DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Purchase, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 100 | $4.2B | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Towers Watson Investment Services, | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Northern Trust Co. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cambridge Advisory Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| JP Morgan Chase Bank | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Health and Productivity Consulting, | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Towers Watson Investment Services, | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Banco Popular de Puerto Rico | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Welling Management Co LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Earnest Partners | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| UBS Global Asset Management | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| WCM Investment Management, LLC | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| J.P. Morgan Investment Management | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| The Townsend Group | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Dodge & Cox | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Marathon London | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Jpmorgan Chase Bank, N.A. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| William Blair & Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Loomis Sayles | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Timessquare Capital Management, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Jennison Associates | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Pgim Inc | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Ariel Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Russell Investments Implementation | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Prudential Bank & Trust Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Jamestown Premier Property Fund | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Vontobel | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Payden & Rygel | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Pugh Capital | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Blackrock Institutional Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| MFS Institutional Advisors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dimensional Fund Advisors, LP | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |