DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Boise, ID
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 |
|---|---|---|---|---|---|---|
| Amalgamated Sugar Company Core Fi | Nuveen, LLC | Pooled vehicle | $19.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| PRU Long Corporate Bond | Prudential Retirement & Annuity Ins | Fixed income | $17.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| International Blend/wellington | Prudential Retirement & Annuity Ins | Pooled vehicle | $11.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| International Blend/wellington | Prudential Retirement & Annuity Ins | Pooled vehicle | $8.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Amalgamated Sugar Company Core Fi | Nuveen, LLC | Pooled vehicle | $7.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Value Fund I1 | n/a | Public equity | $4.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Large Cap Gro III Cl I1 | n/a | Public equity | $4.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Large Cap Gro III Cl I1 | n/a | Public equity | $3.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Large Cap Value Fund I1 | n/a | Public equity | $3.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Small Cap Value/silvercrest | Prudential Retirement & Annuity Ins | Public equity | $2.9M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Small Cap Growth II Cl L1 | n/a | Public equity | $2.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Small Cap Value/silvercrest | Prudential Retirement & Annuity Ins | Public equity | $2.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| Small Cap Growth II Cl L1 | n/a | Public equity | $2.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Mid Cap Gro II Class I1 | n/a | Pooled vehicle | $1.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Insurance company general account | n/a | n/a | n/a | 7 | $4.6M | Dec 31, 2023 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 27 | $18.5M | Dec 31, 2023 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 41 | $27.9M | Dec 31, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 25 | $17.0M | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Wealthspire Retirement Advisory | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Prudential Retirement & Annuity Ins | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Empower | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Nuveen Asset Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |