DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
SAN Diego, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Insurance company general account | n/a | n/a | n/a | 0 | $163,938 | Dec 31, 2024 | Derived |
| Master trust investment accounts | n/a | n/a | n/a | 99 | $837M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| AON Investments USA Inc | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| State Street Bank & Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Brookfield | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Templeton Investment Counsel LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Blackrock Institutional Trust Co,na | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| MFS Heritage Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Parametric Portfolio Associates | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Principal Global Investors LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| William Blair Investment Mgmt, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Pgim Inc | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Pacific Investmt Management Co LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Fd | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Fidelity Institutional Asset Mgmt | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |