DFX Intelligence
Reading the graph
Reading the graph
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Allocators
Jacksonville, FL
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 |
|---|---|---|---|---|---|---|
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $507M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $497M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $14.5M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 0 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| F••••••• I••••••••• | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| H••••• A••••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| A•• I••••••••• U•• I•• | n/a | Dec 31, 2024 | n/a | yes | fact |
| A•• H••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| A•• H••••• I••••••••• C••••••••• I• | Investment management |
| Dec 31, 2022 |
| Collective trust |
| Dol form 5500 pension |
| A•• L••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $444M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• G••••• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $178M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• G••••• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $167M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• G••••• E••••• F••• | A•• T•••• C•••••• L•• | Public equity | $145M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• C••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $54.6M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $49.6M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• L••• G••••••••• B••• I•••• F••• | A•• T•••• C•••••• L•• | Fixed income | $45.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• R••••• E•••••••• A•• P•••••••• | A•• H••••• | Pooled vehicle | $45.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• M••••••••• C••••• F••• | A•• T•••• C•••••• L•• | Private credit | $41.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $37.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• E••••••• L•••••••• D••••• I•••• | A•• T•••• C•••••• L•• | Pooled vehicle | $36.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• E••••••• L•••••••• D••••• I•••• | A•• T•••• C•••••• L•• | Pooled vehicle | $36.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• C••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $35.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| 2•• Y• U• S• T•••• S••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $34.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $34.2M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| N••• U•••• M•• T••••••• C•• | n/a | Fixed income | $33.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| T•• A•• H••••• L••••• A••••••••• | A•• I••••••••• U••• I••• | Hedge diversifiers | $29.6M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| A•• C••• R••• E••••• F••• | A•• T•••• C•••••• L•• | Real estate | $29.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $29.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| A•• U• I••••••••• G••••••••• | A•• T•••• C•••••• L•• | Pooled vehicle | $28.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• L•••• C•• E••••• I•••• F••• | A•• T•••• C•••••• L•• | Public equity | $28.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| A•• I••••••••• C••••• B••• F••• | A•• T•••• C•••••• L•• | Private credit | $28.1M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| A•• M••••••••• C••••• F••• | A•• T•••• C•••••• L•• | Private credit | $23.4M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Other investments | n/a | n/a | n/a | 1 | $6.8M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 86 | $870M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 10 | $103M | Dec 31, 2024 | Derived |
| trustee |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| no |
| fact |