DFX Intelligence
Data Factory
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Reading the graph
Allocators
Keasbey, NJ
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 |
|---|---|---|---|---|---|---|
| Legal & General S&p 500 Cit Fund | Legal and General | Pooled vehicle | $11.8M | Oct 31, 2023 | 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 | 4 | $5.4M | Oct 31, 2025 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 37 | $48.9M | Oct 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 37 | $48.1M | Oct 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 17 | $22.2M | Oct 31, 2025 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 4 | $4.8M | Oct 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Northern Trust Co. | custodian | Nov 1, 2023 | Oct 31, 2024 | no | fact | Dol form 5500 pension |
| Morgan Stanley Smith Barney | custodian | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Mercer | actuary | Nov 1, 2022 | Oct 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| AON Investments USA Inc | Investment management | Nov 1, 2024 | Oct 31, 2025 | no | fact |
| Metlife Investment Management | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |
| Barksdale Investment Manager | Investment management | Nov 1, 2022 | Oct 31, 2023 | no | fact |