DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Mount Airy, NC
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $886,060 | Jan 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $7,374 | Jan 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 8 | $2.4M | Jan 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 30 | $9.3M | Jan 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 59 | $18.4M | Jan 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Sageview Consulting Group | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Bank of America | trustee | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Merrill Lynch,pierce,fenner & Smith | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |