DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Chestnut Hill, MA
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 |
|---|---|---|---|---|---|---|---|
| Cash | n/a | n/a | n/a | 15 | $632M | May 31, 2025 | Reported |
| FIXED INCOME | n/a | n/a | n/a | 15 | $658M | May 31, 2025 | Reported |
| Equities | n/a | n/a | n/a | 67 | $2.9B | May 31, 2025 | Reported |
| REAL ESTATE | n/a | n/a | n/a | 3 | $115M | May 31, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| John J Zona | CHIEF INVESTMENT OFFICER | cio | n/a | yes | n/a | Irs 990 |