DFX Intelligence
Data Factory
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Reading the graph
Allocators
Kansas City, MO
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 |
|---|---|---|---|---|---|---|
| Wtc-Cif II Long Bond Portfolio | Wellington Trust Company, Na | Fixed income | $87.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Long Bond Portfolio | Wellington Trust Company, Na | Fixed income | $85.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Long Bond Portfolio | Wellington Trust Company, Na | Fixed income | $65.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Global Low Volatility Equity C | Fidelity Institutional Asset Mgmt | Public equity | $10.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Fiam Global Low Volatility Equity C | Fidelity Institutional Asset Mgmt | Public equity | $7.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Smid Cap Research Equity | Wellington Trust Company, Na | Public equity | $4.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Smid Cap Research Equity | Wellington Trust Company, Na | Public equity | $2.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Barings Intl Small Cap Equity | Barings LLC | Public equity | $2.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Smid Cap Research Equity | Wellington Trust Company, Na | Public equity | $2.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Barings Intl Small Cap Equity | Barings LLC | Public equity | $2.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| NT Collective Short Term Investment | Northern Trust Investments, Inc. | cash | $2.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| NT Collective Short Term Investment | Northern Trust Investments, Inc. | cash | $1.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective Short Term Investment | Northern Trust Investments, Inc. | cash | $1.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Partnership/joint venture interests | n/a | n/a | n/a | 18 | $30.6M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 56 | $92.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 26 | $42.3M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Spencer Fane LLP | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Northern Trust Co. | trustee | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Buck Global, LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Barings LLC | n/a | Dec 31, 2022 | n/a | yes | fact |
| Cravath, Swaine & Moore LLP | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |