DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Raleigh, NC
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 |
|---|---|---|---|---|---|---|
| US Credit Cit | Legal and General | Private credit | $27.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| US Credit Cit | Legal and General | Private credit | $25.6M | Dec 31, 2024 | 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 | 2 | $1.4M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 7 | $4.0M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 43 | $25.6M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 48 | $29.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Trustage Investment Management | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Madison Asset Management | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Cuna Mutual Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |