DFX Intelligence
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Allocators
Buffalo, 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.
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| L•••• C•• G••••• T•••• | T• R••• P•••• T•••• C•••••• | Public equity | $130M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•••••••• C••••••••• I••••••••• T•• | A•••••••• | Pooled vehicle | $15.1M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| U.S. Government securities | n/a | n/a | n/a | 9 | $281M | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 8 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| M•••••• M•••• • C•• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| T• R••• P•••• T•••• C•••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| A•••••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| F••••••• I••••••••• | Investment management |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Insurance company general account | n/a | n/a | n/a | 0 | $9.7M | Dec 31, 2024 | Derived |
| Employer securities | n/a | n/a | n/a | 4 | $135M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 15 | $475M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 5 | $145M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 45 | $1.4B | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 14 | $462M | Dec 31, 2024 | Derived |
| Preferred stock | n/a | n/a | n/a | 0 | $2,507 | Dec 31, 2024 | Derived |
| H•• R••••••••• • W••••• M••• |
| General consultant |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |