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Allocators
Minneapolis, MN
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 |
|---|---|---|---|---|---|---|
| Commingled Pension Trust Fund (ldi | JP Morgan Chase | Pooled vehicle | $246M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund (ldi | JP Morgan Chase | Pooled vehicle | $143M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Commingled Pension Trust Fund (ldi | JP Morgan Chase | Pooled vehicle | $115M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Jpmcb Strategic Property Fund | J.P. Morgan Chase | Real estate | $6.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Jpmcb Strategic Property Fund | J.P. Morgan Chase | Real estate | $5.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Other investments | n/a | n/a | n/a | 1 | $1.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 99 | $148M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $219,610 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| JP Morgan Chase | n/a | Dec 31, 2023 | n/a | yes | fact |
| J.P. Morgan Investment Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Empower Annuity Insurance Company | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |