DFX Intelligence
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Reading the graph
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Allocators
Augusta, ME
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 |
|---|---|---|---|---|---|---|
| G•• P••••••• I••••••••• E••••• | G•• P••••••• L•• | Public equity | $8.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| G•• P••••••• I••••••••• E••••• | G•• P••••••• L•• | Public equity | $8.1M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 13 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| O•••••• T•••• C••••••••• L•• | actuary | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| H••••• • H••••••• I•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| G•• P••••••• L•• | n/a | Dec 31, 2023 | n/a | yes | fact |
| E•••••• P••••••• | n/a | Dec 31, 2022 | n/a | yes | fact |
| R••••••• T•••• C•••••• | Investment management |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| G•• P••••••• I••••••••• E••••• | G•• P••••••• L•• | Public equity | $5.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| E•••••• P••••••• S••• C•• C••• F••• | E•••••• P••••••• | Pooled vehicle | $5.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| E•••••• P••••••• S••• C•• C••• F••• | E•••••• P••••••• | Pooled vehicle | $4.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| S•••• S••••• M••• A••• E• U•• I• N• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $4.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| S•••• S••••• M••• A••• E• U•• I• N• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $3.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| E•••••• P••••••• S••• C•• C••• F••• | E•••••• P••••••• | Pooled vehicle | $3.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| S•••• S••••• M••• A••• E• U•• I• N• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $3.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 85 | $84.9M | Dec 31, 2024 | Derived |
| Directed trustee |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| S••• R••• A•••• | Directed trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| U•• C••••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |