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Allocators
Mountain View, CA
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 |
|---|---|---|---|---|---|---|
| Wtc-Cif Small Cap Value | Wellington Trust Company, Na | Public equity | $13.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Small Cap Value | Wellington Trust Company, Na | Public equity | $12.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Small Cap Value | Wellington Trust Company, Na | Public equity | $10.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $9.9M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 1 | $3.5M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 0 | $66,280 | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 18 | $68.7M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 1 | $4.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 3 | $13.0M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 63 | $247M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 10 | $40.2M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Buck Global, LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |