DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Spokane, WA
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.2M | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $1.3M | Mar 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 23 | $32.3M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 20 | $27.7M | Mar 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 36 | $48.9M | Mar 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 18 | $25.3M | Mar 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| US Bank | custodian | Apr 1, 2023 | Mar 31, 2024 | no | fact | Dol form 5500 pension |
| First Interstate Wealth Management | custodian | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Verus Advisory, Inc. | Investment adviser | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Milliman, Inc. | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Propel Insurance | General consultant | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Loomis Sayles | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| London Company | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |
| Schafer Cullen Capital Management, | Investment management | Apr 1, 2022 | Mar 31, 2023 | no | fact |