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Allocators
Lafayette Hill, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| GMO Multi-Strategy Fund (onshore) | Grantham Mayo van Otterloo & Co LLC | Hedge diversifiers | $2.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $5.4M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 4 | $19.0M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 84 | $405M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 6 | $29.2M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 5 | $24.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bryn Mawr Trust | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Aon | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cbiz Ris | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Grantham Mayo van Otterloo & Co LLC | n/a | Dec 31, 2022 | n/a | yes | fact |
| Cbiz Ris | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Shamrock Capital Advisors LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Grantham, Mayo, van Oterloo Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Angeles Investment Advisors, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |