DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Charlton, MA
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 |
|---|---|---|---|---|---|---|
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $1.6M | Aug 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $1.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 74 | $3.3M | Aug 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W•••• F•••• A•••••••• L•• | Investment adviser | Sep 1, 2024 | Mar 6, 2025 | no | fact | Dol form 5500 pension |
| P•••••••• F•••••••• G•••• | actuary | Sep 1, 2022 | Aug 31, 2023 | no | fact | Dol form 5500 pension |
| Aug 31, 2023 |
| Separate account |
| Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.3M | Aug 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $1.2M | Aug 31, 2023 | Separate account | Dol form 5500 pension |
| P••• I••• E••••• I•••• S••• | P•••••••• | Public equity | $253,868 | Aug 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $252,123 | Aug 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• S•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $229,743 | Aug 31, 2023 | Separate account | Dol form 5500 pension |
| P••• S•••• S•• 6•• I•••• S••• | P•••••••• | Pooled vehicle | $109,549 | Aug 31, 2023 | Separate account | Dol form 5500 pension |
| P••• S•••• S•• 6•• I•••• S••• | P•••••••• | Pooled vehicle | $72,696 | Aug 31, 2024 | Separate account | Dol form 5500 pension |
| P••• I••• E••••• I•••• S••• | P•••••••• | Public equity | $64,540 | Aug 31, 2024 | Separate account | Dol form 5500 pension |
| P••• G••• E•••• M•••••• S••• | P•••••••• | Pooled vehicle | $46,347 | Aug 31, 2023 | Separate account | Dol form 5500 pension |
| P••• G••• E•••• M•••••• S••• | P•••••••• | Pooled vehicle | $20,478 | Aug 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $14,746 | Aug 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $548 | Aug 31, 2023 | Separate account | Dol form 5500 pension |