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Allocators
Mount Laurel, NJ
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 |
|---|---|---|---|---|---|---|
| I•••••••• E••••• I•••• F••• | C•••• C•••• | Public equity | $22.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| I•••••••• E••••• I•••• F••• | C•••• C•••• | Public equity |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $3.7M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| N••••••• T•••• C•••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M••••• S•••••• S•••• B••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| C•••• C•••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| H•••••• L•••••• L• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| I•••••••• E••••• I•••• F••• | C•••• C•••• | Public equity | $17.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $14.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $11.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $11.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| H•••••• L•••••• I••••••••• E•••• | H•••••• L•••••• L• | Pooled vehicle | $7.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| H•••••• L•••••• I••••••••• E•••• | H•••••• L•••••• L• | Pooled vehicle | $6.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| $323,482 |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 3 | $4.9M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 34 | $51.2M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $26,147 | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 12 | $18.1M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 20 | $29.9M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $7.9M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 22 | $33.8M | Dec 31, 2024 | Derived |
| Dol form 5500 pension |
| T•• M•••••• C•••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P•••••••• S••••••• A•••• M••••••••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| L••••••• E••••• A•••••••• L•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Investment management |
| Jan 1, 2024 |
| Dec 31, 2024 |
| no |
| fact |
| G•••••• S•••• • C•• L•• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| M••••• S•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| S••• A••••••• S••••••• L••• C•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B••••• T•••• W••••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B••••••••• A••••••••• A•••• M••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| N• A••••••••• A•••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| W•••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| H••••••• L••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| N••••••• R••• E••••• A••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |