DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Schaumburg, IL
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 | 5 | $1.1M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $1 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 26 | $5.1M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 30 | $6.0M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 32 | $6.3M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 5 | $1.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Schwab Retirment Plan Services, Inc | actuary | Jan 1, 2025 | Sep 12, 2025 | no | fact | Dol form 5500 pension |
| Schwab Retirement Plan Services | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Columbia Threadneedle | Investment management | Jan 1, 2025 | Sep 12, 2025 | no | fact |
| Merrill Lynch,pierce,fenner & Smith | Investment management | Jan 1, 2025 | Sep 12, 2025 | no | fact |