DFX Intelligence
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Reading the graph
Allocators
Reston, 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 |
|---|---|---|---|---|---|---|
| Auim Collective Investment Trust | n/a | Pooled vehicle | $35.4M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Auim Collective Investment Trust | n/a | Pooled vehicle | $30.0M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| State St. Russell Large Growth | State Street Global Advisors Trust | Pooled vehicle | $15.1M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| State Street U.S. Russell Large Cap | State Street Global Advisors Trust | Public equity | $13.3M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| State St. Russell Large Growth | State Street Global Advisors Trust | Pooled vehicle | $9.9M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| State Street U.S. Russell Large Cap | State Street Global Advisors Trust | Public equity | $8.9M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Aegon High Yield Fixed Inc Cit Clas | n/a | Fixed income | $8.4M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Aegon High Yield Fixed Inc Cit Clas | n/a | Fixed income | $8.1M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| State St. Russell Large Growth | State Street Global Advisors Trust | Pooled vehicle | $8.0M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| State Street U.S. Russell Large Cap | State Street Global Advisors Trust | Public equity | $7.9M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 44 | $72.2M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 41 | $66.9M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Transamerica Retirement Solutions | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Transamerica | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |