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Allocators
Philadelphia, 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 |
|---|---|---|---|---|---|---|
| DB Growth Portfolio | n/a | Pooled vehicle | $24.6M | Dec 9, 2023 | Collective trust | Dol form 5500 pension |
| DB Growth Portfolio | n/a | Pooled vehicle | $11.1M | Dec 9, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 11 | $2.5M | Dec 9, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 32 | $7.0M | Dec 9, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $88,110 | Dec 9, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 50 | $11.1M | Dec 9, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 5 | $1.0M | Dec 9, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| PWC US Tax LLP | actuary | Dec 10, 2023 | Dec 9, 2024 | no | fact | Dol form 5500 pension |
| Pricewaterhousecoopers LLP | actuary | Dec 10, 2022 | Dec 9, 2023 | no | fact | Dol form 5500 pension |
| Midwest Institutional Trust Company | custodian | Dec 10, 2022 | Dec 9, 2023 | no | fact | Dol form 5500 pension |
| PWC US Consulting LLP | actuary | Dec 10, 2022 | Dec 9, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| MWM Consulting Group | Investment management | Dec 10, 2023 | Dec 9, 2024 | no | fact |
| SLC Management | Investment management | Dec 10, 2022 | Dec 9, 2023 | no | fact |
| Capfinancial Partners, LLC | Investment management | Dec 10, 2022 | Dec 9, 2023 | no | fact |