DFX Intelligence
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Reading the graph
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Allocators
Whippany, NJ
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 | B•••et | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $20.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $18.5M |
| B•••et | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $616,285 | Dec 31, 2023 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 42 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• T•••• C•• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B••• G•••••• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B•••••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Dec 31, 2022 |
| Collective trust |
| Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $8.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $7.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| R•••••• 2••• I•••• C•• N• | B•••••••• | Pooled vehicle | $4.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| R•••••• 2••• I•••• C•• N• | B•••••••• | Pooled vehicle | $3.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2023 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 55 | $42.0M | Dec 31, 2023 | Derived |