Item 1. | |
(a) | Name of issuer:
Carlyle Tactical Private Credit Fund |
(b) | Address of issuer's principal executive
offices:
ONE VANDERBILT AVE STE 3400 NEW YORK, NEW YORK 10017 |
Item 2. | |
(a) | Name of person filing:
This Statement is filed by Principal Global Investors, LLC (PGI) and Principal Life Insurance Company (PLIC). 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. 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. |
(b) | Address or principal business office or, if
none, residence:
Principal Life Insurance Company
711 HIGH STREET
DES MOINES, Iowa
50392-0300
Principal Global Investors, LLC
801 Grand Street
Des Moines, IA 50392 |
(c) | Citizenship:
PRINCIPAL LIFE INSURANCE CO - IOWA
PRINCIPAL GLOBAL INVESTORS - DELAWARE |
(d) | Title of class of securities:
Mandatory Redeemable Preferred Shares |
(e) | CUSIP No.:
1431062*2 |
Item 3. | If this statement is filed pursuant to §§
240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: |
(a) | Broker
or dealer registered under section 15 of the Act (15 U.S.C. 78o); |
(b) | Bank
as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); |
(c) | Insurance
company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); |
(d) | Investment
company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); |
(e) | An
investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E); |
(f) | An
employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F); |
(g) | A
parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G); |
(h) | A
savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C.
1813); |
(i) | A
church plan that is excluded from the definition of an investment company under section 3(c)(14)
of the Investment Company Act of 1940 (15 U.S.C. 80a-3); |
(j) | A
non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S.
institution in accordance with § 240.13d-1(b)(1)(ii)(J), please
specify the type of institution: |
(k) | Group,
in accordance with Rule 240.13d-1(b)(1)(ii)(K). |
| |
Item 4. | Ownership |
(a) | Amount beneficially owned:
The Series A Mandatory Redeemable Preferred Shares, the Series B Mandatory Redeemable Preferred Shares, the Series D Mandatory Redeemable Preferred Shares, and the Series H 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." The CUSIP number of the Series A Mandatory Redeemable Preferred Shares is 1431062*2. The CUSIP number of the Series B Mandatory Redeemable Preferred Shares is 1431063*1. The CUSIP number of the Series D Mandatory Redeemable Preferred Shares is 143106A#9. The CUSIP number of the Series H Mandatory Redeemable Preferred Shares is 143106B#8.
Principal Global Investors, LLC and Principal Life Insurance Company jointly own 2,400,000 shares.
As of November 16, 2024, PGI may be deemed to be the beneficial owner of 2,400,000 Shares, which are beneficially owned directly by PLIC. |
(b) | Percent of class:
9.2 % |
(c) | Number of shares as to which the person has:
|
| (i) Sole power to vote or to direct the vote:
0
|
| (ii) Shared power to vote or to direct the
vote:
2400000
|
| (iii) Sole power to dispose or to direct the
disposition of:
0
|
| (iv) Shared power to dispose or to direct the
disposition of:
2400000
|
Item 5. | Ownership of 5 Percent or Less of a Class. |
| |
Item 6. | Ownership of more than 5 Percent on Behalf of
Another Person. |
|
Not Applicable
|
Item 7. | Identification and Classification of the
Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or
Control Person. |
|
Not Applicable
|
Item 8. | Identification and Classification of Members
of the Group. |
|
Not Applicable
|
Item 9. | Notice of Dissolution of Group. |
|
Not Applicable
|