DFX Intelligence
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Allocators
Birmingham, AL
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.
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $1.0M | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 8 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| S•••••••• I••••••••• G•••• | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| F•••• S•••• T•••• C•••••• | trustee | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| B•••••••• | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Z•••••• C•••••• M••••••••• L•• | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| M•••••• | Investment management |
| Jun 30, 2025 |
| Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 9 | $4.6M | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 0 | $165,114 | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 81 | $43.0M | Jun 30, 2025 | Derived |
| M••••• |
| actuary |
| Jul 1, 2022 |
| Jun 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| Jun 30, 2023 |
| no |
| fact |