DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Decatur, GA
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 |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 41 | $15.1M | Jun 30, 2023 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 52 | $19.1M | Jun 30, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 6 | $2.1M | Jun 30, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Aon | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Bank of America | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Columbia Management Investment Serv | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |