DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Ona, WV
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| I•••••••• E••••• I•••• F••• | C•••• C•••• T•••• C•••••• | Public equity | $21.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $4.0M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| S•••• M•••• A••••••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| M•• B••• | trustee | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| C•••• C•••• T•••• C•••••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| I••••• R••••••• • M•••• I••• | n/a | Dec 31, 2023 | n/a | yes | fact |
| C•••• C•••• | n/a |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| I••••• U••• L•••• C•• G••••• F••• L• | I••••• I••••••••• M••••••••• | Public equity | $19.3M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $18.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| N• C••••••••• R•••••• 1••• V•••• i• | N••••••• T•••• I••••••••• I••• | Pooled vehicle | $18.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| I••• C••• B••• F••• I• L•• | n/a | Fixed income | $18.1M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| I••• C••• B••• F••• I• L•• | n/a | Fixed income | $17.8M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| I••• C••• B••• F••• I• L•• | n/a | Fixed income | $16.7M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| I••••• U••• L•••• C•• G••••• F••• L• | I••••• I••••••••• M••••••••• | Public equity | $15.7M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| L••••• S••••• C••• P••• F•••• I•••• | L••••• S••••• | Fixed income | $15.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| L••••• S••••• C••• P••• F•••• I•••• | L••••• S••••• | Fixed income | $14.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L••••• S••••• C••• P••• F•••• I•••• | L••••• S••••• | Fixed income | $13.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| I•••••••• E••••• I•••• F••• | C•••• C•••• T•••• C•••••• | Public equity | $13.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| I•••••••• E••••• I•••• F••• | C•••• C•••• T•••• C•••••• | Public equity | $11.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $9.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $8.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• A••••••••• R••• E••••• F••• | C•••• C•••• T•••• C•••••• | Real estate | $8.0M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| M••••••••• P••••••• T•••• | N•• T•••• T•••• C•••••• | Real estate | $7.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•••••• B••••••• I••••••••• T•••• | G•••• G••• T•••• C•••••• | Pooled vehicle | $7.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| L••••• S••••• M••••••••• F••• D••• | L••••• S••••• | Pooled vehicle | $7.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| L••••• S••••• M••••••••• F••• D••• | L••••• S••••• | Pooled vehicle | $7.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| L••••• S••••• M••••••••• F••• D••• | L••••• S••••• | Pooled vehicle | $6.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• A••••••••• R••• E••••• F••• | C•••• C•••• T•••• C•••••• | Real estate | $6.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• A••••••••• R••• E••••• F••• | A•• A••••••••• R••• E••••• | Real estate | $5.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| J••• H•••••• S•••••••• F•••• I••••• | M••••••• A•••• M••• T•• C• L•• | Fixed income | $5.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 32 | $91.5M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 30 | $86.0M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 6 | $18.1M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 30 | $86.5M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 0 | $243,146 | Dec 31, 2024 | Derived |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| N••••••• T•••• C•• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| T•• S•••• C•• ••••••• S•••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P•• B••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| S•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| S•••• M•••• C••••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| n/a |
| yes |
| fact |
| L••••• S••••• T•••• C•••••• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| N••••••• T•••• C•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| C••••••• P••••••• P•••••• C•••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| N••••••• T•••• C•••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| J•••• H•••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| I••••• I••••••••• M••••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| L••••• S••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| A•• C•••••• M••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| C•••• C•••• T•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| N••••••• R••• E••••• A••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| I••••• R••••••• • M•••• I••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |