DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Portland, OR
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $941,485 | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 45 | $47.9M | Dec 31, 2024 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 19 | $20.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 34 | $36.0M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Fidelity Institutional Asset Mgmt | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Sageview Advisory Consulting Group | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| U.S. Bank, N.A. | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Brandywine | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |