DFX Intelligence
Data Factory
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Reading the graph
Allocators
Broadview Heights, OH
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 | 2 | $6.9M | Sep 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 8 | $25.7M | Sep 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 13 | $45.1M | Sep 30, 2025 | Derived |
| Insurance company general account | n/a | n/a | n/a | 0 | $25,665 | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 26 | $88.3M | Sep 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 50 | $171M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Bank of America | custodian | Oct 1, 2023 | Sep 30, 2024 | no | fact | Dol form 5500 pension |
| Segal | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Merrill Lynch,pierce,fenner & Smith | Investment management | Oct 1, 2022 | Sep 30, 2023 | no | fact |