DFX Intelligence
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Allocators
New York, NY
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 |
|---|---|---|---|---|---|---|
| Jpmcb Long Credit Fund | n/a | Private credit | $35.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Jpmcb Long Credit Fund | n/a | Private credit | $31.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Intermediate Credit Fund | n/a | Private credit | $13.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Intermediate Credit Fund | n/a | Private credit | $10.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| WTC Cif US Research Equityportfolio | n/a | Pooled vehicle | $3.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Boyd Watterson Asset Management | Northern Trust Collective Eafe Inde | Pooled vehicle | $3.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| WTC Cif US Research Equityportfolio | n/a | Pooled vehicle | $2.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Boyd Watterson Asset Management | Northern Trust Collective Eafe Inde | Pooled vehicle | $2.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Gloabl Emerging Markets Country Fun | n/a | Public equity | $1.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Gloabl Emerging Markets Country Fun | n/a | Public equity | $909,606 | Dec 31, 2023 | 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 | 3 | $2.3M | Dec 31, 2023 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $3.2M | Dec 31, 2023 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 79 | $54.3M | Dec 31, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 10 | $6.7M | Dec 31, 2023 | Derived |
| Common stock | n/a | n/a | n/a | 4 | $2.5M | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| U.S. Bank, N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| NEW England Pension Consulants | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| J.P. Morgan Investment Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Eagle Asset | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Trust Company, Na | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |