DFX Intelligence
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Allocators
Honolulu, HI
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 |
|---|---|---|---|---|---|---|
| Boston Partners Global Equity Fund | Boston Partners Global Equity Fund | Public equity | $5.6M | Jan 31, 2025 | 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 | 2 | $7.5M | Jan 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.8M | Jan 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 12 | $39.4M | Jan 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 10 | $33.1M | Jan 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $447,995 | Jan 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $14.8M | Jan 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 2 | $5.6M | Jan 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 15 | $46.1M | Jan 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 48 | $151M | Jan 31, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 4 | $14.2M | Jan 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Central Pacific Bank | custodian | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| The Segal Co (western States), Inc. | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Saltzman & Johnson | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Segal | actuary | Feb 1, 2022 | Jan 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Polen Capital Management | Investment management | Feb 1, 2024 | Jan 31, 2025 | no | fact |
| DSM Capital Partners LLC | Investment management | Feb 1, 2024 | Jan 31, 2025 | no | fact |
| F/m Investments LLC | Investment management | Feb 1, 2024 | Jan 31, 2025 | no | fact |
| Jpmorgan Chase Bank, N.A. | Investment management | Feb 1, 2023 | Jan 31, 2024 | no | fact |
| GW Capital | Investment management | Feb 1, 2023 | Jan 31, 2024 | no | fact |
| Brown Advisory LLC | Investment management | Feb 1, 2023 | Jan 31, 2024 | no | fact |
| Morgan Stanley | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Miller Howard | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Loomis Sayles | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Ziegler Capital Management, LLC | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Lotsoff | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Dsm | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Lazard Asset Management LLC | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Boston Partners | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Dodge & Cox | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Polen Capital | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |
| Stonebridge Advisors LLC | Investment management | Feb 1, 2022 | Jan 31, 2023 | no | fact |