DFX Intelligence
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Reading the graph
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Allocators
Washington, DC
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.3M | Dec 31, 2025 | Derived |
| Master trust investment accounts | n/a | n/a | n/a | 99 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A••• B••••• a•• A••••••••• | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| C••••••• B••• | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A••••••••• C••••••• L• | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| U•••• L•••• L••• I•••••••• C•••••• | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Dec 31, 2025 |
| Derived |
| C••••••• I••• |
| actuary |
| Jan 1, 2025 |
| Dec 31, 2025 |
| no |
| fact |
| Dol form 5500 pension |
| C•••••• | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| I••••••••• P••••••••• S••••••• | General consultant | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| N••••••• T•••• C•••••• | trustee | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| S•••• M•••• A••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |