DFX Intelligence
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Reading the graph
Allocators
Lancaster, PA
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 | 3 | $4.2M | Nov 30, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 31 | $41.3M | Nov 30, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 46 | $60.7M | Nov 30, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $102,423 | Nov 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 19 | $25.0M | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Metlife | General consultant | Dec 1, 2023 | Nov 30, 2024 | no | fact | Dol form 5500 pension |
| PNC Bank Association | trustee | Dec 1, 2023 | Nov 30, 2024 | no | fact | Dol form 5500 pension |
| Highland Consulting Associates Inc. | General consultant | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| The Vanguard Group | trustee | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Conrad Siegel | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fidelity Management & Research Comp | Investment management | Dec 1, 2023 | Nov 30, 2024 | no | fact |
| Vanguard Advisors Inc. | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |
| Federated Hermes Govt Obligations | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |