DFX Intelligence
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Reading the graph
Allocators
Lubbock, TX
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 |
|---|---|---|---|---|---|---|
| Blackrock Msci Acwi Ex-Us Index Fd | n/a | Pooled vehicle | $1.9M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| CIF II US Invgrade Corp Long Bond | Wellington Trust Company, Na | Fixed income | $1.6M | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Long Strips | Wellington Trust Company, Na | Pooled vehicle | $995,074 | Apr 30, 2025 | Collective trust | Dol form 5500 pension |
| Cohen & Steers Global Realty Fd Cl | Cohen & Steers | Real estate | $457,650 | Apr 30, 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 | $213,875 | Apr 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 48 | $4.9M | Apr 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 47 | $4.9M | Apr 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| USI Consulting Group | actuary | May 1, 2024 | Apr 30, 2025 | no | fact | Dol form 5500 pension |
| USI Advisors, Inc | Investment adviser | May 1, 2024 | Apr 30, 2025 | no | fact | Dol form 5500 pension |
| Plains Capital Bank | trustee | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Rudd and Wisdom Inc | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Cohen & Steers | n/a | Apr 30, 2025 | n/a | yes | fact |