DFX Intelligence
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Allocators
LOS Angeles, CA
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 | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Wtc-Cif Research Equity Portfolio | Wellington Trust Company, Na | Public equity | $31.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Intech U.S. Enhanced Plus LLC | Janus Capital Group Company | Pooled vehicle | $30.2M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Afl-Cio Housing Investment Trust | Afl-Cio Housing Inv | Pooled vehicle | $29.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Afl-Cio Housing Investment Trust | Afl-Cio Housing Inv | Pooled vehicle | $28.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Afl-Cio Housing Investment Trust | Afl-Cio Housing Inv | Pooled vehicle | $27.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Morgan Stanley International Value | Morgan Stanley Investment Managemen | Pooled vehicle | $17.3M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Morgan Stanley International Value | Morgan Stanley Investment Managemen | Pooled vehicle | $16.8M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Morgan Stanley International Value | Morgan Stanley Investment Managemen | Pooled vehicle | $14.3M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Emerging Markets Trust | n/a | Public equity | $8.1M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Emerging Markets Trust | n/a | Public equity | $7.4M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Emerging Markets Trust | n/a | Public equity | $6.5M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $1.6M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $4.9M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 6 | $25.7M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 7 | $29.3M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 6 | $25.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 78 | $329M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| US Bank N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| US Bank | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal Marco Advisors | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Intech Investment Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Morgan Stanley Investment Mgt Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |