DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Greeley, CO
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••••••••• T•••• R••••• B••••• | P••••••••• | Pooled vehicle | $3.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••••••••• T•••• R••••• B••••• | P••••••••• | Pooled vehicle | $3.2M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $70,871 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| E•••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| E•••••• A•••••• I•••••••• C•••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| D••••• C••••••• L•• | n/a | Dec 31, 2023 | n/a | yes | fact |
| P••••••••• | n/a |
| Dec 31, 2022 |
| Separate account |
| Dol form 5500 pension |
| D••••• S•• 5•• I•••• | D••••• C••••••• L•• | Pooled vehicle | $736,283 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| L•••• C• G••••• I• ••••••••• | n/a | Pooled vehicle | $735,049 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| D••••• S•• 5•• I•••• | D••••• C••••••• L•• | Pooled vehicle | $698,654 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| L•••• C• G••••• I• ••••••••• | n/a | Pooled vehicle | $605,719 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| R••• E••••••••• F••• | n/a | Real estate | $435,701 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| S•••• C•• V••••••••• F••• | n/a | Public equity | $332,932 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S•••• C•• G••••••••• | n/a | Public equity | $328,582 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S•••• C•• V••••••••• F••• | n/a | Public equity | $314,302 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| S•••• C•• G••••••••• | n/a | Public equity | $297,160 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | P••••••••• | cash | $266,990 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | P••••••••• | cash | $257,282 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| M•• C•• V••••••••• • B••••• | n/a | Pooled vehicle | $240,562 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| E•••• M• C•• G••••• •••• | n/a | Pooled vehicle | $230,028 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| H••• Y•••• B••• • P••• F••• | n/a | Fixed income | $225,384 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| M•• C•• V••••••••• • B••••• | n/a | Pooled vehicle | $223,941 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| J••••••• M•• C•• G••••• | J••••••• A••••••••• | Pooled vehicle | $220,157 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| H••• Y•••• B••• • P••• F••• | n/a | Fixed income | $210,511 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | E•••••• A•••••• I•••••••• C•••••• | cash | $70,871 | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| J••••••• M•• C•• G••••• | J••••••• A••••••••• | Pooled vehicle | $50 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| n/a |
| yes |
| fact |
| J••••••• A••••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |