DFX Intelligence
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Reading the graph
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Allocators
NEW York, 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 |
|---|---|---|---|---|---|---|
| J•••• S•••••••• P••••••• F••• | J••• M••••• C•••• | Real estate | $82.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| J•••• S•••••••• P••••••• F••• | J••• M••••• C•••• | Real estate | $65.7M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $21.0M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 2 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| F•••••••• C••••••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| J••••••• C•••• B•••• N••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| J• M••••• C•••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| J•••• S•••••••• P••••••• F••• | J••• M••••• C•••• | Real estate | $56.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• L•••••••• F••• | J• M••••• C•••• | cash | $276 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J•••• L•••••••• F••• | J• M••••• C•••• | cash | $276 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 47 | $582M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 44 | $541M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 5 | $56.0M | Dec 31, 2024 | Derived |
| M••••• |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| B••••••••• R••• E••••• P•••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P•••••• B•••••• I••••••••• L•• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |