DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Brooklyn, NY
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 | 1 | $89,991 | Sep 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 2 | $109,753 | Sep 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 85 | $5.4M | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 11 | $670,543 | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Bridgewater Advisors | Investment management | Oct 1, 2024 | Sep 30, 2025 | no | fact |
| Charles Schwab Bank | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |