DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Davis, CA
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P•• L••• C•••••••• B••• | n/a | Fixed income | $22.5M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| L••• D••••••• B•••••••• F••• | n/a | Fixed income | $20.7M | Dec 31, 2023 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 11 | $6.4M | Dec 31, 2024 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 89 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| E•••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| E•••••• A•••••• I•••••••• C•••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| T• R••• P•••• | n/a | Dec 31, 2022 | n/a | yes | fact |
| P••••••••• | n/a |
| Dol form 5500 pension |
| L••• D••••••• B•••••••• F••• | E•••••• A•••••• I•••••••• C•••••• | Fixed income | $16.1M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P•• L••• C•••••••• B••• | E•••••• A•••••• I•••••••• C•••••• | Fixed income | $14.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| C••• P••• B••• • P••• F••• | n/a | Fixed income | $13.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| C••• P••• B••• • P••• F••• | E•••••• A•••••• I•••••••• C•••••• | Fixed income | $12.0M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| C••• B••• E••••••• I••••••••• | n/a | Fixed income | $7.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| C••• B••• E••••••• I••••••••• | E•••••• A•••••• I•••••••• C•••••• | Fixed income | $7.6M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| F••• 8••• Y••• C•••••••• B••• | F••••••• I••••••••• A•••• M••• | Fixed income | $6.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| C••• P••• B••• • P••• F••• | n/a | Fixed income | $3.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | E•••••• A•••••• I•••••••• C•••••• | cash | $3.8M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| C••• B••• E••••••• I••••••••• | n/a | Fixed income | $3.3M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| T••••••••• G•••• S•• S•••••• | T• R••• P•••• | Pooled vehicle | $3.1M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| L•••• C•• G•••••••• M••••• | n/a | Public equity | $2.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S•••• C•• V••••••••• F••• | n/a | Public equity | $2.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| M•• C•• V••••••••• • B••••• | n/a | Pooled vehicle | $2.1M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| M•• G••••• • W•••••••• C•••••• | n/a | Pooled vehicle | $1.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | P••••••••• | cash | $384,219 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | P••••••••• | cash | $304,130 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| n/a |
| yes |
| fact |
| P••••••••• R••••••••• • A•••••• I•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |