DFX Intelligence
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Reading the graph
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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 |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 96 | $269M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•• U• C••••••••• L•• | actuary | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| P••••••••• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| N•• E•••••• P•••••• C••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B•••••••• I••••••••• T•••• C•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P••••••••• I•••••••• C•••••• o• A•• | Investment management |
| Investment adviser |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| S•••• S••••• B••• • T•••• C•••••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| S•••• S••••• G••••• A••••••• T•••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B••• M••• M••••••••• S•••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| C•••••• G•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |