DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Goodlettsville, TN
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 |
|---|---|---|---|---|---|---|
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $18.1M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $15.1M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $10.5M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 600 Cit Fund | Legal and General | Pooled vehicle | $5.8M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $4.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 600 Cit Fund | Legal and General | Pooled vehicle | $4.5M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| AEW Core Property Trust | AEW Core Property Trust | Real estate | $4.2M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 600 Cit Fund | Legal and General | Pooled vehicle | $4.1M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| AEW Core Property Trust | AEW Core Property Trust | Real estate | $3.9M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| AEW Core Property Trust | AEW Core Property Trust | Real estate | $3.9M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $3.7M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Legal & General Msci Acwi Ex US Cit | Legal and General | Pooled vehicle | $3.3M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Legal & General S&p 400 Cit Fund | Legal and General | Pooled vehicle | $3.2M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.7M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 13 | $12.2M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 7 | $6.4M | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 12 | $10.6M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 35 | $32.0M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 9 | $8.1M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 21 | $19.0M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| BHA Consulting | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |