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Allocators
Oakbrook Terrace, IL
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 Small Cap Value | Wellington Trust Company, Na | Public equity | $5.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Small Cap Value | Wellington Trust Company, Na | Public equity | $4.6M | 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 | 11 | $3.4M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 32 | $10.0M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 57 | $17.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Wellington Trust Company, Na | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Aon | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Legal & General Inv Mgmt America | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Security Capital Research & Managem | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Wellington Trust Company | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Mercer | Investment adviser | 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 |