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Allocators
West Covina, CA
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 |
|---|---|---|---|---|---|---|
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $3.7M | Jun 30, 2023 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $3.1M | Jun 30, 2025 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $3.1M | Jun 30, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $8,895 | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $202,147 | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 14 | $2.4M | Jun 30, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 18 | $3.1M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 66 | $11.1M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Verus Advisory, Inc. | Pension consultant | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Verus Advisory, Inc. | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Chevy Chase | n/a | Jun 30, 2024 | n/a | yes | fact |