DFX Intelligence
Data Factory
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Reading the graph
Allocators
Bartlett, IL
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 |
|---|---|---|---|---|---|---|
| Long Duration Bond (empower) | Empower Capital Management, LLC | Fixed income | $18.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | n/a | Pooled vehicle | $17.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | n/a | Pooled vehicle | $16.5M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Long Duration Bond (empower) | Empower Capital Management, LLC | Fixed income | $16.4M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | n/a | Pooled vehicle | $16.1M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Long Duration Bond (empower) | Empower Capital Management, LLC | Fixed income | $10.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Fidelity 500 Index | n/a | Pooled vehicle | $4.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | n/a | Pooled vehicle | $4.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Massmutual US Govt Mny Mkt R5 | n/a | Pooled vehicle | $4.1M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Registered investment companies | n/a | n/a | n/a | 99 | $40.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Empower Capital Management, LLC | n/a | Dec 31, 2024 | n/a | yes | fact |
| Massachusetts Mutual Life Insurance Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Delaware Investments | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| The Vanguard Group | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |