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Allocators
Fort Mill, SC
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 |
|---|---|---|---|---|---|---|
| State St Lng US Govt Bd Ind Nl Fund | State Street - Russell 2000 | Pooled vehicle | $15.4M | Jul 31, 2025 | 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 | 1 | $1.5M | Jul 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 | $40 | Jul 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 0 | $871 | Jul 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 15 | $15.4M | Jul 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 83 | $87.1M | Jul 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | actuary | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| Clearview Investment Research | Investment adviser | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| State Street Global Advisors | custodian | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |
| State Street Bank & Trust Company | Directed trustee | Aug 1, 2022 | Jul 31, 2023 | no | fact | Dol form 5500 pension |