DFX Intelligence
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Reading the graph
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Allocators
Kennett Square, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 98 | $4.9B | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| S•••••••• G•••• L•• | General consultant | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| C•••••••• A••••••••• | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B•••••••• F•••••••• M••••••••• I•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| B•••••••• I••••••••• T•••• C•••• | Investment management | Feb 1, 2022 | Dec 31, 2022 | no | fact |
| N••••••• T•••• C•• |
| custodian |
| Feb 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Feb 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A••••••• A•••••• L•• | General consultant | Feb 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| E•••••••• A•••••••• L•• | General consultant | Feb 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P••••• M•••• | General consultant | Feb 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |