DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Wood Dale, IL
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 | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L•• L••• D••••••• S••• | P•••••••• | Fixed income | $61.5M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L•• I•••• D•• S•• A••••• | P•••••••• | Pooled vehicle | $40.6M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 100 | $122M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P•••••••• G••••• I•••••••• L•• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| P•••••••• F•••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| Separate account |
| Dol form 5500 pension |
| P••• C••• F•• I•• S•• A••••• | P•••••••• | Pooled vehicle | $32.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• C••• F•• I•• S•• A••••• | P•••••••• | Pooled vehicle | $30.0M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L••••••• G••••• I• S••• | P•••••••• | Pooled vehicle | $17.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• E••••• I••••• S••• | P•••••••• | Fixed income | $17.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• E••••• I••••• S••• | P•••••••• | Fixed income | $15.5M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L••••••• G••••• I• S••• | P•••••••• | Pooled vehicle | $14.8M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• D••••••••• I••• S••• | P•••••••• | Hedge diversifiers | $14.3M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• D••••••••• I••• S••• | P•••••••• | Hedge diversifiers | $13.0M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• B••• M••••• I•••• S••• | P•••••••• | Fixed income | $8.6M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• B••• M••••• I•••• S••• | P•••••••• | Fixed income | $7.7M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $7.3M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $7.1M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• L••• S•• 5•• I•••• S••• | P•••••••• | Pooled vehicle | $6.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P•••••••• O••••••• S•• A••••• | P•••••••• | Pooled vehicle | $6.1M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P•••••••• U••• P••••••• S••• | P•••••••• | Real estate | $6.0M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P•••••••• O••••••• S•• A••••• | P•••••••• | Pooled vehicle | $5.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P•••••••• U••• P••••••• S••• | P•••••••• | Real estate | $5.4M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P•••••••• U••• P••••••• S••• | P•••••••• | Real estate | $4.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• H••• I••••• S•• A••••• | P•••••••• | Fixed income | $4.0M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• H••• I••••• S•• A••••• | P•••••••• | Fixed income | $3.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| P••• I••• E••••• I•••• S••• | P•••••••• | Public equity | $3.3M | Dec 31, 2024 | Separate account | Dol form 5500 pension |
| P••• M••••• V•••• I• S••• | P•••••••• | Pooled vehicle | $2.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• M••••• G••••• I•• S••• | P•••••••• | Pooled vehicle | $2.4M | Dec 31, 2023 | Separate account | Dol form 5500 pension |