DFX Intelligence
Reading the graph
Reading the graph
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Allocators
White Plains, NY
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.
| Vehicle | Manager | Bucket | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| J•••• G••••• S••••• E••••• F••• | J• M••••• C•••• | Public equity | $126M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• G••••• S••••• E••••• F••• | J• M••••• C•••• | Public equity | $110M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 5 | $29.0M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A••••••••• B••• | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| C••••• G•••• T••••••••• C•••••••• | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| J• M••••• C•••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| J••• M••••• I••••••••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| H•••••• C••••••••• • C•• | Investment management |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| J•••• G••••• S••••• E••••• F••• | J• M••••• C•••• | Public equity | $102M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• C•••••••• H••• Y•••• F••• | J• M••••• C•••• | Fixed income | $86.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• C••• B••• F••• | J• M••••• C•••• | Fixed income | $65.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| J•••• C•••••••• H••• Y•••• F••• | J• M••••• C•••• | Fixed income | $65.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| J•••• C••• B••• F••• | J• M••••• C•••• | Fixed income | $54.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• I••••• F••• | J• M••••• C•••• | Fixed income | $53.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• G••••• A•••••••• F••• | J• M••••• C•••• | Pooled vehicle | $43.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• G••••• A•••••••• F••• | J• M••••• C•••• | Pooled vehicle | $39.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• S•••••••• P••••••• F••• | J••• M••••• C•••• | Real estate | $39.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• G••••• A•••••••• F••• | J• M••••• C•••• | Pooled vehicle | $37.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| J•••• V•••• A•••••••• F••• | J• M••••• C•••• | Pooled vehicle | $36.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• C••• B••• F••• | J• M••••• C•••• | Fixed income | $31.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• S•••••••• P••••••• F••• | J••• M••••• C•••• | Real estate | $31.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| J•••• C•••••••• H••• Y•••• F••• | J• M••••• C•••• | Fixed income | $29.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• S•••••••• P••••••• F••• | J••• M••••• C•••• | Real estate | $28.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| E••••••• M•••••• F•••• I••••• F••• | J• M••••• C•••• | Fixed income | $28.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• I••••• F••• | J• M••••• C•••• | Fixed income | $28.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• V•••• A•••••••• F••• | J• M••••• C•••• | Pooled vehicle | $26.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| C••••••••• T•••• F••• C•••• C••••• | J• M••••• C•••• | Private credit | $26.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| J•••• G••••• E••••••• M•••••• • O•• | J• M••••• C•••• | Public equity | $23.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• I••••••••• E••••• F••• | J• M••••• C•••• | Public equity | $22.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• G••••• E••••••• M•••••• • O•• | J• M••••• C•••• | Public equity | $22.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| J•••• I••••••••• E••••• F••• | J• M••••• C•••• | Public equity | $22.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Other investments | n/a | n/a | n/a | 2 | $12.5M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 10 | $62.7M | Dec 31, 2024 | Derived |
| C•••••/collective trusts | n/a | n/a | n/a | 79 | $479M | Dec 31, 2024 | Derived |
| C••••• stock | n/a | n/a | n/a | 1 | $3.5M | Dec 31, 2024 | Derived |
| S•••• M•••• A••••••• |
| Investment adviser |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| C•••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| K•• D••••••••• S••••••••• L•• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A••••••••• B••• o• N•• Y••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |
| A••••••••• B••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |