DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Houston, TX
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 |
|---|---|---|---|---|---|---|
| PRU Long Corporate Bond | Prudential Retirement & Annuity Ins | Fixed income | $1.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Long Duration Bond/ir&m Fund | Prudential Retirement & Annuity Ins | Fixed income | $1.6M | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| Core Bond / Pgim Fund | Prudential Retirement & Annuity Ins | Fixed income | $620,040 | Dec 31, 2022 | Separate account | 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 | $17,687 | Dec 31, 2023 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 1 | $3,426 | Dec 31, 2023 | Derived |
| Registered investment companies | n/a | n/a | n/a | 89 | $486,726 | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Mercer | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Buck Global, LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of New York Mellon | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Income Research & Mgmt. Inc. | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| Legal & General Inv Mgmt America | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |