DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Charlotte, NC
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 |
|---|---|---|---|---|---|---|
| F••• 8••• Y••• C•••••••• B••• | F••••••• I••••••••• A•••• M••• | Fixed income | $4.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| F••• L••• C•••••••• a• O• B••••• | F••••••• I••••••••• A•••• M••• | Pooled vehicle |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| C•••on/collective trusts | n/a | n/a | n/a | 99 | $7.1M | Dec 31, 2022 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 1 |
| Dec 31, 2022 |
| Collective trust |
| Dol form 5500 pension |
| F••• I••••••••• D••••••• C••• P• | F••••••• I••••••••• A•••• M••• | Pooled vehicle | $963,524 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $85,691 | Dec 31, 2022 | Separate account | Dol form 5500 pension |
| S••• S• M•• I• S•• L•• S•• X•• | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicle | $39,605 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| S••• R•••••• S• I•• S•• L•• I• | S•••• S••••• G••••• A••••••• T•••• C•••••• | Pooled vehicle | $38,251 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| S••• G• A• E• E••• I•• S• I• | S•••• S••••• G••••• A••••••• T•••• C•••••• | Pooled vehicle | $33,042 | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2022 |
| Derived |