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Allocators
Towson, MD
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 |
|---|---|---|---|---|---|---|
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $25.8M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $25.2M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Long Duration U.S. | Legal and General | Fixed income | $24.8M | Jun 30, 2023 | 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 | 3 | $1.0M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 72 | $25.8M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 25 | $9.0M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bolton Partners, Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Legal & General Inv Mgmt America | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| PNC Bank, National Association | trustee | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Epoch Investment Partners | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |