DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Madison, WI
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 4 | $2.7M | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $321,760 | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 94 | $60.2M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| United Actuarial Services, Inc. | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| LEE Jost & Associates | Pension consultant | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| US Bank | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |