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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 92 | $3.2B | Dec 27, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| T••••• W••••• I••••••••• S•••••••• | actuary | Dec 28, 2023 | Dec 27, 2024 | no | fact | Dol form 5500 pension |
| T••••• W••••• I••••••••• S•••••••• | General consultant | Dec 28, 2022 | Dec 27, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| P••••••••• P•••••••• A••••••••• | Investment management | Dec 28, 2023 | Dec 27, 2024 | no | fact |
| L•••• • G•••••• I•• M••• A•••••• | Investment management | Dec 28, 2022 | Dec 27, 2023 | no | fact |
| P•••••• I••••••• M••••••••• C• L•• | Investment management |
| N••••••• T•••• C•• | trustee | Dec 28, 2022 | Dec 27, 2023 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Dec 28, 2022 | Dec 27, 2023 | no | fact | Dol form 5500 pension |
| Dec 28, 2022 |
| Dec 27, 2023 |
| no |
| fact |
| M••••• C•••••• M••••••••• | Investment management | Dec 28, 2022 | Dec 27, 2023 | no | fact |
| R•••••••• A••••••• C••• | Investment management | Dec 28, 2022 | Dec 27, 2023 | no | fact |