DFX Intelligence
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Allocators
Philadelphia, PA
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 US Inv Grade Corp Long B | Wellington Trust Company, Na | Pooled vehicle | $5.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Investment Grade Inte | Wellington Trust Company, Na | Pooled vehicle | $3.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II US Intermed Try Series I | Wellington Trust Company, Na | Pooled vehicle | $2.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| WTC Cif II US Long Treasury | Wellington Trust Company, Na | Fixed income | $1.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Common/collective trusts | n/a | n/a | n/a | 71 | $11.8M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 28 | $4.7M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| USI Advisors, Inc | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| Towers Watson Pennsylvania, Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| USI Consulting Group | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| PNC Bank, National Association | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| USI Advisors, Inc | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |