DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Kenosha, WI
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 |
|---|---|---|---|---|---|---|
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $1.9M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | n/a | Fixed income | $1.9M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | n/a | Pooled vehicle | $1.9M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | n/a | Fixed income | $1.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $1.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | n/a | Pooled vehicle | $1.8M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/federated Total Return Bond Cit | n/a | Fixed income | $1.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/dodge & Cox Intermediate | n/a | Pooled vehicle | $1.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Allspring Core Bond Cit F | n/a | Fixed income | $1.6M | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $1.1M | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $1.1M | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p 500 Index | n/a | Pooled vehicle | $959,692 | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $749,576 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $729,458 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock S&p Mc Indx Cit | n/a | Pooled vehicle | $636,883 | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $424,710 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | n/a | Pooled vehicle | $420,945 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Alliance Bernstein Large Cap Growth | Prudential Retirement & Annuity Ins | Public equity | $414,669 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $411,876 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Alliance Bernstein Large Cap Growth | Prudential Retirement & Annuity Ins | Public equity | $410,613 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $410,563 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | n/a | Pooled vehicle | $408,486 | Mar 31, 2024 | Collective trust | Dol form 5500 pension |
| Pfg/multi-Manager Small Cap Cit N | n/a | Public equity | $404,865 | Mar 31, 2025 | Collective trust | Dol form 5500 pension |
| Principal/trp Inst Lcg Mgd Cit F | n/a | Pooled vehicle | $378,153 | Mar 31, 2023 | Collective trust | Dol form 5500 pension |
| Principal/blackrock Intl Eqty Index | n/a | Pooled vehicle | $370,546 | Mar 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 | 3 | $407,868 | Mar 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 71 | $10.3M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 18 | $2.7M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Milliman, Inc. | actuary | Apr 1, 2024 | Mar 31, 2025 | no | fact | Dol form 5500 pension |
| Millman, Inc. | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |