DFX Intelligence
Data Factory
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Reading the graph
Allocators
Linthicum, MD
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $113,566 | Dec 31, 2023 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 7 | $494,326 | Dec 31, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 91 | $6.1M | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Brown Advisory | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Wilmington Trust | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| NEW England Pension Consultants | Investment adviser | 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 |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Voya Financial, Inc | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Fidelity Investments | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Boston Partners Global Investors | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Garcia Hamilton & Associates, L.P. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| NCS Group Trust International Fund | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Earnest Partners | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| DF Dent & Co. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Rhumbline Advisers Corp | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |