DFX Intelligence
Data Factory
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Reading the graph
Allocators
NEW York, NY
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 | 1 | $8.4M | Sep 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $195,488 | Sep 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 68 | $392M | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 17 | $97.8M | Sep 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 9 | $54.6M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Fortifinancial (USA), Ltd. | General consultant | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Jpmorgan Chase Bank, N.A. | custodian | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Bloomberg L.P. | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Union Park Consulting LLC | General consultant | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Fortifinancial (USA), Ltd. | Investment adviser | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Maren Capital LLC | Investment management | Oct 1, 2024 | Sep 30, 2025 | no | fact |
| Select Equity Group | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Shapiro | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Gardner Russo & Quinn LLC | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Vulcan Value | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |
| Wellington Management | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |