DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Wexford, PA
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 |
|---|---|---|---|---|---|---|
| B••• M••••• A•••••• S• S•••• I•••• | B•• M••••• | Public equity | $29.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| B••• M••••• A•••••• S• S•••• I•••• | B•• M••••• | Public equity | $14.4M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.5M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 8 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| I••••••••• C••••••••• S•••••••• L•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| U•• C••••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B••••• T•••• W••••• C•••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| U•• R••••• I•••••••• L•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| U•• | Investment management |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| B••• M••••• A•••••• S• S•••• I•••• | B•• M••••• | Public equity | $13.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| B••• M••••• A•••••• S• M•• C•• | B•• M••••• | Pooled vehicle | $8.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| B••• M••••• A•••••• S• M•• C•• | B•• M••••• | Pooled vehicle | $7.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| B••••• T•••• W••••• S•••• C•• C•• | B••••• T•••• W••••• C•••••• | Public equity | $7.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| B••• M••••• A•••••• S• M•• C•• | B•• M••••• | Pooled vehicle | $6.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| B••••• T•••• W••••• S•••• C•• C•• | B••••• T•••• W••••• C•••••• | Public equity | $6.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| B••••• T•••• W••••• S•••• C•• C•• | B••••• T•••• W••••• C•••••• | Public equity | $6.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 11 | $9.0M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 10 | $7.7M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 57 | $45.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 11 | $9.0M | Dec 31, 2024 | Derived |
| P•• B••• |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |
| C••••••• B••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P••••••• A•••• M••••••••• I••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| I••••••••• R••• E••••• C•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| R••••••• C•••••• M••••••••• I••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |