DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Scottsdale, AZ
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 |
|---|---|---|---|---|---|---|
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $26.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $24.6M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.1M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 93 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A•• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A•• H••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| Dec 31, 2022 |
| Collective trust |
| Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $20.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $10.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $5.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• G••••• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $2.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• G••••• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $2.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $2.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••• C•• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $2.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $2.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• C••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $2.2M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $2.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• R••••• E•••••••• A•• P•••••••• | A•• H••••• | Pooled vehicle | $2.1M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| A•• N••••••• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $2.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L•••• C•• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $2.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• M••••••••• C••••• F••• | A•• T•••• C•••••• L•• | Private credit | $2.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• M••••••••• C••••• F••• | A•• T•••• C•••••• L•• | Private credit | $1.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• N••••••• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $1.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• C••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $1.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• C••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $1.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• M••••••••• C••••• F••• | A•• T•••• C•••••• L•• | Private credit | $1.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $1.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• N••••• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $1.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| T•• A•• H••••• L••••• A••••••••• | A•• I••••••••• U••• I••• | Hedge diversifiers | $1.1M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| A•• R••••• E•••••••• A•• P•••••••• | A•• H••••• | Pooled vehicle | $1.1M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| 103-12 investment entities | n/a | n/a | n/a | 4 | $1.8M | Dec 31, 2024 | Derived |