DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Medford, OR
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| B•••••••• U• A•• B••• | B•••••••• | Fixed income | $3.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| B•••••••• U• A•• B••• | B•••••••• | Fixed income | $2.8M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $260,904 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| I••••••••• A••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B•••••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| B•••••••• U• A•• B••• | B•••••••• | Fixed income | $2.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L•••• C•• V•••• I•••• C•• N• | B•••••••• | Public equity | $1.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $1.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $1.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $1.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| P••••••••• I••• E••• I•••• | B•••••••• | Pooled vehicle | $985,836 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $947,793 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• 5•• I•••• | B•••••••• | Pooled vehicle | $817,763 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $726,229 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| L•••• C•• V•••• I•••• C•• N• | B•••••••• | Public equity | $722,667 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••• C•• G••••• I•••• C•• N• | B•••••••• | Public equity | $714,513 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $632,149 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••• C•• V•••• I•••• C•• N• | B•••••••• | Public equity | $631,258 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L•••• C•• G••••• I•••• C•• N• | B•••••••• | Public equity | $614,390 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••••••••• S•• M• I••• C•• | B•••••••• | Pooled vehicle | $550,881 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| R•••••• 2••• I•••• C•• N• | B•••••••• | Pooled vehicle | $412,846 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| R•••••• 2••• I•••• C•• N• | B•••••••• | Pooled vehicle | $364,057 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| R•••••• 2••• I•••• C•• N• | B•••••••• | Pooled vehicle | $313,819 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 6 | $592,425 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 86 | $8.6M | Dec 31, 2024 | Derived |