DFX Intelligence
Data Factory
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Allocators
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 |
|---|---|---|---|---|---|---|
| Boston Partners Large Cap Val Eq Fd | Boston Partners | Public equity | $17.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Boston Partners Large Cap Val Eq Fd | Boston Partners | Public equity | $17.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Boston Partners Large Cap Val Eq Fd | Boston Partners | Public equity | $12.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| WTC - Cif Core Bond Portfolio | Wellington Trust Company, Na | Fixed income | $9.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| WTC - Cif Core Bond Portfolio | Wellington Trust Company, Na | Fixed income | $7.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| WTC - Cif Core Bond Portfolio | Wellington Trust Company, Na | Fixed income | $6.9M | Dec 31, 2024 | 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 | 5 | $1.0M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 95 | $19.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Trust Co. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Wellington Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Boston Partners | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |