DFX Intelligence
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Reading the graph
Allocators
Waipahu, HI
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 | 28 | $50.0M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $177,284 | Mar 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 1 | $2.0M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 7 | $12.4M | Mar 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 9 | $15.1M | Mar 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 5 | $8.2M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 28 | $49.9M | Mar 31, 2025 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $780,663 | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 21 | $36.1M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| First Hawaiian Bank | custodian | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Raymond James & Associates, Inc. | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| The Segal Co (western States), Inc. | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Focus Investment Advisors, Inc | Investment management | Apr 1, 2024 | Mar 31, 2025 | no | fact |
| Oakhurst Capital Management LLC | Investment management | Apr 1, 2023 | Mar 31, 2024 | no | fact |
| Fenimore Asset Management | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| SSI Investment Management | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Three Peaks Capital Management, LLC | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Affinity Investment Advisors LLC | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Oakhurst Capital Management | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Bank of Hawaii | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Whitestar Advisors, LLC | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| HGK Asset Management | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |