DFX Intelligence
Data Factory
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Reading the graph
Allocators
Atlanta, IN
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 | 1 | $552,414 | Nov 30, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $259,422 | Nov 30, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 22 | $12.8M | Nov 30, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $209,770 | Nov 30, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 52 | $30.4M | Nov 30, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 25 | $14.8M | Nov 30, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Nyhart | actuary | Dec 1, 2022 | Nov 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |
| Summit Agricultural Group | Investment management | Dec 1, 2022 | Nov 30, 2023 | no | fact |