DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Ithaca, 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 | 3 | $3.6M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $943,634 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 21 | $25.3M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 8 | $9.2M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 40 | $47.4M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 26 | $30.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| O'Sullivan Associates | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Columbia Intermediate Term | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Loomis Large Cap Growth | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Boston Partners Large Cap Value | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Bank of America | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |