DFX Intelligence
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Allocators
Westbury, NY
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 |
|---|---|---|---|---|---|---|
| P••• Q•••• S•••••••• W•••• I•• | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicle | $1.1M | Mar 31, 2025 | Separate account | Dol form 5500 pension |
| P••••••••• C••• C•••••• F••• | P••••••••• T•••• C•• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $248,379 | Mar 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| F•••• A•••••••• C••••••••• L•• | actuary | Apr 1, 2022 | Mar 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A••••••••• B••• o• N•• Y••• | Investment management | Apr 1, 2024 | Mar 31, 2025 | no | fact |
| I•••••• N•••• A•••••• L•• | Investment management | Apr 1, 2023 | Mar 31, 2024 | no | fact |
| Q••• V••• C••••••••• | Investment management |
| Mar 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| P••• Q•••• S•••••••• W•••• I•• | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicle | $784,088 | Mar 31, 2024 | Separate account | Dol form 5500 pension |
| P••• Q•••• S•••••••• W•••• I•• | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicle | $480,971 | Mar 31, 2023 | Separate account | Dol form 5500 pension |
| Mar 31, 2025 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 11 | $2.6M | Mar 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 67 | $15.8M | Mar 31, 2025 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 4 | $1.1M | Mar 31, 2025 | Derived |
| Mar 31, 2023 |
| no |
| fact |