DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Canfield, OH
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 | 3 | $593,702 | Apr 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $24,802 | Apr 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $934,353 | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 82 | $14.8M | Apr 30, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 9 | $1.6M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mariner Wealth Advisors | Investment adviser | May 1, 2023 | Apr 30, 2024 | no | fact | Dol form 5500 pension |
| Mariner (andco) | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Acrisure | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fifth Third Bank | Investment management | May 1, 2024 | Apr 30, 2025 | no | fact |
| American Realty Advisors | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |
| Fifth Third Bank | Investment management | May 1, 2022 | Apr 30, 2023 | no | fact |