DFX Intelligence
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Reading the graph
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Allocators
N. Syracuse, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| H••• B•••••••• L• E••••• I•••• R• | n/a | Public equity | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• L• E••••• I•••• R• | n/a | Public equity | $1.3M | Dec 31, 2022 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Registered investment companies | n/a | n/a | n/a | 97 | $10.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B••• A•••••••• a•• P•••••• S••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B•••••• P•••• A••••••••• S••••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dol form 5500 pension |
| W•••••• A•••• C••• P••• B••• C•• R• | W•••••• A•••• M••• C••••••• L•• | Fixed income | $755,059 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• U• A•• B••• I•••• R• | n/a | Fixed income | $753,061 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| W•••••• A•••• C••• P••• B••• C•• R• | W•••••• A•••• M••• C••••••• L•• | Fixed income | $537,244 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• U• A•• B••• I•••• R• | n/a | Fixed income | $536,884 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• M• E••••• I•••• R• | n/a | Public equity | $521,611 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• M• E••••• I•••• R• | n/a | Public equity | $406,930 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• S• E••••• I•••• R• | n/a | Public equity | $370,238 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• S• E••••• I•••• R• | n/a | Public equity | $279,739 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• S• T••• B••• I•••• R• | n/a | Fixed income | $255,708 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| H••• B•••••••• S• T••• B••• I•••• R• | n/a | Fixed income | $165,151 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |