DFX Intelligence
Data Factory
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Allocators
Boston, MA
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 |
|---|---|---|---|---|---|---|
| HMI Capital Partners, LP | n/a | Pooled vehicle | $22.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| ECM Feeder Fund 1 | n/a | Pooled vehicle | $19.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtf-Cif Emerging Markets Opp Fund | Wellington | Public equity | $18.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtf-Cif Emerging Markets Opp Fund | Wellington | Public equity | $17.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Nalanda India Equity Fund Limited | Nalanda Capital | Public equity | $14.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Himalaya Capital Investors, LP | n/a | Pooled vehicle | $12.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ichigo Japan Fund B | n/a | Pooled vehicle | $11.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtf-Cif Emerging Markets Opp Fund | Wellington | Public equity | $10.8M | Dec 31, 2025 | Collective trust | Dol form 5500 pension |
| Incentive Act Val Long Only Fund LP | n/a | Pooled vehicle | $9.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtf-Cif Emerging Markets Opp Fund | Wellington | Public equity | $9.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| AKO European Long-Only Fund | n/a | Pooled vehicle | $8.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Sequoia Capital Fund, LP | n/a | Pooled vehicle | $4.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Deccan Value Investors Fund | n/a | Pooled vehicle | $2.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $2.0M | Dec 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 8 | $82.6M | Dec 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 4 | $39.2M | Dec 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 65 | $699M | Dec 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 1 | $10.8M | Dec 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 2 | $19.8M | Dec 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 19 | $206M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bank of New York Mellon | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Conifer Fund Services | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Wellington | n/a | Dec 31, 2023 | n/a | yes | fact |
| The Boston Company | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Wellington Management | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Gardner Russo & Quinn LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |