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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 |
|---|---|---|---|---|---|---|
| Wtc-Ctf International Quality Growt | Wellington Trust Company, Na | Pooled vehicle | $10.9M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Microcap Equity Fund | Wellington Micro Cap Fund | Public equity | $6.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Microcap Equity Fund | Wellington Micro Cap Fund | Public equity | $5.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Ctf Microcap Equity Fund | Wellington Micro Cap Fund | Public equity | $5.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 3 | $12.0M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 6 | $23.9M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 38 | $142M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 2 | $6.7M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 51 | $192M | 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 |
| Jpmorgan Chase Bank, N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| J.P. Morgan Investment Management | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Wellington Micro Cap Fund | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Wellington Trust Company, Na | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Jpmcb Long Credit Fund | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Blackrock Long Duration Corporate | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |