DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Troy, MI
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 | 5 | $7.2M | Nov 30, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 8 | $12.0M | Nov 30, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 26 | $39.0M | Nov 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 28 | $41.4M | Nov 30, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 32 | $47.9M | Nov 30, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 0 | $257,043 | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Segal | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Standard Valuation | Investment adviser | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Comerica Bank | custodian | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Marshfield Associates | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |
| Zacks Investment Management | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |