DFX Intelligence
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Reading the graph
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Allocators
Cicero, 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 |
|---|---|---|---|---|---|---|
| C••••••••• P•••••• T•••• F••• •••• | J••••••• S•••••• S••••••••• | Pooled vehicle | $35.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| C••••••••• P•••••• T•••• F••• •••• | J••••••• S•••••• S••••••••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 9 | $62.6M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| M••••• S•••••• S•••• B•••••• L•• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| J••••••• C•••• B•••• N••• | Discretionary trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| W••••••• P••••••• L•• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| A•••••••• C•••••• M••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| C••••••••• P•••••• T•••• F••• •••• | J••••••• S•••••• S••••••••• | Pooled vehicle | $23.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| M••••• I••••••••• G•••• T•••• | n/a | Fixed income | $28,820 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| M••••• I••••••••• G•••• T•••• | n/a | Fixed income | $15,347 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| M••••• I••••••••• G•••• T•••• | n/a | Fixed income | $2,114 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 1 | $6.6M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 4 | $23.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 80 | $532M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 4 | $25.3M | Dec 31, 2024 | Derived |
| M••••• S•••••• S•••• B••••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| O•••••••• A••••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| O••••••••• A••••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |