DFX Intelligence
Data Factory
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Reading the graph
Allocators
Charleston, WV
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 |
|---|---|---|---|---|---|---|
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street - Russell 2000 | Pooled vehicle | $23.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| State Street 20 Year U.S. Treasury | State Street Global Advisors Trust | Fixed income | $17.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $16.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $16.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| State Street 20 Year U.S. Treasury | State Street Global Advisors Trust | Fixed income | $16.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Active Long Corporate Fixed | n/a | Fixed income | $14.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street - Russell 2000 | Pooled vehicle | $14.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ssga S&p 500 (r) Indx Nl Sf Cl a | State Street - Russell 2000 | Pooled vehicle | $12.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| State Street 20 Year U.S. Treasury | State Street Global Advisors Trust | Fixed income | $12.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $10.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $9.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Non-Us Core Equity Portfolio | n/a | Public equity | $9.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $6.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $6.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $5.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $5.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Emerging Markets Equity Port | n/a | Public equity | $4.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Mercer US Small/mid Cap Equity Port | n/a | Public equity | $4.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Russell Small/mid Cap Indx Nl Sf | State Street - Russell 2000 | Pooled vehicle | $4.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Russell Small/mid Cap Indx Nl Sf | State Street - Russell 2000 | Pooled vehicle | $3.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Mercer Global Low Volatility Equity | n/a | Public equity | $1.8M | Dec 31, 2024 | 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 | 1 | $509,272 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.0M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 11 | $10.2M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 81 | $77.3M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 6 | $6.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Willis Towers Watson US LLC | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Truist Bank | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Truist Bank | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |