DFX Intelligence
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Allocators
Fairfax, VA
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 |
|---|---|---|---|---|---|---|
| C••••••• L•••• C•• E••••• I•••• F•• | C••••••• B••• | Public equity | $168M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| C••••••• L•••• C•• E••••• I•••• F•• | C••••••• B••• | Public equity | $62.2M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $17.9M | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| S•••• | General consultant | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| C••••• B•••••• A••••••• L•• | General consultant | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| C••••••• B••• | n/a | Jun 30, 2025 | n/a | yes | fact |
| W•••••• A•••• M••• C••••••• L•• | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Jun 30, 2025 |
| Collective trust |
| Dol form 5500 pension |
| C••••••• L•••• C•• E••••• I•••• F•• | C••••••• B••• | Public equity | $50.4M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Jun 30, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 83 | $472M | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 0 | $34,582 | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 11 | $62.2M | Jun 30, 2025 | Derived |
| General consultant |
| Jul 1, 2022 |
| Jun 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| C••••••• B••• | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| S•••• | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| S••••••• B•••• C•••••• F••••••• N• | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| T•• B••••• G•••• | General consultant | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |