DFX Intelligence
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Reading the graph
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Allocators
Irving, TX
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• C••••••••• S••••••••• | N••••••• T•••• I••••••••• I••••••••• | cash | $4.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| C• C••••••••• S••••••••• | N••••••• T•••• I••••••••• I••••••••• | cash |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 31 | $17.0M | Dec 31, 2023 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| N••••••• T•••• C•• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M•••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| N••••••• T•••• I••••••••• I••••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |
| B••••• H••••• M•••••••• • S•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| I•••••••• A•••• M••••••••• | Investment management |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| Dec 31, 2023 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 16 | $8.9M | Dec 31, 2023 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $177,076 | Dec 31, 2023 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 4 | $2.0M | Dec 31, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 47 | $25.5M | Dec 31, 2023 | Derived |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| P•••••• I••••••••• P•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| W•••••• A•••• M••• C••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| C•••••••• C•••••• A••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |