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Reading the graph
Allocators
Stuttgart, AR
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 | 9 | $29.2M | Jul 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 30 | $95.5M | Jul 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 2 | $6.5M | Jul 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 26 | $82.3M | Jul 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 33 | $105M | Jul 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Willis Towers Watson US LLC | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Clear Bridge | Investment management | Aug 1, 2024 | Jul 31, 2025 | no | fact |
| Capital Group International | Investment management | Aug 1, 2023 | Jul 31, 2024 | no | fact |
| Luther King | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Delaware Investments | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Aristotle Capital Boston LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Blackrock Investments, LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Lazard | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Kayne Anderson Capital Advisors, LP | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Brandes Investment Partners,l.p. | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Harding Loevner LP | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Clearbridge Investments, LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Pacific Investmt Management Co LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Investment Company of America | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Washington Mutual | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| ING Corporate Leaders Trust Fund | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Principal Global Investors LLC | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Growth Fund of America | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Polen Capital Management | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Amcap | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Capital World Growth and Income | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Neuberger Instrinsic Value Fund | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| T Rowe New Asia | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Fidelity Investments | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Hennessy | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| T Rowe Price | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |