DFX Intelligence
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Reading the graph
Allocators
Norfolk, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $18.4M | Sep 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $9,552 | Sep 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 19 | $111M | Sep 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 18 | $108M | Sep 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $1.6M | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $28.9M | Sep 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 54 | $324M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Pension Benefit Information, LLC | General consultant | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Wells Fargo Advisors, LLC | General consultant | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| The Segal Co. (eastern States) Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Bridgeway Benefit Technologies | General consultant | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Electronic Systems Inc. | General consultant | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Wells Fargo Bank, Na | Investment management | Oct 1, 2023 | Sep 30, 2024 | no | fact |
| Westfield Capital Management Compan | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Delta Capital Management, LLC | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Edgar Lomax Company | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Blackrock Investment Manager | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Cambria Investors, LLC | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Alliance Bernstein, L.P. | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Fiduciary Trust Company Int. | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |