DFX Intelligence
Data Factory
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Reading the graph
Allocators
Springfield, OR
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 |
|---|---|---|---|---|---|---|
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $7.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit I | Wells Fargo | Pooled vehicle | $6.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $3.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Liability Driven Solution Cit II | n/a | Pooled vehicle | $3.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | Blackrock | Public equity | $508,664 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | Blackrock | Public equity | $495,121 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Large Cap Value Index Cit N | Blackrock | Public equity | $456,922 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Growth Index Cit N | Blackrock | Public equity | $455,635 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $346,501 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Allspring St Investment Fund S1 | Allspring | Pooled vehicle | $343,734 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | Blackrock | Pooled vehicle | $315,556 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | Mfs | Pooled vehicle | $292,188 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Voya Large Cap Growth Cit N | Voya | Public equity | $291,452 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/t. Rowe Price Institution | T. Rowe Price Trust Company | Pooled vehicle | $289,235 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/mfs Value Cit F | Mfs | Pooled vehicle | $270,369 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/ab Large Cap Growth Cit | Alliancebernstein L.P. | Public equity | $269,386 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/t. Rowe Price Institution | T. Rowe Price Trust Company | Pooled vehicle | $269,045 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $170,739 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | Blackrock | Pooled vehicle | $170,363 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Principal/causeway International Va | Causeway | Pooled vehicle | $167,962 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Russell 2000 Index Cit N | Blackrock | Pooled vehicle | $167,490 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $167,111 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Allspring St Investment Fund S1 | Allspring | Pooled vehicle | $163,888 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 100 | $181,626 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Trust Co. | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Causeway | n/a | Dec 31, 2023 | n/a | yes | fact |
| Blackrock | n/a | Dec 31, 2023 | n/a | yes | fact |
| T. Rowe Price Trust Company | n/a | Dec 31, 2023 | n/a | yes | fact |
| Alliancebernstein L.P. | n/a | Dec 31, 2023 | n/a | yes | fact |
| Mfs | n/a | Dec 31, 2022 | n/a | yes | fact |
| Allspring | n/a | Dec 31, 2022 | n/a | yes | fact |
| Voya | n/a | Dec 31, 2022 | n/a | yes | fact |