DFX Intelligence
Data Factory
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Allocators
Monona, WI
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 |
|---|---|---|---|---|---|---|
| Martingle Inv Trust Series I | Martingale | Pooled vehicle | $39.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Martingle Inv Trust Series I | Martingale | Pooled vehicle | $34.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Martingle Inv Trust Series I | Martingale | Pooled vehicle | $29.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Martingle Inv Trust Series I | Martingale | Pooled vehicle | $20.4M | Dec 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 | 2 | $6.0M | Dec 31, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 24 | $76.7M | Dec 31, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 43 | $139M | Dec 31, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $1.8M | Dec 31, 2025 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 6 | $20.4M | Dec 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 24 | $78.6M | Dec 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Alliance Pension Consultants, LLC | actuary | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Cardinal Investment Advisors | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Mariner (andco) | Investment adviser | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Associated Trust Co | custodian | Jan 1, 2025 | Dec 31, 2025 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Martingale | n/a | Dec 31, 2024 | n/a | yes | fact |
| Baird | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |
| Martingale Asset Management, L.P. | Investment management | Jan 1, 2025 | Dec 31, 2025 | no | fact |