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Allocators
Bethesda, MD
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 |
|---|---|---|---|---|---|---|
| Capital Group Long Duration Govt Tr | Capital Bank and Trust Company | Fixed income | $2.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Capital Group Long Duration Govt Tr | Capital Bank and Trust Company | Fixed income | $1.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Capital Group Long Duration Govt Tr | Capital Bank and Trust Company | Fixed income | $1.5M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $45,371 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 14 | $1.5M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 85 | $9.1M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Banco Popular de Puerto Rico | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Empower | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Capital Bank and Trust Company | n/a | Dec 31, 2024 | n/a | yes | fact |
| Capital International, Inc. | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |