DFX Intelligence
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Allocators
ST. Paul, MN
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 | 4 | $5.5M | Aug 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 96 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| B••• • F••••••• L•• | Pension consultant | Sep 1, 2024 | Aug 31, 2025 | no | fact | Dol form 5500 pension |
| C••••• T•••• C••••••• N••• | custodian | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Aug 31, 2025 |
| Derived |
| A••••• I••••••••• A••••••• |
| Investment adviser |
| Sep 1, 2022 |
| Aug 31, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| A•••••• R• B•••••• L•• F•••• P••• | Pension consultant | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| U•• C••••••••• G•••• | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| H•••• I•••• a• D••••••• o• U•• C• | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |