Shares". Principal Life Insurance Company (PLIC) and Principal Global Investors, LLC (PGI) jointly own 2,400,000 Shares. As of September 30, 2025, PGI may be deemed to be the beneficial owner of 2,400,000 Shares, which are beneficially owned directly by PLIC. 6.3 PRINCIPAL LIFE INSURANCE CO - 0 PRINCIPAL GLOBAL INVESTORS - 0 PRINCIPAL LIFE INSURANCE CO - 2,400,000 PRINCIPAL GLOBAL INVESTORS - 2,400,000 PRINCIPAL LIFE INSURANCE CO - 0 PRINCIPAL GLOBAL INVESTORS - 0 PRINCIPAL LIFE INSURANCE CO - 2,400,000 PRINCIPAL GLOBAL INVESTORS - 2,400,000 Y Y Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. This Statement is filed by Principal Global Investors, LLC ("PGI") and Principal Life Insurance Company (PLIC) jointly pursuant to a Joint Filing Agreement, which is filed with this Schedule 13G as Exhibit 99.1. PRINCIPAL LIFE INSURANCE CO /s/ J. Markham Penrod 11/04/2025 PRINCIPAL GLOBAL INVESTORS /s/ J. Markham Penrod 11/04/2025