DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Dallas, 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 | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $21.3M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Investment Grade Inte | Wellington Trust Company, Na | Pooled vehicle | $21.0M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| 3-10 Year U.S. Treasury Indx Nl Fd | State Street Global Advisors Trust Company | Fixed income | $19.9M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| CG Long Duration Credit Trust US | Capital Guardian Trust Company | Private credit | $19.9M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Investment Grade Inte | Wellington Trust Company, Na | Pooled vehicle | $18.0M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Ir+m Intermediate Corp Collect Fund | Ir+m Collective Investment | Pooled vehicle | $17.9M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| 3-10 Year U.S. Treasury Indx Nl Fd | State Street Global Advisors Trust Company | Fixed income | $17.4M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Ssga Long US Treasury Index Nl Fund | State Street Global Advisors Trust Company | Fixed income | $10.6M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Ssga Long US Treasury Index Nl Fund | State Street Global Advisors Trust Company | Fixed income | $9.7M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Nepc Global Equity Cit | n/a | Public equity | $5.7M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Nepc Global Equity Cit | n/a | Public equity | $5.5M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| S&p 500 Flagship Nl Fund | State Street Global Advisors Trust Company | Pooled vehicle | $5.1M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| S&p 500 Flagship Nl Fund | State Street Global Advisors Trust Company | Pooled vehicle | $4.3M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Ftse Rafi US 1000 Index Nl Ctf | n/a | Pooled vehicle | $3.3M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Vanguard Employee Benefit Index | Vanguard Fiduciary Trust Company | Pooled vehicle | $3.1M | Sep 30, 2023 | Collective trust | Dol form 5500 pension |
| Nepc US Small Cap Equity Cit | n/a | Public equity | $2.9M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| State Street Msci Eafe 100 Hedged | State Street Global Advisors Trust | Hedge diversifiers | $2.8M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Nepc Diversified Credit Cit | n/a | Private credit | $2.1M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Ftse Rafi US 1000 Index Nl Ctf | n/a | Pooled vehicle | $2.0M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| State Street Msci Eafe 100 Hedged | State Street Global Advisors Trust | Hedge diversifiers | $1.6M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| State Street Msci Eafe Index Non-Le | State Street Global Advisors Trust Company | Pooled vehicle | $1.6M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Nepc Diversified Credit Cit | n/a | Private credit | $1.4M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| Nepc US Small Cap Equity Cit | n/a | Public equity | $1.4M | Sep 30, 2025 | Collective trust | Dol form 5500 pension |
| State Street Msci Eafe Index Non-Le | State Street Global Advisors Trust Company | Pooled vehicle | $1.0M | Sep 30, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.9M | Sep 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $4.7M | Sep 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 92 | $89.7M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Nepc, LLC | Investment adviser | Oct 1, 2023 | Sep 30, 2024 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Angeles Investment Advisors, LLC | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| US Bank | trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Capital International, Inc. | Investment management | Oct 1, 2023 | Sep 30, 2024 | no | fact |