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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 |
|---|---|---|---|---|---|---|
| Fiam Long Corporate a Or Better | Fidelity Institutional Asset Mgmt | Pooled vehicle | $5.1M | Apr 30, 2023 | Collective trust | Dol form 5500 pension |
| Fiam Intermediate Duration Comm Pl | Fidelity Institutional Asset Mgmt | Pooled vehicle | $2.4M | Apr 30, 2023 | 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 | 4 | $462,526 | Apr 30, 2023 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 69 | $7.5M | Apr 30, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 26 | $2.8M | Apr 30, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| USI Consulting Group | actuary | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |
| Fidelity Institutional Asset Mgmt | Investment adviser | May 1, 2022 | Apr 30, 2023 | no | fact | Dol form 5500 pension |