DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Auburn Hills, MI
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 |
|---|---|---|---|---|---|---|
| C••• B••• • P••• F••• | E•••••• A•••••• I•••••••• C•••••• | Fixed income | $10.0M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| C••• P••• B••• • R•••• F••• | E•••••• A•••••• I•••••••• C•••••• | Fixed income |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $23.3M | Dec 31, 2024 | Derived |
| 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 |
|---|---|---|---|---|---|
| E•••••• A•••••• I•••••••• C•••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| D••••• C••••••• L•• | n/a | Dec 31, 2022 | n/a | yes | fact |
| P••••••••• | n/a |
| Dec 31, 2024 |
| Separate account |
| Dol form 5500 pension |
| C••• P••• B••• • R•••• F••• | n/a | Fixed income | $7.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| C••• B••• • P••• F••• | n/a | Fixed income | $7.7M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| C••• P••• B••• • R•••• F••• | n/a | Fixed income | $5.0M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| C••• B••• • P••• F••• | n/a | Fixed income | $4.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| I••••••••• B••••••••• | n/a | Pooled vehicle | $3.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | E•••••• A•••••• I•••••••• C•••••• | cash | $3.3M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| L•••• C•• V••••••••• | n/a | Public equity | $2.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| D••••• S•• 5•• I•••• | D••••• C••••••• L•• | Pooled vehicle | $2.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| L••••••••• • M•• F••• | n/a | Pooled vehicle | $2.2M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| R••• E••••••••• F••• | n/a | Real estate | $1.3M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | P••••••••• | cash | $1.1M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| I••••••••• B••••••••• | n/a | Pooled vehicle | $1.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S•••• C•• G••••••••• | n/a | Public equity | $921,911 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| S•••• C•• V••••••••• C•••• | n/a | Public equity | $918,636 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| M•• C•• V••••••••• F••• | n/a | Pooled vehicle | $693,679 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| M•• C•• G••••••••• P•••••• | n/a | Pooled vehicle | $633,730 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| R••• E••••••••• F••• | n/a | Real estate | $550,710 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| L•••• C•• V••••••••• | n/a | Public equity | $520,322 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| L••••••••• • M•• F••• | n/a | Pooled vehicle | $517,104 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••••••••• S••••••••• | P••••••••• | cash | $506,059 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S•••• C•• G••••••••• | n/a | Public equity | $430,270 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S•••• C•• V••••••••• C•••• | n/a | Public equity | $407,419 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| M•• C•• V••••••••• F••• | n/a | Pooled vehicle | $283,571 | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| n/a |
| yes |
| fact |