DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Breinigsville, 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 |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $1.1M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 23 | $208M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 2 | $18.5M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 57 | $527M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 2 | $20.9M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 13 | $121M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 0 | $42,148 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Wilshire | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Capital International, Inc. | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Pimco | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Nisa Investment Advisors, LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Fidelity Institutional Asset Manage | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |