DFX Intelligence
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Reading the graph
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Allocators
Salisbury, MD
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 |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $33,964 | Dec 31, 2024 | Derived |
| Interest-bearing cash | n/a | n/a | n/a | 3 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••• S•••••• S•••• B•••••• L•• | custodian | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| M••••• S•••••• S•••• B••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| C••••••••• A••••••• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| N•• C•••••• A••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| F••••••• T•••••••• P••• L•• | Investment management |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 17 | $27.5M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 12 | $19.2M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 13 | $22.0M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 10 | $16.5M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 8 | $13.1M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 37 | $60.6M | Dec 31, 2024 | Derived |
| P•• B••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A••••••• S•••••• M••••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B••••••••• C••••••••• G•••• L•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2023 |
| no |
| fact |
| W•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| H••••• C•••••• M••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| L••••• S••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| C••••••• A•••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| W•••••• C•••••• M••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B•••• A••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P•••• C•••••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| H•••••• L•••••• L• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| F••••••• T•••••••• P•••••• P••• G• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |