DFX Intelligence
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Allocators
NEW York, 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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $626,684 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 61 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| S•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| F•••••••• T•••• C•••••• I••••••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 2 | $1.6M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 12 | $8.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 4 | $3.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 19 | $14.0M | Dec 31, 2024 | Derived |