DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Houston, TX
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••••••••• • C•• I••••••••• | D•••• • C•• | Pooled vehicle | $1.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $1.6M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 57 | $811,924 | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 11 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• T•••• C•• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M•••• • M••••••• A••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B•••••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| C••••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| D•••• • C•• | n/a |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $1.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• • C•• I••••••••• | D•••• • C•• | Pooled vehicle | $1.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $1.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $1.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $1.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L•••• C•• V•••• I•••• C•• N• | B•••••••• | Public equity | $1.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••• C•• G••••• I•••• C•• N• | B•••••••• | Public equity | $1.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••• C•• V•••• I•••• C•• N• | B•••••••• | Public equity | $1.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L•••• C•• G••••• I•••• C•• N• | B•••••••• | Public equity | $998,502 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $970,110 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $895,299 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $835,452 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $776,666 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $557,435 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•••• C•• C•• N• | n/a | Public equity | $510,793 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•••••••• S• I••••••••• F••• S• | A•••••••• | Pooled vehicle | $470,177 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•••••••• S• I••••••••• F••• S• | A•••••••• | Pooled vehicle | $381,044 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• I••••••••• V• | C••••••• | Pooled vehicle | $283,365 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• I••••••••• V• | C••••••• | Pooled vehicle | $256,765 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••• C•• | n/a | Fixed income | $115,432 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•••••••• C••• B••• C•• F• | A•••••••• | Fixed income | $115,425 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• • C•• I••••••••• | D•••• • C•• | Pooled vehicle | $115,200 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| n/a |
| yes |
| fact |
| A•••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |