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Allocators
Raleigh, NC
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 |
|---|---|---|---|---|---|---|
| Jpmcb Core Bond Fund | J.P. Morgan Investment Management | Fixed income | $15.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Jpmcb Core Bond Fund | J.P. Morgan Investment Management | Fixed income | $14.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust-Short Bond | J.P. Morgan Investment Management | Fixed income | $11.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust-Short Bond | J.P. Morgan Investment Management | Fixed income | $11.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| BNY Mellon/walter Scott Glb Eq | BNY Mellon | Pooled vehicle | $10.3M | Dec 31, 2024 | 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 | 1 | $1.3M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 11 | $10.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 88 | $85.3M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Principal Bank | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| CSM Advisors | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Highland Associates Inc | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Barrow Hanley Mewhinney & Strauss | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Principal | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| J.P. Morgan Investment Management | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| J.P. Morgan Investment Management | n/a | Dec 31, 2022 | n/a | yes | fact |
| CSM Advisors | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| J.P. Morgan Investment Management | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Highland Associates Inc | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |