DFX Intelligence
Reading the graph
Reading the graph
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Allocators
NEW York, NY
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 |
|---|---|---|---|---|---|---|
| F••• L••• C•••••••• a• O• B••••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $47.7M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| F••• L••• C•••••••• a• O• B••••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| C•••on/collective trusts | n/a | n/a | n/a | 70 | $80.9M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 30 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| A••••• • B••• L•• | custodian | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| M••••• | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| M••••• I••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| S•••• M•••• A••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2022 |
| Collective trust |
| Dol form 5500 pension |
| F••• L••• C•••••••• a• O• B••••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $41.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| F••• I••••••••• C••• C••• P• | F••••••• I••••••••• A•••• M••• | cash | $25.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| F••• I••••••••• C••• C••• P• | F••••••• I••••••••• A•••• M••• | cash | $19.8M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| F••• I••••••••• C••• C••• P• | F••••••• I••••••••• A•••• M••• | cash | $19.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| F••• S•••• D••••••• P••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $8.9M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| F••• S•••• D••••••• P••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $8.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| F••• S•••• D••••••• P••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $8.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| M••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |