DFX Intelligence
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Reading the graph
Allocators
Melville, 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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 8 | $13.2M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 55 | $86.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 21 | $32.8M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 13 | $20.7M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 0 | $297,682 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| AON Consulting, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of America | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Principal Custody Solutions | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Columbia Management Investment Svcs | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| MFS Investment Inc | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Blackrock Investments, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Loomis Sayles | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Peregrine Investment Advisors, LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Schroders | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Schafer Cullen Capital Management, | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Allspring Global Investments LLC | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Fuller & Thaler Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |