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Allocators
Clifton, NJ
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 |
|---|---|---|---|---|---|---|
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $4.3M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $4.3M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Ibew-Neca Equity Index Fund | Chevy Chase | Public equity | $3.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| NT Collective Eafe Index Fund | Northern Trust Investments, Inc. | Pooled vehicle | $987,735 | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| NT Collective Eafe Index Fund | Northern Trust Investments, Inc. | Pooled vehicle | $950,758 | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| NT Collective Eafe Index Fund | Northern Trust Investments, Inc. | Pooled vehicle | $804,232 | Dec 31, 2022 | 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 | 1 | $123,768 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 3 | $514,044 | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 7 | $1.2M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 7 | $1.2M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 32 | $5.3M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 22 | $3.6M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 10 | $1.6M | Dec 31, 2024 | Derived |
| Real estate (other than employer real property) | n/a | n/a | n/a | 16 | $2.6M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| The Segal Co. (eastern States) Inc. | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Segal Consulting | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Chevy Chase | n/a | Dec 31, 2022 | n/a | yes | fact |
| Morgan Stanley Smith Barney | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |