DFX Intelligence
Data Factory
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Reading the graph
Allocators
Maplewood, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $711,272 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $9,123 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 30 | $8.7M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 1 | $365,551 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 17 | $4.7M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 49 | $14.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| SDP Professional Services, LLC | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Stacey Braun Associates, Inc. | Investment adviser | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Principal Spectrum Asset Management | custodian | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| MD Sass Associates, Inc | Investment management | Aug 1, 2023 | Dec 31, 2023 | no | fact |
| Morgan Stanley Smith Barney, LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| MD Sass | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |