DFX Intelligence
Data Factory
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Reading the graph
Allocators
Milwaukee, WI
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 |
|---|---|---|---|---|---|---|
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $17.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $16.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $15.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $15.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $15.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan World Minimum Volatility in | n/a | Pooled vehicle | $14.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Global Low Volatility Equity C | Fidelity Institutional Asset Mgmt | Public equity | $13.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Duration Commingled Pool | Fidelity Institutional Asset Mgmt | Fixed income | $13.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $13.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $13.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Spartan 500 Index Pool | n/a | Pooled vehicle | $13.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Global Low Volatility Equity C | Fidelity Institutional Asset Mgmt | Public equity | $12.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Long U.S. Treasury Strips Inde | Fidelity Institutional Asset Mgmt | Fixed income | $8.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Select Emerging Markets Equity | Fidelity Institutional Asset Mgmt | Public equity | $4.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Inflation-Protect | Fidelity Institutional Asset Mgmt | Pooled vehicle | $4.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam International Growth | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam International Growth | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Select Canada Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $3.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Select Canada Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Reit | Fidelity Institutional Asset Mgmt | Real estate | $2.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Small/mid Cap Core Pool | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Emerging Markets Debt Commingl | Fidelity Institutional Asset Mgmt | Private credit | $2.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Reit | Fidelity Institutional Asset Mgmt | Real estate | $2.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Fiam Emerging Markets Debt Commingl | Fidelity Institutional Asset Mgmt | Private credit | $2.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Select Emerging Markets Equity | Fidelity Institutional Asset Mgmt | Public equity | $2.2M | Dec 31, 2023 | 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 | 0 | $57,080 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 96 | $81.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Midwest Institutional Trust Company | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| BMO Harris Bank, N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Fidelity Institutional Asset Manage | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |