DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Stuttgart, AR
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 | 2 | $2.1M | Jul 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $407,198 | Jul 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 10 | $12.3M | Jul 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 4 | $4.8M | Jul 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 5 | $6.1M | Jul 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 5 | $6.0M | Jul 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 25 | $30.8M | Jul 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 48 | $58.0M | Jul 31, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $522,739 | Jul 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Definiti | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Merrill Lynch,pierce,fenner & Smith | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |
| Raymond James & Associates, Inc. | Investment management | Aug 1, 2022 | Jul 31, 2023 | no | fact |