DFX Intelligence
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Allocators
Winston-Salem, 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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $452,984 | Sep 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 98 | $28.0M | Sep 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Aon | Investment adviser | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Willis Towers Watson | actuary | Oct 1, 2024 | Sep 30, 2025 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Oct 1, 2023 | Sep 30, 2024 | no | fact | Dol form 5500 pension |
| Principal Custody Solutions | trustee | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |
| AON Consulting, Inc. | actuary | Oct 1, 2022 | Sep 30, 2023 | no | fact | Dol form 5500 pension |