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Allocators
Conshohocken, PA
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 | $673,132 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 21 | $8.0M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 8 | $3.2M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 48 | $17.8M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 21 | $7.8M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Parametric Portfolio Associates | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Thompson, Siegel, & Walmsley (tsw) | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Commongood Capital, LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Apex | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Alpine Associates Management Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Equinoxe Alternative Inv. Services | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Pear Tree Funds | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| O'Shaughnessy Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Coho Partners Ltd | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Harding Loevner Funds, Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Brown Advisory | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Mcnally Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| JO Hambro Capital Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Black Rock Fund Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Virtus Investment Partners, Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Sands Capital Management, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| BEN Franklin Technology Partners | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Lazard Asset Management LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| TVV Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Partners Group Private Equity | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |