DFX Intelligence
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Allocators
Waltham, MA
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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 99 | $3.4M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| H•• I••••••••• | Pension consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| M••••• S•••••• S•••• B•••••• L•• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| S••• A••••••• S••••••• L••• C•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| G••• I••••••••• M••••••••• L•• |
| Investment adviser |
| Jan 1, 2023 |
| Dec 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| R•••• • G••• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| G••• I••••••••• M••••••••• L•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |