DFX Intelligence
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Allocators
Neenah, WI
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 | 0 | $518,019 | Dec 31, 2022 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 6 | $8.6M | Dec 31, 2022 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 40 | $62.0M | Dec 31, 2022 | Derived |
| Other investments | n/a | n/a | n/a | 2 | $2.5M | Dec 31, 2022 | Derived |
| Registered investment companies | n/a | n/a | n/a | 52 | $80.0M | Dec 31, 2022 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Brentwood Asset Adv | Pension consultant | Jan 1, 2023 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Capfinancial Partners, LLC | Investment adviser | Jan 1, 2023 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Transamerica | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Transamerica Retirement Solutions | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |