DFX Intelligence
Data Factory
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Reading the graph
Allocators
Joliet, IL
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 | 2 | $40,811 | Apr 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 22 | $413,636 | Apr 30, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 25 | $487,814 | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 35 | $669,960 | Apr 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 15 | $296,487 | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| OLD National Wealth Management | Investment adviser | May 1, 2023 | Apr 30, 2024 | no | fact | Dol form 5500 pension |
| MWM Consulting Group | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| OLD National Wealth Management | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |