DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Denver, CO
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 |
|---|---|---|---|---|---|---|
| W•••• E••••• F••• | R•••••• T•••• C•••••• | Public equity | $54.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| 1• Y••• L•• F•••• I••••• F••• | R•••••• T•••• C•••••• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Other investments | n/a | n/a | n/a | 0 | $1 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M•••••• N•••• M••••• • K•••• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| R•••••• T•••• C•••••• | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| R•••••• T•••• C•••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| R•••••• I••••••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| R•••••• 2• P••• Y• S••••• F•••• I•• | R•••••• T•••• C•••••• | Fixed income | $39.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• 1•••• Y• S••••• F•• I•• F• | R•••••• T•••• C•••••• | Pooled vehicle | $30.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• 1••• I•••• F••••••••• I• | R•••••• T•••• C•••••• | Pooled vehicle | $20.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• I••••••••• F••• | R•••••• T•••• C•••••• | Pooled vehicle | $18.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| M••••••••• R••• A•••• F••• | R•••••• T•••• C•••••• | Real assets | $13.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| E••••••• M•••••• F••• | R•••••• T•••• C•••••• | Public equity | $13.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| H••• Y•••• B••• F••• | R•••••• I••••••••• | Fixed income | $11.4M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| R•••••• R••• E••••• E••••• F••• | R•••••• T•••• C•••••• | Real estate | $11.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• E••••• I• F••• | R•••••• T•••• C•••••• | Public equity | $10.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| $258M |
| Dec 31, 2024 |
| Derived |
| 103-12 investment entities | n/a | n/a | n/a | 4 | $11.4M | Dec 31, 2024 | Derived |
| Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |