DFX Intelligence
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Reading the graph
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Allocators
NEW York, NY
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 |
|---|---|---|---|---|---|---|
| S••• S•• G••• N••••••••• C•• | S•••• S••••• G••••• A••••••• | Pooled vehicle | $8.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| E•••••••• S•••• M••••••• I••• F••• | E•••••••• M••••••••• G••••• L•• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $7.7M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| S•••• S••••• G••••• A••••••• | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| M••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| S•••••••• I••••••••• M••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| A•••••• G••••• • C•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| W••••••••• T•••• C•••••• | Investment management |
| Dec 31, 2024 |
| 103 12 ie |
| Dol form 5500 pension |
| S••• S•• G••• N••••••••• C•• | S•••• S••••• G••••• A••••••• | Pooled vehicle | $7.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| S••• S•• G••• N••••••••• C•• | S•••• S••••• G••••• A••••••• | Pooled vehicle | $7.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| W••••••••• W•••••• G••••• B••• O•• | W••••••••• T•••• C•••••• | Fixed income | $6.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| W••••••••• W•••••• G••••• B••• O•• | W••••••••• T•••• C•••••• | Fixed income | $6.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| E•••••••• S•••• M••••••• I••• F••• | E•••••••• M••••••••• G••••• L•• | Fixed income | $3.1M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| E•••••••• S•••• M••••••• I••• F••• | E•••••••• M••••••••• G••••• L•• | Fixed income | $1.9M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| S•••• P•••••••• R••••••••• L•• S•• | S•••••••• I••••••••• M••••••••• L•• | Pooled vehicle | $1.2M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| S•••• P•••••••• R••••••••• L•• S•• | S•••••••• I••••••••• M••••••••• L•• | Pooled vehicle | $203,039 | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| S•••• P•••••••• R••••••••• L•• S•• | S•••••••• I••••••••• M••••••••• L•• | Pooled vehicle | $187,244 | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| W••••••••• W•••••• G••••• B••• O•• | W••••••••• T•••• C•••••• | Fixed income | $27,269 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 17 | $71.2M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $60,562 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 41 | $168M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 2 | $8.4M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 24 | $99.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $19.2M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 3 | $13.9M | Dec 31, 2024 | Derived |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| P••••• N•••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| C••••••• A••••••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P•••••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| N•••••• C••••••••• G••••• I••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| L••••••• J• S•••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| W••••• S•••• B•••• P• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| W•••• F•••• B••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |
| M••••••••• W••• A•••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| E•••••••• M••••••••• G••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |